Integration
Connect Erpnext to When I Work
When New Customer fires in Erpnext, your agent runs Create User in When I Work. 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 When I Work 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 When I Work
When New Customer in Erpnext
then Create User in When I Work
When New Sales Invoice in Erpnext
then Update user in When I Work
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 When I Work
Triggers and actions 2 triggers · 52 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.
Action
Add locationCreates a new schedule (location) in the When I Work account and returns the created schedule.
Action
Add positionCreates a position, such as Dishwasher or Server, in the When I Work account.
Action
Add time entryCreates a time entry on a user's timesheet in When I Work and returns the new entry.
Action
Add time off requestCreates a time off request for a user, covering a start and end time, with an optional time off type and paid hours.
Action
Clock inClocks a user in, starting a time entry for them. Returns the time entry, the user and the punches recorded on it.
Action
Clock outClocks a When I Work user out and returns the time entry the clock-out belongs to.
Action
Create UserCreates a new user in the When I Work account and returns the created user, optionally sending them an invitation.
Action
Delete shiftDeletes a shift by its ID, optionally notifying the assigned user and removing later shifts in a repeating series. This cannot be undone.
Action
Delete userDeletes a user from the When I Work account, optionally deleting their future shifts as well. When I Work allows this to be reversed.
Action
Get accountReturns the When I Work account for the connected login, including its company name, plan status, enabled features and settings. For a parent account, also returns its child accounts.
Action
Get shiftReturns a single shift by its ID, including its breaks and any repeating series it belongs to. An error occurs if the shift is not found.
Action
Get userReturns a single When I Work user by ID, including their contact details, role, positions, schedules and pay information.
Action
List locationsReturns all the schedules (locations) in the When I Work account, optionally only those not yet confirmed.
Action
List positionsReturns all the positions in the When I Work account, optionally including deleted ones.
Action
List shiftsReturns the shifts in a date range, optionally narrowed to a user or schedule, and optionally including open, unpublished or repeating shifts.
Action
List sitesReturns all the sites in the When I Work account, optionally including deleted sites.
Action
List time entriesReturns the time entries (timesheet records) in a date range, optionally limited to specific users, entries still clocked in, or entries updated since a given time.
Action
List time off requestsReturns the time off requests that fall within a date range, optionally narrowed by user, schedule, status or type.
Action
List usersReturns the users in the When I Work account, optionally narrowed by schedule or by a search on name or email, and optionally including pending or deleted users.
Action
Publish shiftsPublishes a group of shifts so they become visible on the schedule, and returns the shifts that were published. It does not notify the assigned users.
Action
Update shiftUpdates an existing shift on the schedule, such as its times, assigned user, position, breaks or notes, and returns the updated shift.
Action
Update userUpdates an existing user's contact details, role, positions, schedules, pay and access settings, and can reactivate a deleted user. Returns the updated user.
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 When I Work, 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 When I Work when something happens in Erpnext?
Any of When I Work's 22 actions, including Create User, Update shift, Update user and Add location. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from When I Work to Erpnext?
When I Work has no triggers in the catalog today, so automations start in Erpnext. If you need the other direction, ask: your agent reads When I Work's API documentation and adds it.
Do I have to build a connector for Erpnext or When I Work?
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 When I Work 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.