Integration
Connect Erpnext and Salescaptain
When New Customer fires in Erpnext, your agent runs Add Tag to Contact in Salescaptain, or New Contact in Salescaptain 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 Salescaptain 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 Salescaptain can do together
From Erpnext to Salescaptain
When New Customer in Erpnext
then Add Tag to Contact in Salescaptain
From Salescaptain 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 Salescaptain
Triggers and actions 3 triggers · 53 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 Contact
Triggers when a contact is created in a company.
- Add Tag to Contact
Assigns an existing tag to a contact.
- Create Contact
Creates a contact in a company. Give a phone or an email.
- Create Tag
Creates a tag in a company.
- Delete Contact
Permanently deletes a contact.
- Delete Tag
Permanently deletes a tag.
- Get Account
Returns one user account by its ID.
- Get Call Analytics
Returns inbound and outbound call analytics per account for one or more companies.
- Get Company
Returns one company by its ID.
- Get Contact
Returns one contact by its ID.
- Get Conversation
Returns one conversation by its ID.
- Get Conversation Profile
Returns one conversation profile by its ID.
- Get Custom Field
Returns one custom field definition by its ID.
- List Accounts
Returns the user accounts in a company.
- List Companies
Returns the companies the API token has access to.
- List Contacts
Returns a page of contacts for a company, optionally filtered by a search term.
- List Conversation Profiles
Returns the conversation profiles (phone lines, inboxes) of a company.
- List Conversations
Returns a page of conversations for a company.
- List Custom Fields
Returns the contact custom field definitions of a company.
- List SMS Templates
Returns the active SMS templates of a company, grouped by type.
- List Tags
Returns the tags of a company.
- Remove Tag from Contact
Removes a tag from a contact.
- Send Message
Sends an outbound message in a conversation.
- Update Contact
Updates a contact's name, phone or email.
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 Salescaptain
HubSpot to SalescaptainHubSpot is your all-in-one stop for all of your marketing software needs.
Google Sheets to SalescaptainGoogle Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.
Gmail to SalescaptainGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to SalescaptainGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to SalescaptainGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Mailchimp to SalescaptainMailchimp marketing automation and email platform.
Questions
Erpnext and Salescaptain, 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 Salescaptain when something happens in Erpnext?
Any of Salescaptain's 23 actions, including Create Contact, Create Tag, Send Message and Update Contact. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Salescaptain to Erpnext?
Yes. When something happens in Salescaptain, your agent can act in Erpnext too. This page covers both directions: Salescaptain's triggers and Erpnext's actions are listed here as well.
Do I have to build a connector for Erpnext or Salescaptain?
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 Salescaptain 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.