# Connect Square to Priority When **New order** fires in [Square](https://apiant.ai/connections/square), your agent runs **Create a New Sales Order** in [Priority](https://apiant.ai/connections/priority). Describe the whole flow and it is built, tested on every scenario and kept running. Square **3** triggers Square **19** 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 Square 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 Square can start in Priority - When **New order** in Square then **Create a New Sales Order** in Priority - When **New or updated customer** in Square 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 Square and Priority ## Triggers and actions 3 triggers · 35 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 **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 - [ **Square** Square is a commerce platform for payments, point of sale, orders, customers, catalog, and invoices.](https://apiant.ai/connections/square) - [ **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 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 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 ## Square and Priority, 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 Priority when something happens in Square? 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 Square? Priority has no triggers in the catalog today, so automations start in Square. 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 Square 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.