---
title: "Connect Square to Crossref Metadata Search - APIANT.ai"
description: "When \"New order\" fires in Square, your agent runs \"Find funders by query\" in Crossref Metadata Search."
canonical: "https://apiant.ai/connect/square-to-crossref-metadata-search"
---

# Connect Square to Crossref Metadata Search

When **New order** fires in [Square](https://apiant.ai/connections/square), your agent runs **Find funders by query** in [Crossref Metadata Search](https://apiant.ai/connections/crossref-metadata-search). Describe the whole flow and it is built, tested on every scenario and kept running.

Square **3** triggers Square **19** actions Crossref Metadata Search **6** actions

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

## What do you want Square and Crossref Metadata Search 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 Square can start in Crossref Metadata Search

- When **New order** in Square then **Find funders by query** in Crossref Metadata Search
- When **New or updated customer** in Square then **Find works by query** in Crossref Metadata Search

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 Square and Crossref Metadata Search

## Triggers and actions 3 triggers · 25 actions

- 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.

- Action

**Find funders by query**

Search the Crossref Funder Registry for funding organizations matching a free-text query.

- Action

**Find works by query**

Search Crossref's bibliographic metadata for works (articles, books, conference papers, etc.) matching a free-text query, with optional filters and sorting.

- Action

**Get funder**

Retrieve metadata for a funding organization and its suborganizations by funder ID.

- Action

**Get journal**

Retrieve information about a journal by its ISSN.

- Action

**Get member**

Retrieve metadata for a Crossref member (publisher) by member ID.

- Action

**Get work by DOI**

Retrieve full Crossref metadata for a single work given its DOI.

## Each app on its own

- [ **Square** Square is a commerce platform for payments, point of sale, orders, customers, catalog, and invoices.](https://apiant.ai/connections/square)
- [ **Crossref Metadata Search** Crossref is the DOI registration agency for scholarly publishing and exposes metadata for well over a...](https://apiant.ai/connections/crossref-metadata-search)

Reviews

## What our customers say

## More from Square

- [ **Square to Webflow** Webflow is a professional website builder and CMS for designing, building, and launching responsive...](https://apiant.ai/connect/square-to-webflow)
- [ **Square to EchtPost Postcards** With EchtPost, you write the postcard digitally in your web browser.](https://apiant.ai/connect/square-to-echtpost-postcards)
- [ **Square to Reverse Contact** Reverse Contact finds the LinkedIn profiles of your prospects thanks to their email, and recovers all the...](https://apiant.ai/connect/square-to-reverse-contact)
- [ **Square to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/square-to-stripe)
- [ **Square to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/square-to-trello)
- [ **Square to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/square-to-zoom)

## More into Crossref Metadata Search

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

Questions

## Square and Crossref Metadata Search, answered

###

### What can start an automation from Square?

Any of Square's 3 triggers in the catalog, including New order, New or updated customer and New payment. Describe the moment in plain language and your agent picks the right one.

###

### What can your agent do in Crossref Metadata Search when something happens in Square?

Any of Crossref Metadata Search's 6 actions, including Find funders by query, Find works by query, Get funder and Get journal. Your agent maps the data both ways and tests every scenario before it ships.

###

### Can it also run from Crossref Metadata Search to Square?

Crossref Metadata Search has no triggers in the catalog today, so automations start in Square. If you need the other direction, ask: your agent reads Crossref Metadata Search's API documentation and adds it.

###

### Do I have to build a connector for Square or Crossref Metadata Search?

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 Square and Crossref Metadata Search 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.
