Integration
Connect Erpnext and Lunatask
When New Customer fires in Erpnext, your agent runs Create Task in Lunatask, or New Task in Lunatask to Add Contact in Erpnext. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want Erpnext and Lunatask to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne 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.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)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)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)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)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)Grok
Open grok.com/connectors, choose New Connector, then Custom, and paste the address. Grok signs you in in your browser.
Setup guide (opens in a new tab)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)Example flows
What Erpnext and Lunatask can do together
From Erpnext to Lunatask
When New Customer in Erpnext
then Create Task in Lunatask
When New Sales Invoice in Erpnext
then Update Task in Lunatask
From Lunatask to Erpnext
When New Task in Lunatask
then Add Contact in Erpnext
When New Task in Lunatask
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 Lunatask
Triggers and actions 3 triggers · 46 actions
Trigger
New CustomerFires when a new customer is created.
Trigger
New Sales InvoiceFires when a new sales invoice is created.
Action
Add ContactCreate a new contact.
Action
Add CustomerCreate a new customer record.
Action
Add ItemCreate a new item (product/service) record.
Action
Add LeadCreate a new lead.
Action
Add Sales InvoiceCreate a new sales invoice.
Action
Add Sales OrderCreate a new sales order.
Action
Delete ContactDelete a contact record.
Action
Delete CustomerDelete a customer record.
Action
Delete ItemDelete an item record.
Action
Delete LeadDelete a lead record.
Action
Delete Sales InvoiceDelete a sales invoice record.
Action
Delete Sales OrderDelete a sales order record.
Action
Get ContactRetrieve a single contact by name/id.
Action
Get CustomerRetrieve a single customer by name/id.
Action
Get ItemRetrieve a single item by name/id.
Action
Get LeadRetrieve a single lead by name/id.
Action
Get Sales InvoiceRetrieve a single sales invoice by name/id.
Action
Get Sales OrderRetrieve a single sales order by name/id.
Action
List ContactsList contact records with optional filters.
Action
List CustomersList customer records with optional filters.
Action
List ItemsList item records with optional filters.
Action
List LeadsList lead records with optional filters.
Action
List Sales InvoicesList sales invoice records with optional filters.
Action
List Sales OrdersList sales order records with optional filters.
Action
Update ContactUpdate fields on an existing contact.
Action
Update CustomerUpdate fields on an existing customer.
Action
Update ItemUpdate fields on an existing item.
Action
Update LeadUpdate fields on an existing lead.
Action
Update Sales InvoiceUpdate fields on an existing sales invoice.
Action
Update Sales OrderUpdate fields on an existing sales order.
Trigger
New TaskTriggers when a new task is created in Lunatask.
Action
Create Journal EntryCreates a journal entry for a given date.
Action
Create NoteCreates a note, optionally in a notebook. Returns the new note.
Action
Create PersonCreates a person (relationship). Returns the new person.
Action
Create Person Timeline NoteAdds a note to a person's memory timeline for a given date.
Action
Create TaskCreates a task in an area of life, optionally inside a goal. Returns the new task.
Action
Delete NoteDeletes a note by its ID.
Action
Delete PersonDeletes a person (relationship) by ID.
Action
Delete TaskDeletes a task by its ID.
Action
Get PersonReturns one person (relationship) by ID.
Action
Get TaskReturns one task by its ID.
Action
List NotesReturns all notes in the account, optionally only those created from a given source and source ID.
Action
List PeopleReturns all people (relationships), optionally only those created from a given source and source ID.
Action
List TasksReturns all tasks in the account, optionally only those created from a given source and source ID.
Action
Track Habit ActivityRecords that a habit was performed on a given date.
Action
Update NoteUpdates a note's name, content, notebook or date. New content replaces the existing content.
Action
Update TaskUpdates a task's name, note, status, priority, schedule or other attributes. Returns the updated task.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from Erpnext
Erpnext to PipedrivePipedrive is a sales CRM and pipeline management tool.
Erpnext to PandaDocPandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...
Erpnext to SupabaseSupabase is an open-source backend-as-a-service providing a Postgres database, authentication, storage, and...
Erpnext to VercelVercel is a platform for building, deploying, and scaling fast, modern web applications effortlessly.
Erpnext to FreeAgentFreeAgent is cloud accounting software for small businesses and freelancers — manage contacts, invoices...
Erpnext to Google ChatGoogle Chat is a communication software developed by Google built for teams that provides direct messages...
More into Lunatask
HubSpot to LunataskHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to LunataskGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to LunataskGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to LunataskGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to LunataskGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
ActiveCampaign to LunataskActiveCampaign is a marketing automation, email marketing, and CRM platform.
Questions
Erpnext and Lunatask, 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 Lunatask when something happens in Erpnext?
Any of Lunatask's 16 actions, including Create Journal Entry, Create Note, Create Person and Create Person Timeline Note. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Lunatask to Erpnext?
Yes. When something happens in Lunatask, your agent can act in Erpnext too. This page covers both directions: Lunatask's triggers and Erpnext's actions are listed here as well.
Do I have to build a connector for Erpnext or Lunatask?
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 Lunatask 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.