--- title: "Connect Erpnext to ClearoutPhone - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Validate Phone Number\" in ClearoutPhone." canonical: "https://apiant.ai/connect/erpnext-to-clearoutphone" --- # Connect Erpnext to ClearoutPhone When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Validate Phone Number** in [ClearoutPhone](https://apiant.ai/connections/clearoutphone). Describe the whole flow and it is built, tested on every scenario and kept running. Erpnext **2** triggers Erpnext **30** actions ClearoutPhone **7** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Erpnext and ClearoutPhone to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Erpnext can start in ClearoutPhone - When **New Customer** in Erpnext then **Validate Phone Number** in ClearoutPhone - When **New Sales Invoice** in Erpnext then **Validate phone numbers in bulk** in ClearoutPhone Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Erpnext and ClearoutPhone ## Triggers and actions 2 triggers · 37 actions - Trigger **New Customer** Fires when a new customer is created. - Trigger **New Sales Invoice** Fires when a new sales invoice is created. - Action **Add Contact** Create a new contact. - Action **Add Customer** Create a new customer record. - Action **Add Item** Create a new item (product/service) record. - Action **Add Lead** Create a new lead. - Action **Add Sales Invoice** Create a new sales invoice. - Action **Add Sales Order** Create a new sales order. - Action **Delete Contact** Delete a contact record. - Action **Delete Customer** Delete a customer record. - Action **Delete Item** Delete an item record. - Action **Delete Lead** Delete a lead record. - Action **Delete Sales Invoice** Delete a sales invoice record. - Action **Delete Sales Order** Delete a sales order record. - Action **Get Contact** Retrieve a single contact by name/id. - Action **Get Customer** Retrieve a single customer by name/id. - Action **Get Item** Retrieve a single item by name/id. - Action **Get Lead** Retrieve a single lead by name/id. - Action **Get Sales Invoice** Retrieve a single sales invoice by name/id. - Action **Get Sales Order** Retrieve a single sales order by name/id. - Action **List Contacts** List contact records with optional filters. - Action **List Customers** List customer records with optional filters. - Action **List Items** List item records with optional filters. - Action **List Leads** List lead records with optional filters. - Action **List Sales Invoices** List sales invoice records with optional filters. - Action **List Sales Orders** List sales order records with optional filters. - Action **Update Contact** Update fields on an existing contact. - Action **Update Customer** Update fields on an existing customer. - Action **Update Item** Update fields on an existing item. - Action **Update Lead** Update fields on an existing lead. - Action **Update Sales Invoice** Update fields on an existing sales invoice. - Action **Update Sales Order** Update fields on an existing sales order. - Action **Find Phone Number Carrier** Looks up the carrier (network operator) of a phone number, along with its line type and validity. - Action **Find Phone Number Is Mobile** Validates a phone number with ClearoutPhone and reports whether it is a mobile line, along with its line type, carrier and formatted versions. - Action **Get available credits** Returns the number of validation credits available on the connected ClearoutPhone account. - Action **Get bulk validation progress status** Gets the overall progress status of a bulk phone number validation request. - Action **Get bulk validation result download link** Get a download link for the results of a bulk phone number validation list. - Action **Validate Phone Number** Validate given phone number to know its validity, line type, network carrier, location. Knowing the line-type help to decide whether the message can be sent through SMS or Call, with location leads can be routed to the right sales region, etc., - Action **Validate phone numbers in bulk** Upload a CSV or Excel list of phone numbers for bulk validation. Returns a list ID you can use to check progress and download the results. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **ClearoutPhone** ClearoutPhone is a global phone validator covering 240+ countries with carrier and line type lookup.](https://apiant.ai/connections/clearoutphone) Reviews ## What our customers say ## More from Erpnext - [ **Erpnext to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/erpnext-to-pipedrive) - [ **Erpnext to PandaDoc** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/erpnext-to-pandadoc) - [ **Erpnext to Supabase** Supabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...](https://apiant.ai/connect/erpnext-to-supabase) - [ **Erpnext to Vercel** Vercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.](https://apiant.ai/connect/erpnext-to-vercel) - [ **Erpnext to FreeAgent** FreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...](https://apiant.ai/connect/erpnext-to-freeagent) - [ **Erpnext to Google Chat** Google Chat is a communication software developed by Google built for teams that provides direct messages...](https://apiant.ai/connect/erpnext-to-google-chat) ## More into ClearoutPhone - [ **Builderly to ClearoutPhone** Builderly by max-media.io is a platform that allows users with no coding skills, to build and manage a...](https://apiant.ai/connect/builderly-to-clearoutphone) - [ **HubSpot to ClearoutPhone** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-clearoutphone) - [ **Salesforce to ClearoutPhone** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-clearoutphone) - [ **Slack to ClearoutPhone** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-clearoutphone) - [ **Google Sheets to ClearoutPhone** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-clearoutphone) - [ **Gmail to ClearoutPhone** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-clearoutphone) Questions ## Erpnext and ClearoutPhone, answered ### ### What can start an automation from Erpnext? Any of Erpnext's 2 triggers in the catalog, including New Customer and New Sales Invoice. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in ClearoutPhone when something happens in Erpnext? Any of ClearoutPhone's 7 actions, including Find Phone Number Carrier, Find Phone Number Is Mobile, Get available credits and Get bulk validation progress status. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from ClearoutPhone to Erpnext? ClearoutPhone has no triggers in the catalog today, so automations start in Erpnext. If you need the other direction, ask: your agent reads ClearoutPhone's API documentation and adds it. ### ### Do I have to build a connector for Erpnext or ClearoutPhone? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Erpnext and ClearoutPhone without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.