Integration
Connect Erpnext to Sophiie
When New Customer fires in Erpnext, your agent runs Add lead in Sophiie. 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 Sophiie 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 can start in Sophiie
When New Customer in Erpnext
then Add lead in Sophiie
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 Sophiie
Triggers and actions 2 triggers · 48 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.
- Add appointment
Books an appointment (job) for a lead in Sophiie. It appears on the dashboard calendar and syncs to connected calendars.
- Add lead
Creates a new lead in your Sophiie organization with contact details, business name and social links.
- Cancel appointment
Cancels an appointment (job), keeping it with status Cancelled and syncing the cancellation to connected calendars.
- Delete lead
Deletes a lead from your Sophiie organization.
- Get appointment
Returns a single appointment (job) by its ID, including its time, status, lead, attendees and notes.
- Get call
Returns a single completed phone call, including its outcome, summary, transcript and recording link.
- Get inquiry
Returns a single inquiry, including its customer (lead) and the call, chat, webform or message details it came from.
- Get lead
Returns a lead's full details, including contact info, status, tags, default address and last inquiry.
- Get organization
Returns the details of the Sophiie organization tied to the connected account, including its name, contact details, time zone, country and currency.
- List appointments
Returns the appointments (jobs) in your Sophiie organization, optionally only those for one lead.
- List inquiries
Returns the inquiries (calls, emails, chats, SMS, web forms and social messages) received by your Sophiie organization, optionally filtered by lead, source or archived state.
- List lead notes
Returns the notes recorded on a lead, including their content, author and timestamps.
- List leads
Returns the leads in your Sophiie organization, with contact details, status and unread inquiry counts. Optionally limit to leads created or updated since a given time.
- List members
Returns the members (users) of your Sophiie organization, including their role, name, email and phone.
- Send call
Places an outbound phone call to a person using your organization's Sophiie virtual assistant.
- Send SMS
Sends an SMS (or MMS with media) to a lead, continuing an existing conversation thread or starting a new one.
- Update appointment
Updates an existing appointment (job) in Sophiie. Only the fields you fill in are changed.
- Update lead
Updates an existing lead's contact details, such as name, email, phone, suburb, business name and social links.
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
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Questions
Erpnext and Sophiie, 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 Sophiie when something happens in Erpnext?
Any of Sophiie's 18 actions, including Send call, Send SMS, Update appointment and Update lead. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Sophiie to Erpnext?
Sophiie has no triggers in the catalog today, so automations start in Erpnext. If you need the other direction, ask: your agent reads Sophiie's API documentation and adds it.
Do I have to build a connector for Erpnext or Sophiie?
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 Sophiie 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.