# Connect DecisionRules and Square

When **New Rules** fires in [DecisionRules](https://apiant.ai/connections/decisionrules), your agent runs **Add order** in [Square](https://apiant.ai/connections/square), or **New order** in Square to **Add folder** in DecisionRules. Describe the whole flow and it is built, tested on every scenario and kept running.

DecisionRules **1** trigger DecisionRules **10** actions Square **3** triggers Square **19** actions

What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.

## What do you want DecisionRules and Square to do together?

Give your AI client this address.

`https://mcp.apiant.ai`

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.ai`

Start Claude Code there, approve the server, and sign in in the browser page it opens.

[Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code)

### 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)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

### Zed

Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.

[Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

### 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)](https://apiant.ai/docs/mcp)

Example flows

## What DecisionRules and Square can do together

### From DecisionRules to Square

- When **New Rules** in DecisionRules then **Add order** in Square
- When **New Rules** in DecisionRules then **Create customer** in Square

### From Square to DecisionRules

- When **New order** in Square then **Add folder** in DecisionRules
- When **New or updated customer** in Square then **Add rule** in DecisionRules

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 DecisionRules and Square

## Triggers and actions 4 triggers · 29 actions

- Trigger

**New Rules**

Fires once for each new rule or rule flow added to the DecisionRules space.

- Action

**Add folder**

Create a folder under a node.

- Action

**Add rule**

Create a rule in a space.

- Action

**Add rule version**

Create a new version of a rule.

- Action

**Add tags to rule**

Add tags to a rule.

- Action

**Delete rule**

Delete a rule or rule version.

- Action

**Get rule**

Gets the latest version of a rule by its ID or alias, regardless of publication status.

- Action

**List folders**

Get the root folder tree.

- Action

**List rules**

List rules in a space.

- Action

**Update rule**

Update a rule version.

- Action

**Update rule status**

Publish/pending/archive a rule version.

- Trigger

**New order**

Triggered when a new order is created at the specified location.

- Trigger

**New or updated customer**

Triggered when a customer is created or updated.

- Trigger

**New payment**

Triggered when a new payment is received.

- Action

**Add catalog object**

Creates a catalog object (item, variation, category, tax, discount, modifier list and more) in the Square catalog.

- Action

**Add order**

Creates a new Square order at a location, with optional line items, taxes, discounts, service charges and a fulfillment.

- Action

**Add payment**

Creates a payment: charges a card or payment token, or records a cash or external payment the seller received outside Square.

- Action

**Add refund**

Refund a payment.

- Action

**Cancel payment**

Cancels (voids) a Square payment that is still in the APPROVED status, i.e. a delayed-capture payment that has not been completed.

- Action

**Create customer**

Creates a new customer profile.

- Action

**Delete catalog object**

Deletes a Square catalog object by ID, along with any objects that depend on it (for example an item's variations).

- Action

**Delete customer**

Deletes a customer profile by ID.

- Action

**Find catalog object**

Retrieves a catalog object (item, variation, etc.) by ID.

- Action

**Find customer**

Returns customer details for the specified customer ID.

- Action

**Find order**

Retrieves an order by ID.

- Action

**Find payment**

Retrieves a payment by ID.

- Action

**List locations**

Lists all business locations for the connected Square account.

- Action

**List payments**

Lists payments for the connected merchant, newest first.

- Action

**Search catalog objects**

Searches catalog objects by type (ITEM, CATEGORY, etc.).

- Action

**Search customers**

Searches customer profiles by email, phone, or reference ID.

- Action

**Search orders**

Searches orders for the specified location(s).

- Action

**Update customer**

Updates an existing customer profile.

- Action

**Update order**

Updates an open Square order by adding or replacing fields, or clearing them. Completed or canceled orders cannot be updated.

## Each app on its own

- [ **DecisionRules** DecisionRules is a no-code business rule engine that lets you automate and manage complex decision logic...](https://apiant.ai/connections/decisionrules)
- [ **Square** Square is a commerce platform for payments, point of sale, orders, customers, catalog, and invoices.](https://apiant.ai/connections/square)

Reviews

## What our customers say

## More from DecisionRules

- [ **DecisionRules to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/decisionrules-to-hubspot)
- [ **DecisionRules to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/decisionrules-to-salesforce)
- [ **DecisionRules to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/decisionrules-to-slack)
- [ **DecisionRules to Google Sheets** Google Sheets](https://apiant.ai/connect/decisionrules-to-google-sheets)
- [ **DecisionRules to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/decisionrules-to-gmail)
- [ **DecisionRules to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/decisionrules-to-google-calendar)

## More into Square

- [ **Shopify to Square** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/shopify-to-square)
- [ **Intercom to Square** Intercom is a customer communications platform for support, engagement, and marketing.](https://apiant.ai/connect/intercom-to-square)
- [ **JotForm to Square** JotForm is a web-based WYSIWYG form builder. Create forms, integrate them into your site, and collect...](https://apiant.ai/connect/jotform-to-square)
- [ **OpenAI to Square** OpenAI's platform for text generation (Responses + Chat Completions), image generation (gpt-image-1 /...](https://apiant.ai/connect/openai-to-square)
- [ **Capsule CRM to Square** Capsule is an online hosted CRM system for individuals, small businesses and sales teams wanting a simple...](https://apiant.ai/connect/capsule-crm-to-square)
- [ **LeanKit to Square** LeanKit is a Kanban-style project and work management platform. Manage boards, cards, lanes, and users.](https://apiant.ai/connect/leankit-to-square)

Questions

## DecisionRules and Square, answered

###

### What can start an automation from DecisionRules?

Any of DecisionRules's 1 trigger in the catalog, including New Rules. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Square when something happens in DecisionRules?

Any of Square's 19 actions, including Create customer, Update customer, Update order and Add catalog object. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Square to DecisionRules?

Yes. When something happens in Square, your agent can act in DecisionRules too. This page covers both directions: Square's triggers and DecisionRules's actions are listed here as well.

###

### Do I have to build a connector for DecisionRules or Square?

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.

###

### 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.
