--- title: "Connect Erpnext to RotaCloud - APIANT.ai" description: "When \"New Customer\" fires in Erpnext, your agent runs \"Create User\" in RotaCloud." canonical: "https://apiant.ai/connect/erpnext-to-rotacloud" --- # Connect Erpnext to RotaCloud When **New Customer** fires in [Erpnext](https://apiant.ai/connections/erpnext), your agent runs **Create User** in [RotaCloud](https://apiant.ai/connections/rotacloud). Describe the whole flow and it is built, tested on every scenario and kept running. Erpnext **2** triggers Erpnext **30** actions RotaCloud **23** 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 RotaCloud 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 can start in RotaCloud - When **New Customer** in Erpnext then **Create User** in RotaCloud - When **New Sales Invoice** in Erpnext then **Update User** in RotaCloud 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 RotaCloud ## Triggers and actions 2 triggers · 53 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. - Action **Assign User to Location** Adds a RotaCloud user to a location, keeping the locations they are already assigned to. - Action **Assign User to Role** Adds a role to a RotaCloud user's roles, keeping the roles they already have. - Action **Create Leave** Creates leave within RotaCloud. - Action **Create Location** Creates a location within RotaCloud. - Action **Create Role** Creates a role within RotaCloud. - Action **Create Shift** Creates a shift within RotaCloud. - Action **Create User** Creates a user within RotaCloud. - Action **Delete Location** Deletes a location from the RotaCloud account. - Action **Delete Role** Deletes a role from the RotaCloud account. - Action **Delete User** Deletes a user from the RotaCloud account. - Action **Find Leave by ID** Fetches a leave request by ID, with its employee, leave type, dates, status and messages. An error occurs if the leave is not found. - Action **Find Location by ID** Returns the RotaCloud location with the specified ID. - Action **Find Location by Name** Returns the RotaCloud locations whose name matches the specified name (case-insensitive). - Action **Find Role by ID** Returns the RotaCloud role with the specified ID. - Action **Find Role by Name** Returns the roles whose name matches the specified name. - Action **Find Shift by ID** Fetches a shift by ID, with its times, location, role, assigned employee, notes and whether it is published or open. An error occurs if the shift is not found. - Action **Find User by Email** Returns the RotaCloud user whose email address matches the specified email. - Action **Find User by ID** Retrieves a single RotaCloud user by their ID. - Action **Unassign User From Location** Removes a user from one location in RotaCloud, keeping their other location assignments. - Action **Unassign User From Role** Unssigns a user from a role within RotaCloud. - Action **Update Location** Updates an existing RotaCloud location's name, address, geolocation or timezone. Fields left blank are left unchanged. - Action **Update Role** Updates a role within RotaCloud. - Action **Update User** Updates an existing user by ID ## Each app on its own - [ **Erpnext** Open-source ERP system for accounting, inventory, manufacturing, sales, projects, and CRM.](https://apiant.ai/connections/erpnext) - [ **RotaCloud** RotaCloud is an online rota solution which makes it easy to build and share your rotas, make changes and...](https://apiant.ai/connections/rotacloud) 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 RotaCloud - [ **Postman to RotaCloud** Postman is a platform for building and testing APIs.](https://apiant.ai/connect/postman-to-rotacloud) - [ **HubSpot to RotaCloud** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-rotacloud) - [ **Salesforce to RotaCloud** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-rotacloud) - [ **Slack to RotaCloud** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-rotacloud) - [ **Google Sheets to RotaCloud** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-rotacloud) - [ **Gmail to RotaCloud** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-rotacloud) Questions ## Erpnext and RotaCloud, 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 RotaCloud when something happens in Erpnext? Any of RotaCloud's 23 actions, including Create Leave, Create Location, Create Role and Create Shift. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from RotaCloud to Erpnext? RotaCloud has no triggers in the catalog today, so automations start in Erpnext. If you need the other direction, ask: your agent reads RotaCloud's API documentation and adds it. ### ### Do I have to build a connector for Erpnext or RotaCloud? 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 RotaCloud 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.