Dalfred - AI Assistant for Dolibarr

Dalfred — Your Intelligent Assistant Inside Dolibarr

Stop navigating menus. Start talking to your ERP.

Dalfred is a powerful AI assistant module that transforms how you interact with Dolibarr. Instead of clicking through dozens of pages to find information or perform actions, simply ask in plain language — Dalfred understands, acts, and responds.

🤖 Multi-Provider AI Support

Choose the AI provider that fits your needs and budget:

• Anthropic Claude (Claude Sonnet 4, Claude Opus 4, Haiku) — Best-in-class reasoning
• OpenAI (GPT-4o, GPT-4 Turbo, o1, o3) — Industry standard
• Mistral AI (Large, Small, Nemo) — European provider, GDPR-friendly
• Ollama (Self-hosted) — Full data privacy with local models

💬 Full Conversational Interface

• Dedicated chat page — A clean, full-screen interface for complex conversations
• Floating widget — Available on every page for quick questions
• Persistent conversation threads — Pick up where you left off
• Context-aware — Dalfred knows which page you're on and can act on the current document

⚡ What Can Dalfred Do?

Query your data instantly:

• "Show me my 5 latest unpaid invoices"
• "What is my revenue this quarter?"
• "List overdue invoices for customer Martin"
• "Who are my top 10 customers by turnover?"

Create and manage records:

• "Create a draft invoice for 3 hours of consulting at 90€/h for Acme Corp"
• "Add a new contact: Jean Durand, phone 01 23 45 67 89, at company XYZ"
• "Mark invoice FA2025-042 as paid"
• "Create an order from proposal PR2025-015"

Get contextual help:

• "Summarize the invoice I'm looking at"
• "What's the payment status of this customer?"
• "How do I configure email templates in Dolibarr?"

Use persistent memory:

• "Remember that our standard consulting rate is 95€/h"
• Dalfred recalls this information in future conversations to auto-fill amounts

🔧 12+ Built-In Tools via MCP Integration

Dalfred leverages the Model Context Protocol (MCP) to interact directly with Dolibarr's API:

• List, view, create, update, and delete any Dolibarr object (invoices, orders, proposals, products, customers, contacts…)
• Add lines to invoices, orders, and proposals
• Execute actions — validate, send, close, reopen documents
• Navigate — Dalfred provides direct links to relevant pages
• SQL queries — For advanced users, direct database access with safety controls
• Calculator & calendar — Built-in tools for date and financial calculations

🔐 Enterprise-Grade Security

• Granular permissions — Control exactly who can use Dalfred and which tools they can access
• Per-user toolkit permissions — Restrict SQL access to administrators only
• API key isolation — Each user can use their own Dolibarr API key
• Activity logging — Full audit trail of every AI action with configurable retention
• Rate limiting — Prevent excessive API usage per user
• Encrypted credentials — API keys stored using Dolibarr's native encryption

📊 Activity Monitoring

• Detailed activity log with filters by user, date, event type
• Track tool calls, response times, and errors
• Configurable log retention (default: 30 days)
• Admin dashboard for usage oversight

🛠️ Easy Configuration

1. Install the module
2. Enter your AI provider API key
3. Assign permissions to users
4. Start chatting

Full admin panel with connection testing, model selection, system prompt customization, and toolkit permission management.

🚀 This Is Just the Beginning

Dalfred is under active development. Upcoming features include:

• Document generation — Generate quotes, contracts, and reports from natural language descriptions
• Scheduled actions — "Remind me to follow up with this customer in 3 days"
• Workflow automation — Chain complex multi-step business processes
• Data visualization — Ask for charts and dashboards in conversation
• Email integration — Draft and send emails through the assistant
• Multi-language system prompts — Localized AI behavior per user language
• Webhook triggers — Connect Dalfred to external systems and notifications

⚠️ Important Notice

Dalfred gives AI access to your Dolibarr data through its API and, optionally, direct database queries. By using this module:

• Your data is sent to the selected AI provider's servers (except with Ollama self-hosted)
• The AI can read and modify data based on the permissions you grant
• You are responsible for ensuring compliance with your organization's data policies (GDPR, etc.)
• We recommend starting with read-only permissions and enabling write access only for trusted users
• Always review the permission settings carefully before enabling the module for new users

This module requires an active API key from your chosen AI provider. The module itself does not include AI processing — it connects to external AI services. API costs depend on your provider and usage volume.

Compatibility: Dolibarr 16.x to 21.x | PHP 8.1+ Dependencies: Dolibarr API module must be enabled Hosting: Compatible with shared hosting (no shell access required)