Integration
Connect ClickUp and Erpnext
When New Task fires in ClickUp, your agent runs Add Lead in Erpnext, or New Customer in Erpnext to Find User by Name or Email in ClickUp. 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 ClickUp and Erpnext 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 ClickUp and Erpnext can do together
From ClickUp to Erpnext
When New Task in ClickUp
then Add Lead in Erpnext
From Erpnext to ClickUp
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 ClickUp and Erpnext
Triggers and actions 8 triggers ยท 52 actions
- New Comment on a Task
Triggers when a new Comment is added to a Task in ClickUp.
- New Folder
Triggers when new folders are created.
- New List
Triggers when new lists are created.
- New Task
Triggers when tasks are added.
- New Time Entry
Triggers when a new Time Entry is added using ClickUp Time tracking.
- Task Changes
Triggers when a task changes.
- Add Task Checklist
Add a checklist to a task
- Archive or Delete Task
Archive or delete ClickUp task
- Create Folder
Creates a new folder
- Create List
Creates a new list
- Create New Document
Create new document in the specific location
- Create New Document Page
Create new page in the specific document
- Create Space
A Space represents teams, departments, or groups, each with its own Lists, workflows, and settings.
- Create Subtask
Creates a new subtask
- Create Task
Creates a new task.
- Edit Document Page
Edit document page
- Find a List of All Tasks
Finds a list of all tasks created in Workspace/Space/Folder/List. Supports Custom Fields.
- Find Custom Fields
View the Custom Fields available on tasks in a specific Team / Space / Folder / List.
- Find Documents
Search for documents by location.
- Find Task by ID
Find an existing task by its ID.
- Find the Most Recent Task
Find the most recent task created in Workspace/Space/Folder/List.
- Find User by Name or Email
Find an existing user by their name or their email.
- Post a Task Comment
Post a comment to a task
- Post Attachment
Post an attachment to a task.
- Send Chat Message to Channel
Post a message to a specific channel you choose.
- Send Direct Message
Send a direct message to a user or yourself.
- Time Tracked
Add time tracked to a task
- Update Task
Updates an existing task.
- 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.
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
ClickUp and Erpnext, answered
Can a ClickUp task update a record that already exists in ERPNext?
Yes. A Task Changes trigger in ClickUp can feed actions such as Update Sales Order, Update Customer or Update Lead in ERPNext, using an identifier carried on the task. The agent tests every scenario so the right record is matched before anything is written.
What happens if the ERPNext customer has no account manager set in ClickUp?
You decide the rule, for example only create the ClickUp task when Find User by Name or Email returns a match, and otherwise post a message to a channel. The agent builds the condition you describe and tests each scenario before it runs live.
What can start an automation from ClickUp?
Any of ClickUp's 6 triggers in the catalog, including New Task, Task Changes, New Comment on a Task and New Folder. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Erpnext when something happens in ClickUp?
Any of Erpnext's 30 actions, including Add Lead, Update Sales Order, Update Contact and Update Customer. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Erpnext to ClickUp?
Yes. When something happens in Erpnext, your agent can act in ClickUp too. This page covers both directions: Erpnext's triggers and ClickUp's actions are listed here as well.
Do I have to build a connector for ClickUp or Erpnext?
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 ClickUp and Erpnext 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.