Integration
Connect Katana to Priority
When New Customer fires in Katana, your agent runs Create Potential Customer in Priority. 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 Katana and Priority 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 Katana can start in Priority
When New Customer in Katana
then Create Potential Customer 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 Katana and Priority
Triggers and actions 2 triggers · 38 actions
- New Customer
Triggers when a new customer is created in Katana.
- New Sales Order
Triggers when a new sales order is created in Katana.
- Add manufacturing order
Creates a manufacturing order in Katana for a product variant at a location. Recipe and operation rows are added automatically from the product's recipe.
- Add material
Creates a material in Katana, with one or more variants, and returns the new material.
- Add product
Creates a product in Katana with one or more variants, including its unit of measure, category, and sell/make/buy settings.
- Add purchase order
Creates a purchase order for a supplier, together with its line items, in Katana.
- Create Customer
Creates a customer in Katana.
- Create Sales Order
Creates a sales order in Katana for a customer with one product variant line.
- Delete customer
Deletes a customer from Katana by its ID.
- Delete sales order
Deletes a single sales order in Katana by its ID.
- Find Customer
Finds Katana customers matching a name, email or phone number.
- Get manufacturing order
Returns the details of a manufacturing order, including its status, quantities, costs, dates and custom field values.
- Get product
Returns a Katana product by its ID, including its variants and configuration options.
- Get purchase order
Returns a purchase order by its ID, including its rows, totals, status and custom field values.
- Get Sales Order
Returns one Katana sales order by its ID.
- List customers
Returns the customers in your Katana account, most recent first, optionally filtered by name, email, company, category and date ranges.
- List inventory
Returns current inventory levels per variant and location, optionally filtered by location or variant.
- List manufacturing orders
Returns manufacturing orders, most recent first, optionally filtered by status, order number, location, linked sales order, or created/updated date ranges.
- List products
Returns the products in your Katana account, most recent first, optionally filtered by name, unit of measure, flags, supplier or date ranges.
- List purchase orders
Returns the purchase orders in your Katana account, most recent first, optionally filtered by status, supplier, location, order number and date ranges.
- List sales orders
Returns the sales orders in your Katana account, most recent first, optionally filtered by customer, status, location, dates and more.
- Update Customer
Updates an existing Katana customer. Only the fields you fill in are changed.
- Update product
Updates an existing Katana product. Only the fields you fill in are changed; everything else is left as it is.
- Update sales order
Updates an existing Katana sales order. Only the fields you fill in are changed; everything else is left as is.
- Add record
Creates a new record in the Priority form (entity) you choose, such as CUSTOMERS or ORDERS, and returns the created record.
- 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.
- Create a New Sales Order
Creates a sales order for a customer in Priority, optionally with order lines.
- Create Exist Customer Sales Order
Creates a sales order in Priority for an existing customer, optionally with order lines.
- Create Potential Customer
Creates a potential customer record in Priority.
- Delete record
Deletes a record from a Priority form, such as a customer or an order, by its key.
- Find Customer by Email
Finds customers in Priority whose email address matches the one you provide.
- Find records by filter
Returns the records of a Priority form (such as CUSTOMERS or ORDERS) that match a filter expression.
- 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.
- Get Campaigns
Returns the marketing campaigns defined in Priority, optionally filtered and sorted.
- Get Customers
Returns customers from Priority, optionally filtered, sorted and limited to chosen fields.
- Get Lead Types
Returns the lead types defined in Priority, optionally filtered and sorted.
- Get record
Returns a single record from a Priority form (such as a customer or order) by its key.
- List records
Returns records from a Priority form, such as customers or orders, optionally filtered, sorted and limited.
- Update record
Updates an existing record in any API-enabled Priority form, changing only the fields you supply, and returns the updated record.
- Update Sales Order Status
Changes the status of an existing sales order in Priority.
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
More from Katana
Katana to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
Katana to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Katana to MailchimpMailchimp marketing automation and email platform.
Katana to StripeStripe is a payment processing platform for online businesses.
Katana to ShopifyShopify is a commerce platform for online stores and retail point-of-sale.
Katana to QuickBooks OnlineQuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...
More into Priority
PostgreSQL to PriorityConnect directly to a PostgreSQL database and run SQL statements from your automations.
ActiveTrail to PriorityActiveTrail is a marketing automation platform designed to help you maintain active relationships with...
Cakemail to PriorityCakemail provides all the tools you need to deliver the emails people want.
Canny to PriorityCanny is a user feedback tool that lets you keep track of all of your user feedback in one organized place.
Communi App to PriorityCommuni is an app for all communities are looking for ways to better connect and integrate new people.
HubSpot to PriorityHubSpot is your all-in-one stop for all of your marketing software needs.
Questions
Katana and Priority, answered
What can start an automation from Katana?
Any of Katana's 2 triggers in the catalog, including New Customer and New Sales Order. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Priority when something happens in Katana?
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 Katana?
Priority has no triggers in the catalog today, so automations start in Katana. 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 Katana 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.
Can my AI client use Katana and Priority 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.