Integration
Connect Erpnext and Whippy
When New Customer fires in Erpnext, your agent runs Add Contacts to a Sequence in Whippy, or Channels in Whippy 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 Whippy 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 Whippy can do together
From Erpnext to Whippy
When New Customer in Erpnext
then Add Contacts to a Sequence in Whippy
From Whippy 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 Whippy
Triggers and actions 6 triggers · 50 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.
- Channels
Triggers when a new channel is added to your Whippy organization.
- List Agents
Triggers when a new AI agent is added to your Whippy organization.
- List Calls
Triggers when a new call is logged in Whippy.
- List Users
Triggers when a new user is added to your Whippy organization.
- Add Contacts to a Sequence
Adds contacts to a Whippy sequence, creating any contact that does not exist yet.
- Create a Contact
Creates a new contact in Whippy from a phone number, with optional name, email and opt-in preferences.
- Delete a Contact
Deletes a contact from Whippy by its ID.
- Get Agent by ID
Returns one Whippy AI agent by its ID, including its current version and settings.
- Get All Campaigns
Returns the campaigns in your Whippy organization, optionally filtered by title.
- Get All Channels
Returns the channels (phone numbers, email addresses and other locations) in your Whippy organization.
- Get All Contacts
Returns the contacts in your Whippy organization, optionally filtered by name, email or phone.
- Get All Sequences
Returns the sequences in your Whippy organization, optionally filtered by title.
- Get All Sequence Steps
Returns all the steps of a Whippy sequence, including each step's message and delivery stats.
- Get Call by ID
Returns one Whippy call by its ID, including its recording and transcript links.
- Get Campaign by ID
Returns one Whippy campaign by its ID.
- Get Campaign Contacts
Returns the contacts a Whippy campaign was sent to, with optional filters for delivery, responses, unsubscribes and link clicks.
- Get Contact by ID
Returns one Whippy contact by its ID.
- Get Contacts in a Sequence
Returns the contacts enrolled in a Whippy sequence, with optional filters for status, step, responses, unsubscribes and link clicks.
- Get Sequence by ID
Returns one Whippy sequence by its ID.
- List Agents
Returns the AI agents in your Whippy organization, optionally filtered by name.
- List Calls
Returns calls in your Whippy organization, optionally limited to a date range.
- List Users
Returns the users in your Whippy organization, optionally filtered by name, email, phone, role or state.
- Send an SMS
Sends an SMS text message from one of your Whippy channels to a phone number.
- Update a Contact
Updates an existing Whippy contact's details such as name, email, phone or opt-in preferences.
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
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Questions
Erpnext and Whippy, 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 Whippy when something happens in Erpnext?
Any of Whippy's 20 actions, including Create a Contact, Send an SMS, Update a Contact and Add Contacts to a Sequence. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Whippy to Erpnext?
Yes. When something happens in Whippy, your agent can act in Erpnext too. This page covers both directions: Whippy's triggers and Erpnext's actions are listed here as well.
Do I have to build a connector for Erpnext or Whippy?
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 Whippy 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.