--- title: "Connect Erpnext and iDenfy - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Add identification to blocklist\" in iDenfy." canonical: "https://apiant.ai/connect/erpnext-to-idenfy" --- # Connect Erpnext and iDenfy When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Add identification to blocklist** in [iDenfy](https://apiant.ai/connections/idenfy), or **KYB - New Company Verification (Polling)** in iDenfy 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 iDenfy **2** triggers iDenfy **6** 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 iDenfy 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 iDenfy can do together ### From Erpnext to iDenfy - When **New Customer** in Erpnext then **Add identification to blocklist** in iDenfy - When **New Sales Invoice** in Erpnext then **KYC - Create Identity Verification** in iDenfy ### From iDenfy to Erpnext - When **KYB - New Company Verification (Polling)** in iDenfy then **Add Contact** in Erpnext - When **KYC - New Identity Verification (Polling)** in iDenfy 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 iDenfy ## Triggers and actions 4 triggers · 36 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 **KYB - New Company Verification (Polling)** Triggers when a new KYB company verification is created in iDenfy. - Trigger **KYC - New Identity Verification (Polling)** Triggers when a new KYC identity verification appears in your iDenfy account. - Action **Add identification to blocklist** Adds a completed identity verification to your iDenfy blocklist, by its document, document details or selfie, so future verifications matching it are flagged. - Action **Delete identification from blocklist** Removes an identity verification's document, document data or selfie from your iDenfy blocklist. - Action **KYC - Create Identity Verification** Creates an iDenfy identity verification session for a client and returns the session reference, token and hosted verification link to send them to. - Action **KYC - Generate Verification PDF** Generates a PDF report for a completed identity verification, including verification data, status, AML and document photos, returned as a Base64-encoded file. - Action **KYC - Get Identification** Returns an identity verification's status and the personal and document data extracted from it, looked up by its scan reference. - Action **List identifications** Returns the KYC identity verifications on the account, with each one's scan reference and status, optionally filtered to one client. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **iDenfy** iDenfy helps you automate identity verification enforced with manual oversight.](https://apiant.ai/connections/idenfy) 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 iDenfy - [ **HubSpot to iDenfy** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-idenfy) - [ **Google Sheets to iDenfy** Google Sheets](https://apiant.ai/connect/google-sheets-to-idenfy) - [ **Gmail to iDenfy** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-idenfy) - [ **Google Calendar to iDenfy** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-idenfy) - [ **Google Drive to iDenfy** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-idenfy) - [ **ActiveCampaign to iDenfy** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-idenfy) Questions ## Erpnext and iDenfy, 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 iDenfy when something happens in Erpnext? Any of iDenfy's 6 actions, including Add identification to blocklist, KYC - Create Identity Verification, KYC - Generate Verification PDF and KYC - Get Identification. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from iDenfy to Erpnext? Yes. When something happens in iDenfy, your agent can act in Erpnext too. This page covers both directions: iDenfy's triggers and Erpnext's actions are listed here as well. ### ### Do I have to build a connector for Erpnext or iDenfy? 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 iDenfy 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.