Integration
Connect Erpnext and Pipefy
When something happens in Erpnext or Pipefy, your agent does the next thing in the other. Describe it 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 Pipefy to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)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 Pipefy can do together
From Erpnext to Pipefy
When New Customer in Erpnext
then Create Card in Pipefy
When New Sales Invoice in Erpnext
then Create Record in Pipefy
From Pipefy to Erpnext
When Moved Card in Pipefy
then Add Contact in Erpnext
When New Card in Pipefy
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 Pipefy
Triggers and actions 8 triggers · 41 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
Done CardTriggers when a card is done.
Trigger
Moved CardTriggers when a card is moved.
Trigger
New CardTriggers when a new card is created.
Trigger
New Database RecordTriggers when a new record is created.
Trigger
Updated Card FieldTriggers when a card field is updated.
Trigger
Updated Record FieldTriggers when a record field is updated.
Action
Create CardCreates a card in a Pipefy pipe, filling in its start form fields.
Action
Create RecordCreates a new table record.
Action
Delete CardPermanently deletes a card from its pipe.
Action
Delete Database RecordDelete a database table record by ID via the GraphQL `deleteTableRecord(input: {id})` mutation.
Action
Find CardReturns the cards in a pipe whose chosen field matches the specified value.
Action
Find Database RecordsFind a database records by title.
Action
Get CardRetrieves a single Pipefy card by its id, including its phase, pipe, assignees, labels, attachments and field values.
Action
Get Database RecordFetch a single database table record by ID via the GraphQL `table_record(id: ID)` query.
Action
Move CardMoves a Pipefy card to another phase of its pipe.
Action
Update Card FieldSets a new value on one field of an existing Pipefy card.
Action
Update Database RecordUpdate a database table record's title/fields via the GraphQL `updateTableRecord(input: {id, title})` mutation.
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
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Questions
Erpnext and Pipefy, 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 Pipefy when something happens in Erpnext?
Any of Pipefy's 11 actions, including Create Card, Create Record, Update Card Field and Update Database Record. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Pipefy to Erpnext?
Yes. When something happens in Pipefy, your agent can act in Erpnext too. This page covers both directions: Pipefy's triggers and Erpnext's actions are listed here as well.
Do I have to build a connector for Erpnext or Pipefy?
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.
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.