Integration
Connect Erpnext and Redash
When New Customer fires in Erpnext, your agent runs Create Alert in Redash, or New Dashboard in Redash 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 Redash 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 Redash can do together
From Erpnext to Redash
When New Customer in Erpnext
then Create Alert in Redash
When New Sales Invoice in Erpnext
then Create Dashboard in Redash
From Redash to Erpnext
When New Dashboard in Redash
then Add Contact in Erpnext
When New Query in Redash
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 Redash
Triggers and actions 4 triggers · 49 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 DashboardTriggers when a new dashboard is created in your Redash site.
Trigger
New QueryTriggers when a new saved query is created in your Redash site.
Action
Archive DashboardArchives a dashboard.
Action
Archive QueryArchives a saved query so it no longer appears in lists.
Action
Create AlertCreates an alert that fires when a query result column meets a condition.
Action
Create DashboardCreates an empty dashboard with the given name.
Action
Create QueryCreates a saved query on one of your Redash data sources.
Action
Delete AlertDeletes an alert.
Action
Get AlertReturns one alert with its condition and current state.
Action
Get DashboardReturns one dashboard and its widgets.
Action
Get JobReturns the status of a query execution job and its result ID once it finishes.
Action
Get QueryReturns one saved query, including its text, data source and latest result ID.
Action
Get Query Cached ResultReturns the latest cached result rows of a query that has no parameters.
Action
Get Query ResultReturns the rows and columns of a query result.
Action
List AlertsReturns every alert in your Redash site with its state.
Action
List DashboardsReturns a page of the dashboards in your Redash site, optionally filtered by search text.
Action
List Data SourcesReturns the data sources your Redash queries can run on.
Action
List QueriesReturns a page of the saved queries in your Redash site, optionally filtered by search text.
Action
Refresh Query ResultsStarts running a saved query, or returns its cached result when a fresh enough one exists.
Action
Update DashboardUpdates a dashboard's name or tags.
Action
Update QueryUpdates the name, text or description of a saved query.
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 Redash
HubSpot to RedashHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to RedashGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to RedashGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to RedashGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to RedashGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to RedashMailchimp marketing automation and email platform.
Questions
Erpnext and Redash, 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 Redash when something happens in Erpnext?
Any of Redash's 19 actions, including Create Alert, Create Dashboard, Create Query and Update Dashboard. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Redash to Erpnext?
Yes. When something happens in Redash, your agent can act in Erpnext too. This page covers both directions: Redash's triggers and Erpnext's actions are listed here as well.
Do I have to build a connector for Erpnext or Redash?
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 Redash 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.