--- title: "Connect Erpnext to Leexi - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Add meeting event\" in Leexi." canonical: "https://apiant.ai/connect/erpnext-to-leexi" --- # Connect Erpnext to Leexi When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Add meeting event** in [Leexi](https://apiant.ai/connections/leexi). Describe the whole flow and it is built, tested on every scenario and kept running. Erpnext **2** triggers Erpnext **30** actions Leexi **20** 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 Leexi 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 Leexi - When **New Customer** in Erpnext then **Add meeting event** in Leexi - When **New Sales Invoice** in Erpnext then **Add user** in Leexi 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 Leexi ## Triggers and actions 2 triggers · 50 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 **Add meeting event** Create a meeting event (schedule a meeting to be recorded). - Action **Add team** Create a team in your Leexi workspace. - Action **Add user** Creates a user in your Leexi workspace. Requires the write_users permission scope on the API key. - Action **Delete meeting event** Deletes a Leexi meeting event. Requires the write_meeting_events permission scope on the API key. - Action **Delete team** Delete a team of the workspace. - Action **Delete user** Deactivates a Leexi user. Leexi never permanently deletes users: their calls and history are kept, sessions are revoked and they stop consuming a license. Deactivating an already inactive user still succeeds. - Action **Get call** Get a single Leexi call or meeting, including its topics, AI summary prompts, tasks and transcript. - Action **Get call note** Retrieve a single call note. - Action **Get meeting event** Retrieve a single meeting event. - Action **Get team** Retrieve a single team of the workspace. - Action **Get user** Retrieve a single user of the workspace. - Action **Launch meeting assistant** Sends the Leexi meeting assistant (bot) into a meeting event, or stops the bot that is already running. - Action **List call notes** List call notes for a given call. - Action **List calls** List the calls and meetings the API key can access, newest first by default, with optional filters on date, source, owner, participants, conversation type and customer contact. - Action **List teams** List all teams in your Leexi workspace. - Action **List users** List all users in your Leexi workspace. - Action **Request presigned recording upload URL** Requests a presigned URL for uploading a call recording before creating the call with Add call. Requires the write_calls permission scope on the API key. - Action **Update call note** Updates the translated text of a call note for one language. The original note text is not modified. Requires the write_calls permission on the API key. - Action **Update team** Update the name or active status of a team in your Leexi workspace. Only the values you fill in are changed. - Action **Update user** Updates a Leexi user. Only the fields you fill in are changed. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **Leexi** Leexi transcribes, analyses and summarizes your calls and video conferences.](https://apiant.ai/connections/leexi) 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 Leexi - [ **HubSpot to Leexi** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-leexi) - [ **Salesforce to Leexi** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-leexi) - [ **Slack to Leexi** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-leexi) - [ **Google Sheets to Leexi** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-leexi) - [ **Gmail to Leexi** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-leexi) - [ **Google Calendar to Leexi** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-leexi) Questions ## Erpnext and Leexi, 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 Leexi when something happens in Erpnext? Any of Leexi's 20 actions, including Update call note, Update team, Update user and Add meeting event. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Leexi to Erpnext? Leexi has no triggers in the catalog today, so automations start in Erpnext. If you need the other direction, ask: your agent reads Leexi's API documentation and adds it. ### ### Do I have to build a connector for Erpnext or Leexi? 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 Leexi 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.