--- title: "Connect Sierra Interactive and Square - APIANT.ai" description: "When \"New Lead\" fires in Sierra Interactive, your agent runs \"Add order\" in Square, or \"New order\" in Square to \"Find Lead\" in Sierra Interactive." canonical: "https://apiant.ai/connect/sierra-interactive-to-square" --- # Connect Sierra Interactive and Square When **New Lead** fires in [Sierra Interactive](https://apiant.ai/connections/sierra-interactive), your agent runs **Add order** in [Square](https://apiant.ai/connections/square), or **New order** in Square to **Find Lead** in Sierra Interactive. Describe the whole flow and it is built, tested on every scenario and kept running. Sierra Interactive **2** triggers Sierra Interactive **3** 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 Sierra Interactive and Square to do together? Give your AI client this address. `https://mcp.apiant.ai` One 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.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 Sierra Interactive and Square can do together ### From Sierra Interactive to Square - When **New Lead** in Sierra Interactive then **Add order** in Square - When **New Task** in Sierra Interactive then **Create customer** in Square ### From Square to Sierra Interactive - When **New order** in Square then **Find Lead** in Sierra Interactive - When **New or updated customer** in Square then **Get Lead** in Sierra Interactive 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 Sierra Interactive and Square ## Triggers and actions 5 triggers ยท 22 actions - Trigger **New Lead** Triggers when a new lead is created in your Sierra Interactive account. - Trigger **New Task** Triggers when a new lead task is created in your Sierra Interactive account. - Action **Find Lead** Finds leads in Sierra Interactive by name, email, phone, status, agent or source (up to 100). - Action **Find Users** Finds users (agents, managers and admins) in your Sierra Interactive account, up to 100. - Action **Get Lead** Returns one lead's details from Sierra Interactive, including its tags and assigned agent. - 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 - [ **Sierra Interactive** Sierra Interactive is an all-in-one real estate platform that helps you close more deals and grow your...](https://apiant.ai/connections/sierra-interactive) - [ **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 Sierra Interactive - [ **Sierra Interactive to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/sierra-interactive-to-slack) - [ **Sierra Interactive to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/sierra-interactive-to-stripe) - [ **Sierra Interactive to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/sierra-interactive-to-trello) - [ **Sierra Interactive to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/sierra-interactive-to-zoom) - [ **Sierra Interactive to Twilio** Cloud communications platform for sending SMS/MMS messages, making and managing voice calls, and looking up...](https://apiant.ai/connect/sierra-interactive-to-twilio) - [ **Sierra Interactive to Typeform** Build and publish online forms, surveys, and quizzes with Typeform.](https://apiant.ai/connect/sierra-interactive-to-typeform) ## 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) - [ **MINDBODY to Square** MINDBODY is a powerful business management software that combines your scheduling, task automation...](https://apiant.ai/connect/mindbody-to-square) Questions ## Sierra Interactive and Square, answered ### ### What can start an automation from Sierra Interactive? Any of Sierra Interactive's 2 triggers in the catalog, including New Lead and New Task. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Square when something happens in Sierra Interactive? 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 Sierra Interactive? Yes. When something happens in Square, your agent can act in Sierra Interactive too. This page covers both directions: Square's triggers and Sierra Interactive's actions are listed here as well. ### ### Do I have to build a connector for Sierra Interactive 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. ### ### Can my AI client use Sierra Interactive and Square 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.