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AI Agent for Dolibarr

Dalfred AI Agent for Dolibarr

The AI agent that understands your Dolibarr.
Ask your questions, dictate your tasks, create your documents — in natural language. No training, no code, no manual.

299 € excl. VAT — one-time purchase

1 year of updates included · No module subscription

Dalfred in action inside Dolibarr

A discreet widget available on every page — ask questions and get answers without leaving your current screen.

Dolibarr dashboard with the Dalfred widget answering questions about unpaid invoices and monthly revenue

Two consecutive questions, two immediate answers — directly from your Dolibarr data.

What can Dalfred do for you?

Query your business data

Ask about revenue, unpaid invoices, customers, orders, products or stock in plain English. Dalfred queries Dolibarr in real time and presents a clear answer.

Create and manage documents

Create invoices, proposals and orders, add lines, validate documents and record payments using natural-language instructions.

Build tables and exports

Request cross-tab reports or analyses, save them as reusable Smart Queries and export the results to CSV for Excel or Google Sheets.

Generate professional content

Draft invoice lines, commercial proposals, reminder emails, product descriptions and internal notes in the language you need.

Remember business knowledge

Store private or shared knowledge such as margins, customer preferences and internal procedures so answers remain relevant to your organisation.

Support better decisions

Combine information across Dolibarr to identify inactive customers, compare periods, analyse conversion rates and reveal useful trends.

“Show me invoices that have been unpaid for more than 30 days.”
“Create an invoice for Dupont with ten hours of consulting at €85 and five hours of development at €95.”
“Build a table of monthly revenue by sales representative for the last twelve months.”

Attach a PDF and describe the action

Attach a supplier invoice and simply ask Dalfred to import it. It reads the PDF, extracts the supplier, dates, line items and totals, then creates the supplier invoice in Dolibarr.

  • ✓ Native PDF reading and structured data extraction
  • ✓ Direct supplier-invoice creation in Dolibarr
  • ✓ Link to the created record for review and editing
  • ✓ Minutes of manual entry reduced to seconds
Dalfred conversation with an attached supplier invoice PDF and confirmation of its import into Dolibarr

Reusable Smart Queries and slash commands

Save your favourite reports with dynamic parameters, or turn recurring questions and workflows into commands such as /monthly-invoices. Commands can be private or shared with your team.

Detailed Smart Query with visible SQL and dynamic parameters

Transparent SQL and reusable parameters

Formatted Smart Query result showing monthly revenue with CSV export

Formatted results with built-in CSV export

Persistent business memory

Dalfred can remember business rules, customer preferences and procedures. Knowledge can be private or shared, categorised and consulted automatically before it answers.

Business rules

Target margins, payment terms and operational rules.

Customer preferences

Specific billing or communication preferences.

Procedures

Internal processes shared with the right users.

Dalfred knowledge editor with stored company information

Extensible by design

Dalfred is not limited to Dolibarr's standard modules. It discovers and uses the APIs exposed by installed modules, including DoliStore extensions and custom developments. As your Dolibarr grows, Dalfred can use those additional capabilities.

Fleet-management module? Dalfred can list your vehicles.
HR module? Dalfred can query leave and absences.
Extended CRM? Dalfred can analyse your sales pipelines.

Turn Dolibarr into a remote MCP server

Dalfred can expose your Dolibarr through the Model Context Protocol using Streamable HTTP, secured with OAuth 2.1. External access is disabled by default and can be enabled by an administrator.

Connect a claude.ai connector, Claude Code, the Anthropic API or any compatible MCP client. With claude.ai, users sign in with their Dolibarr account and grant consent, with no key to copy. Every request honours their Dolibarr permissions.

  • ✓ Remote endpoint controlled by the administrator
  • ✓ OAuth 2.1 with PKCE or a Dolibarr API key
  • ✓ Dolibarr permissions enforced and activity logged
  • ✓ Requires the Dolibarr REST API module

Integrated interface

Use the floating widget on any Dolibarr page or open the full chat interface with conversation history and memory access.

Dalfred widget open on an invoice page with a context-aware answer

Floating widget

Dalfred knows which page you are viewing and adapts its answer accordingly.

Full-screen Dalfred chat page with conversation history

Dedicated chat page

A complete interface with threads, conversation history and persistent knowledge.

Video demonstrations

See Dalfred working directly inside Dolibarr.

For resellers

White-label customisation

Rename the assistant, use your own logo and configure primary and accent colours so Dalfred matches your brand.

Ideal for Dolibarr integrators who want to offer an AI solution under their own identity.

Dalfred administration page with custom name, logo and colour settings

Multi-provider AI: you choose

Dalfred supports recent models from major AI providers. Choose according to your needs, budget and preferred hosting.

ProviderModelsVision / PDFHosting
AnthropicRecent Opus, Sonnet and Haiku familiesDepends on the modelCloud API
OpenAIRecent GPT and reasoning modelsDepends on the modelCloud API
Mistral AIRecent Mistral models, including CodestralDepends on the modelEuropean cloud API
GoogleRecent Gemini Pro and Flash modelsDepends on the modelCloud API
OllamaLlama, Mistral, Phi and other open-source modelsDepends on the modelSelf-hosted

With Ollama, your data never leaves your infrastructure — ideal for organisations with strict privacy requirements.

Enterprise security

Granular permissions

Users only access data allowed by their Dolibarr permissions.

Per-user API keys

No shared user account or shared API identity.

Activity log

Every interaction records who did what and when.

Encryption

API keys are stored encrypted in the Dolibarr database.

Coming next: voice control

Speak directly to Dalfred. It will transcribe, understand and carry out your instructions — useful while travelling, in a warehouse or during a meeting.

“Dalfred, create a €2,500 invoice for Durand for IT maintenance, due in 30 days.”

Compatibility

Recent

Dolibarr

PHP ≥ 8.1

PHP

12+

Internal MCP tools

OAuth 2.1

External MCP access

All

Supported languages

€299 excl. VAT — one-time purchase

One year of updates included.

No module subscription. AI API usage is billed by your chosen provider, or use a self-hosted Ollama model.

Need help getting started?

Read the complete installation, configuration and external MCP access documentation.

View the documentation →

Ready to transform your Dolibarr experience?

Contact us to see Dalfred in action and discover how AI can simplify everyday work in Dolibarr.