Integration
Connect Erpnext and Wheelbase
When New Customer fires in Erpnext, your agent runs Create Customer in Wheelbase, or New Customer in Wheelbase to Add Customer 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 Wheelbase 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 Wheelbase can do together
From Erpnext to Wheelbase
When New Customer in Erpnext
then Create Customer in Wheelbase
When New Sales Invoice in Erpnext
then Update customer in Wheelbase
From Wheelbase to Erpnext
When New Customer in Wheelbase
then Add Customer in Erpnext
When New Message in Wheelbase
then Add Contact 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 Wheelbase
Triggers and actions 6 triggers · 46 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 CustomerTriggered when a new customer is created or a marketplace guest books with the dealer.
Trigger
New MessageTriggers when a new message appears in a renter message thread, from the renter, your team or the system. If several messages arrive between checks, it fires once for that thread with the latest message.
Trigger
New or Updated ReservationTriggers when a reservation is created or updated in Wheelbase.
Trigger
New RentalTriggers when a new rental vehicle is added to your Wheelbase fleet. Requires a dealer account.
Action
Approve bookingApproves a booking from your side. Returns the updated booking; for a dealer-created booking this sends the customer their quote, and once both sides approve, payment is captured and the booking is confirmed.
Action
Cancel bookingCancels a confirmed booking and returns the booking after the cancellation. Cancelling may trigger a refund under the listing's cancel policy.
Action
Create CustomerCreates a customer in your Wheelbase account. If a customer with the same email already exists, that customer is updated and returned instead of creating a duplicate.
Action
Create ReservationCreates a reservation on a listing for the given dates, in negotiating status, for an existing or new customer. Returns the reservation with its pricing, payment schedule and trip details.
Action
Decline bookingDeclines a booking that has not yet been confirmed and returns the booking after the action. A booking that is already confirmed cannot be declined and must be cancelled instead.
Action
Find a CustomerReturns the customers that match a name, email, phone number or customer id, including dealer-managed customers and marketplace guests who have booked with the dealer.
Action
Find a RentalReturns the rental listings that match a location, travel dates, guest count, vehicle type or instant-book setting.
Action
Get bookingReturns a single booking by its id, including the renter, listing, dates, line items, totals and payment status. An error occurs if the booking is not found.
Action
Get customerReturns a single customer by id, including contact details, address, archived status and booking stats. An error occurs if the customer is not found.
Action
Get listingReturns the full, up-to-date detail for a single Wheelbase listing, including pricing, location, delivery options, owner, vehicle details and images.
Action
List booking paymentsReturns a booking's itemized money movement: customer charges, refunds and scheduled future charges, plus payouts made to your account.
Action
List bookingsReturns the bookings your Wheelbase account participates in as owner or renter, optionally narrowed by status, customer or start date.
Action
List locationsReturns the dealer's pickup and drop-off locations, with each location's address, coordinates and weekly hours.
Action
Update customerUpdates the details of a customer your account manages, such as their name, contact details and address, and returns the updated customer. Marketplace customers cannot be edited.
Action
Update listingUpdates a listing's name, description, nightly price or instant-book setting, and returns the updated listing.
Action
Update ReservationUpdates the dates, guest count, discount code, insurance, delivery or add-ons on a reservation that has not yet been confirmed, and returns the updated reservation with its recalculated pricing.
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
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Questions
Erpnext and Wheelbase, 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 Wheelbase when something happens in Erpnext?
Any of Wheelbase's 16 actions, including Create Customer, Create Reservation, Update customer and Update listing. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Wheelbase to Erpnext?
Yes. When something happens in Wheelbase, your agent can act in Erpnext too. This page covers both directions: Wheelbase's triggers and Erpnext's actions are listed here as well.
Do I have to build a connector for Erpnext or Wheelbase?
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 Wheelbase 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.