--- title: "Connect Erpnext and Discord - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Send Channel Message\" in Discord, or \"New Forum Message\" in Discord to \"Add Contact\" in Erpnext." canonical: "https://apiant.ai/connect/erpnext-to-discord" --- # Connect Erpnext and Discord When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Send Channel Message** in [Discord](https://apiant.ai/connections/discord), or **New Forum Message** in Discord to **Add Contact** in Erpnext. Describe the whole flow and it is built, tested on every scenario and kept running. Erpnext **2** triggers Erpnext **30** actions Discord **7** triggers Discord **22** 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 Discord 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 and Discord can do together ### From Erpnext to Discord - When **New Customer** in Erpnext then **Send Channel Message** in Discord - When **New Sales Invoice** in Erpnext then **Send Direct Message** in Discord ### From Discord to Erpnext - When **New Forum Message** in Discord then **Add Contact** in Erpnext - When **New Forum Post** in Discord then **Add Customer** in Erpnext 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 Discord ## Triggers and actions 9 triggers · 52 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. - Trigger **New Forum Message** Triggers when a new Message is created on a Forum Post. - Trigger **New Forum Post** Triggers when a new Post is created on a Forum. - Trigger **New Mention** Triggers when a User or Role is mentioned. - Trigger **New Message Posted to Channel** Triggers when a new message is posted to a specific text channel. - Trigger **New Reaction on Message** Triggers when a new Reaction is added to a Message. - Trigger **New User Added** Triggers when a new user joins the Discord Server. - Trigger **Role Assigned to User** Triggers when a role is assigned to a user. - Action **Add Reaction to Message** React to a message in a channel with an emoji. Writer sibling for the New Reaction on Message trigger. - Action **Add Role** assign a role to a user - Action **Create Channel** Create a new channel in a server. - Action **Create new Forum Post** Create a new Post on a Forum Channel. - Action **Create Role** Create a new role in a server. - Action **Delete Channel** Delete or close a channel. - Action **Delete Message** Delete a message from a channel. - Action **Find Channel** Find an existing channel by name. - Action **Find User** Find an existing user by name. - Action **Get Message** Retrieve a specific message from a channel by id. - Action **Get Server Member** Get one member of a Discord server, including the roles they currently hold. - Action **List Active Threads** List the threads and forum posts currently active in a Discord server. - Action **List Messages** List the most recent messages in a Discord channel, newest first. - Action **List Reactions** List the people who reacted to a message with a given emoji. - Action **List Roles** List every role defined in a Discord server, so you can pick the Role ID an operation needs. - Action **List Servers** List the Discord servers (guilds) the APIANT bot has been added to. Use it to get the Server ID every other Discord operation asks for. - Action **Remove User Role** Remove a chosen role from the specified user. - Action **Rename Channel** Rename a channel to a specific name you choose. - Action **Send Channel Message** Post a new message to a specific #channel you choose. - Action **Send Direct Message** Send a direct message to a specific user. - Action **Send message in Forum Post** Send a new message in a specific Forum Post. - Action **Update Message** Edit the content of a previously sent message. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **Discord** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connections/discord) 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 Discord - [ **Asana to Discord** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-discord) - [ **Archive.org to Discord** Archive.org is the Internet Archive, a public library of archived web pages, books, audio recordings, films...](https://apiant.ai/connect/archive-org-to-discord) - [ **CNBC to Discord** Get the latest business news, stock market, financial and earnings stories from CNBC's public RSS feeds.](https://apiant.ai/connect/cnbc-to-discord) - [ **Deel to Discord** Deel helps thousands of companies expand globally with unmatched speed and flexibility.](https://apiant.ai/connect/deel-to-discord) - [ **Diagrams.so to Discord** Generate editable draw.io architecture diagrams from text or infrastructure code](https://apiant.ai/connect/diagrams-so-to-discord) - [ **Slack to Discord** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-discord) Questions ## Erpnext and Discord, 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 Discord when something happens in Erpnext? Any of Discord's 22 actions, including Create Channel, Create new Forum Post, Create Role and Send Channel Message. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Discord to Erpnext? Yes. When something happens in Discord, your agent can act in Erpnext too. This page covers both directions: Discord's triggers and Erpnext's actions are listed here as well. ### ### Do I have to build a connector for Erpnext or Discord? 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 Discord 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.