Integration
Connect Erpnext and rasa.io
When New Customer fires in Erpnext, your agent runs Get contact in rasa.io, or New Insights Action in rasa.io 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 rasa.io 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)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 rasa.io can do together
From Erpnext to rasa.io
When New Customer in Erpnext
then Get contact in rasa.io
From rasa.io to 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 rasa.io
Triggers and actions 5 triggers · 40 actions
- New Customer
Fires when a new customer is created.
- New Sales Invoice
Fires when a new sales invoice is created.
- Add Contact
Create a new contact.
- Add Customer
Create a new customer record.
- Add Item
Create a new item (product/service) record.
- Add Lead
Create a new lead.
- Add Sales Invoice
Create a new sales invoice.
- Add Sales Order
Create a new sales order.
- Delete Contact
Delete a contact record.
- Delete Customer
Delete a customer record.
- Delete Item
Delete an item record.
- Delete Lead
Delete a lead record.
- Delete Sales Invoice
Delete a sales invoice record.
- Delete Sales Order
Delete a sales order record.
- Get Contact
Retrieve a single contact by name/id.
- Get Customer
Retrieve a single customer by name/id.
- Get Item
Retrieve a single item by name/id.
- Get Lead
Retrieve a single lead by name/id.
- Get Sales Invoice
Retrieve a single sales invoice by name/id.
- Get Sales Order
Retrieve a single sales order by name/id.
- List Contacts
List contact records with optional filters.
- List Customers
List customer records with optional filters.
- List Items
List item records with optional filters.
- List Leads
List lead records with optional filters.
- List Sales Invoices
List sales invoice records with optional filters.
- List Sales Orders
List sales order records with optional filters.
- Update Contact
Update fields on an existing contact.
- Update Customer
Update fields on an existing customer.
- Update Item
Update fields on an existing item.
- Update Lead
Update fields on an existing lead.
- Update Sales Invoice
Update fields on an existing sales invoice.
- Update Sales Order
Update fields on an existing sales order.
- New Insights Action
Triggers when a contact performs a new engagement action, such as a click or open, on the selected newsletter.
- New Insights Topics
Triggers when a newsletter subscriber gets a new weekly topic cloud, showing the topics and categories they engage with.
- New Person
Triggered when a new person is added to your rasa.io contacts, optionally only within a chosen list.
- Add list
Creates a new mailing list in the rasa.io account and returns the new list's id.
- Create or Update Person
Creates a contact for the email address, or updates the existing active contact with that email, and returns the contact.
- Delete contact
Permanently deletes a contact and the personal data held for them across this account's newsletters. A contact that cannot be fully deleted is archived instead.
- Get contact
Returns a single contact by ID, including its subscriptions, external identifiers and custom attributes. An error occurs if the contact is not found.
- Get newsletter
Returns a single newsletter by ID, including its associated lists and subscription types.
- List contacts
Returns the contacts in the rasa.io account, optionally narrowed to one list or to contacts matching an external system identifier.
- List newsletters
Returns all active newsletters in your rasa.io account, including their associated lists and subscription types.
- List segments
Returns the segments defined on your rasa.io account, including each segment's code, name, description and any account-level attribute rule.
- List subscription types
Returns all active subscription types in your rasa.io account, along with their active integration mappings.
- Remove contact from list
Removes a contact from a list. The contact itself is kept and stays on any other lists.
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 rasa.io, 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 rasa.io when something happens in Erpnext?
Any of rasa.io's 10 actions, including Create or Update Person, Add list, Get contact and Get newsletter. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from rasa.io to Erpnext?
Yes. When something happens in rasa.io, your agent can act in Erpnext too. This page covers both directions: rasa.io's triggers and Erpnext's actions are listed here as well.
Do I have to build a connector for Erpnext or rasa.io?
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 rasa.io 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.