# Connect Hub Planner to Priority When **New Booking** fires in [Hub Planner](https://apiant.ai/connections/hub-planner), your agent runs **Add record** in [Priority](https://apiant.ai/connections/priority). Describe the whole flow and it is built, tested on every scenario and kept running. Hub Planner **4** triggers Hub Planner **11** actions Priority **16** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Hub Planner and Priority 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 Hub Planner can start in Priority - When **New Booking** in Hub Planner then **Add record** in Priority - When **New or Updated Project** in Hub Planner then **Add Shipping Charges to an Order** in Priority 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 Hub Planner and Priority ## Triggers and actions 4 triggers · 27 actions - Trigger **New Booking** Triggers when a new booking is created. - Trigger **New or Updated Project** Triggers when a project is created or updated. - Trigger **New or Updated Resource** Triggers when a resource is created or updated. - Trigger **New or Updated Time Entry** Triggers when a new time entry is created or updated. - Action **Create Booking** Create / Schedule a booking for resource and project or event. - Action **Create Event** Creates a new event. - Action **Create Milestone** Create a Milestone for a Project. - Action **Create Project** Creates a new project. - Action **Create Time Entry** Create timeEntry for resource and project. - Action **Find Booking** Find Booking by id. - Action **Find Event** Find event by name or id. - Action **Find Project** Find project by name, code or id. - Action **Find Resource** Find resource by it's ID, name or email address. - Action **Find TimeEntry** Find timeentry by id. - Action **Update Booking** Updates an existing booking. - Action **Add record** Creates a new record in the Priority form (entity) you choose, such as CUSTOMERS or ORDERS, and returns the created record. - Action **Add Shipping Charges to an Order** Adds a shipping charge to an existing Priority sales order as an order line for your shipping part, with the charge amount as its price. - Action **Create a New Sales Order** Creates a sales order for a customer in Priority, optionally with order lines. - Action **Create Exist Customer Sales Order** Creates a sales order in Priority for an existing customer, optionally with order lines. - Action **Create Potential Customer** Creates a potential customer record in Priority. - Action **Delete record** Deletes a record from a Priority form, such as a customer or an order, by its key. - Action **Find Customer by Email** Finds customers in Priority whose email address matches the one you provide. - Action **Find records by filter** Returns the records of a Priority form (such as CUSTOMERS or ORDERS) that match a filter expression. - Action **Find the Country Name by Two Letter Code** Looks up a country in Priority by its two-letter code and returns the country's name. - Action **Get Campaigns** Returns the marketing campaigns defined in Priority, optionally filtered and sorted. - Action **Get Customers** Returns customers from Priority, optionally filtered, sorted and limited to chosen fields. - Action **Get Lead Types** Returns the lead types defined in Priority, optionally filtered and sorted. - Action **Get record** Returns a single record from a Priority form (such as a customer or order) by its key. - Action **List records** Returns records from a Priority form, such as customers or orders, optionally filtered, sorted and limited. - Action **Update record** Updates an existing record in any API-enabled Priority form, changing only the fields you supply, and returns the updated record. - Action **Update Sales Order Status** Changes the status of an existing sales order in Priority. ## Each app on its own - [ **Hub Planner** Hub Planner is a resource planning and scheduling service with timesheets and dynamic reporting.](https://apiant.ai/connections/hub-planner) - [ **Priority** Priority is a comprehensive ERP package empowering hundreds of thousands of end users worldwide in their...](https://apiant.ai/connections/priority) Reviews ## What our customers say ## More from Hub Planner - [ **Hub Planner to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hub-planner-to-hubspot) - [ **Hub Planner to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hub-planner-to-salesforce) - [ **Hub Planner to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/hub-planner-to-slack) - [ **Hub Planner to Mailchimp** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/hub-planner-to-mailchimp) - [ **Hub Planner to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hub-planner-to-stripe) - [ **Hub Planner to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/hub-planner-to-shopify) ## More into Priority - [ **HubSpot to Priority** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-priority) - [ **Salesforce to Priority** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-priority) - [ **Slack to Priority** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-priority) - [ **Google Sheets to Priority** Google Sheets](https://apiant.ai/connect/google-sheets-to-priority) - [ **Gmail to Priority** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-priority) - [ **Google Calendar to Priority** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-priority) Questions ## Hub Planner and Priority, answered ### ### What can start an automation from Hub Planner? Any of Hub Planner's 4 triggers in the catalog, including New Booking, New or Updated Project, New or Updated Resource and New or Updated Time Entry. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Priority when something happens in Hub Planner? Any of Priority's 16 actions, including Create a New Sales Order, Create Exist Customer Sales Order, Create Potential Customer and Update record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Priority to Hub Planner? Priority has no triggers in the catalog today, so automations start in Hub Planner. If you need the other direction, ask: your agent reads Priority's API documentation and adds it. ### ### Do I have to build a connector for Hub Planner or Priority? 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.