--- title: "Connect Erpnext and MeisterTask - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Create Task\" in MeisterTask, or \"New Attachment\" in MeisterTask to \"Add Contact\" in Erpnext." canonical: "https://apiant.ai/connect/erpnext-to-meistertask" --- # Connect Erpnext and MeisterTask When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Create Task** in [MeisterTask](https://apiant.ai/connections/meistertask), or **New Attachment** in MeisterTask 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 MeisterTask **9** triggers MeisterTask **9** 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 MeisterTask 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 MeisterTask can do together ### From Erpnext to MeisterTask - When **New Customer** in Erpnext then **Create Task** in MeisterTask - When **New Sales Invoice** in Erpnext then **Create Task Label** in MeisterTask ### From MeisterTask to Erpnext - When **New Attachment** in MeisterTask then **Add Contact** in Erpnext - When **New Checklist Item** in MeisterTask then **Add Item** 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 MeisterTask ## Triggers and actions 11 triggers · 39 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 Attachment** Triggers when a new file is attached to any task in the project you pick. Returns the attachment's name, type and download link along with the task it belongs to. - Trigger **New Checklist Item** Triggers when a new checklist item is added to any task in the project you pick. Returns the item's text and status along with the checklist and task it belongs to. - Trigger **New Comment** Triggers when a new comment is posted on any task in the project you pick. Returns the comment text and author along with the task it was posted on. - Trigger **New Label** Triggers when a new label is created in the project you pick. Returns the label's name and color. - Trigger **New Person** Triggers when a new person joins your MeisterTask account. Returns their name, email address and when they were added. - Trigger **New Project** Triggers when a new project is created in your MeisterTask account. Returns the project's name, notes and status. - Trigger **New Section** Triggers when a new section (column) is added to the project you pick. Returns the section's name, color and work-in-progress limit. - Trigger **New Task** Triggers when a new task is created in the project you pick. Returns the task's title, notes, section and assignee. - Trigger **New Task Label** Triggers when a label is added to any task in the project you pick. Returns the label's name and color along with the task it was added to. - Action **Create Attachment** Uploads a file and attaches it to a MeisterTask task. Returns the new attachment's ID, name and download link. - Action **Create Label** Creates a new label in a MeisterTask project. Returns the label's ID, name and color. - Action **Create Task** Creates a new task in a MeisterTask section. Returns the task's ID, title, section and project. - Action **Create Task Label** Adds an existing project label to a MeisterTask task. Returns the link between the task and the label. - Action **Find Attachment** Finds an attachment on a MeisterTask task by name. Returns whether a match was found along with the attachment's ID, name and download link. - Action **Find Label** Finds a label in a MeisterTask project by name. Returns whether a match was found along with the label's ID and color. - Action **Find Person** Finds a person in your MeisterTask account by email address or full name. Returns whether a match was found along with the person's ID, name and email. - Action **Find Task** Finds a task in a MeisterTask project by title, optionally limited to one section. Returns whether a match was found along with the task's ID, section and assignee. - Action **Update Task** Updates a MeisterTask task. Only the values you supply are changed — anything you leave blank keeps its current value. ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **MeisterTask** MeisterTask is an incredibly intuitive online task manager that uses smart integrations and task automations...](https://apiant.ai/connections/meistertask) 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 MeisterTask - [ **HubSpot to MeisterTask** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-meistertask) - [ **Google Sheets to MeisterTask** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-meistertask) - [ **Gmail to MeisterTask** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-meistertask) - [ **Google Calendar to MeisterTask** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-meistertask) - [ **Google Drive to MeisterTask** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-meistertask) - [ **Mailchimp to MeisterTask** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-meistertask) Questions ## Erpnext and MeisterTask, 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 MeisterTask when something happens in Erpnext? Any of MeisterTask's 9 actions, including Create Attachment, Create Label, Create Task and Create Task Label. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from MeisterTask to Erpnext? Yes. When something happens in MeisterTask, your agent can act in Erpnext too. This page covers both directions: MeisterTask's triggers and Erpnext's actions are listed here as well. ### ### Do I have to build a connector for Erpnext or MeisterTask? 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 MeisterTask 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.