--- title: "Connect Erpnext and Geekbot - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Get current user\" in Geekbot, or \"New Report\" in Geekbot to \"Add Contact\" in Erpnext." canonical: "https://apiant.ai/connect/erpnext-to-geekbot" --- # Connect Erpnext and Geekbot When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Get current user** in [Geekbot](https://apiant.ai/connections/geekbot), or **New Report** in Geekbot 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 Geekbot **1** trigger Geekbot **17** 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 Geekbot 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 Geekbot can do together ### From Erpnext to Geekbot - When **New Customer** in Erpnext then **Get current user** in Geekbot - When **New Sales Invoice** in Erpnext then **Add out-of-office period** in Geekbot ### From Geekbot to Erpnext - When **New Report** in Geekbot then **Add Contact** in Erpnext - When **New Report** in Geekbot 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 Geekbot ## Triggers and actions 3 triggers · 47 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 Report** Triggers when a new standup report is submitted in Geekbot. - Action **Add out-of-office period** Schedules an out-of-office period for you or, if you are an admin, for another team member, covering whole days from the start date to the end date. - Action **Add poll** Creates a one-shot Geekbot poll that posts a question with answer choices to a channel. - Action **Add standup** Creates a new Geekbot standup with its questions, schedule and broadcast channel. - Action **Delete report** Deletes a standup report you authored, removing its broadcast message if one was posted. - Action **Delete standup** Deletes a standup and returns the details of the standup that was removed. You must have permission to edit the standup. - Action **Get current user** Returns the user who owns the connected API key, along with the team they belong to. - Action **Get poll** Returns one poll you created, including its schedule, channel, members and optionally its questions. - Action **Get report** Returns one submitted standup report, including who posted it, when, and the answer to each question. - Action **Get standup** Returns one standup by id, including its schedule, members, broadcast settings and optionally its questions. - Action **List out-of-office periods** Returns out-of-office periods for the team members you can view, ordered by start date, optionally narrowed by users, standups or a date window. - Action **List polls** Returns the active and paused polls you created in Geekbot, optionally filtered by state, channel, anonymity or creation date. - Action **List poll votes** Returns the vote results for a poll, grouped by broadcast and question. Without a date range it covers only the latest broadcast. - Action **List reports** Returns submitted Geekbot standup reports within a time window, optionally filtered by standup or user. - Action **List standups** Returns the active and paused standups visible to the connected user, with optional filters for state, anonymity, channel and creation date. - Action **List teams** Returns the Geekbot team tied to the connected API key, including its users who take part in at least one standup visible to the connected user. - Action **Start Report** Starts a standup immediately so its report questions go out, either to all of its participants or only to the users or emails you name. Returns the vendor's confirmation that the standup was queued. - Action **Update standup** Updates a standup's name, schedule, questions, channel and participants. Returns the updated standup. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **Geekbot** Geekbot runs asynchronous standups, retrospectives, and surveys — enabling easy, effective, and transparent...](https://apiant.ai/connections/geekbot) 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 Geekbot - [ **ActiveCampaign to Geekbot** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-geekbot) - [ **Airtable to Geekbot** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-geekbot) - [ **Asana to Geekbot** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-geekbot) - [ **ClickUp to Geekbot** ClickUp is an all-in-one app to plan, track, and manage your work in a beautifully intuitive environment.](https://apiant.ai/connect/clickup-to-geekbot) - [ **Discord to Geekbot** Discord is an all-in-one voice and text chat for gamers.](https://apiant.ai/connect/discord-to-geekbot) - [ **Freshdesk to Geekbot** Freshdesk is a cloud-based customer support and helpdesk platform.](https://apiant.ai/connect/freshdesk-to-geekbot) Questions ## Erpnext and Geekbot, 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 Geekbot when something happens in Erpnext? Any of Geekbot's 17 actions, including Update standup, Add out-of-office period, Add poll and Add standup. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Geekbot to Erpnext? Yes. When something happens in Geekbot, your agent can act in Erpnext too. This page covers both directions: Geekbot's triggers and Erpnext's actions are listed here as well. ### ### Do I have to build a connector for Erpnext or Geekbot? 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 Geekbot 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.