# Connect Square to SquaredUp When **New order** fires in [Square](https://apiant.ai/connections/square), your agent runs **Add alerting channel** in [SquaredUp](https://apiant.ai/connections/squaredup). Describe the whole flow and it is built, tested on every scenario and kept running. Square **3** triggers Square **19** actions SquaredUp **12** 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 SquaredUp 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 SquaredUp - When **New order** in Square then **Add alerting channel** in SquaredUp - When **New or updated customer** in Square then **List alerting channels** in SquaredUp 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 SquaredUp ## Triggers and actions 3 triggers · 31 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 alerting channel** Creates a new alerting channel (such as a webhook, Slack or email destination) that SquaredUp can send monitor notifications to. - Action **Add dashboard** Creates a new dashboard in a SquaredUp workspace. - Action **Add workspace** Creates a new SquaredUp workspace and returns its id. - Action **Delete dashboard** Deletes a SquaredUp dashboard. - Action **Delete workspace** Deletes a SquaredUp workspace. - Action **Get dashboard** Returns a SquaredUp dashboard, including its name, workspace, timeframe and content. - Action **Get workspace** Returns a SquaredUp workspace by its id, including its name and properties. - Action **List alerting channels** Returns all alerting channels configured in your SquaredUp organization. - Action **List dashboards** Returns all dashboards in the SquaredUp organization. - Action **List workspaces** Returns all workspaces in your SquaredUp organization. - Action **Update dashboard** Updates an existing SquaredUp dashboard's name, default timeframe or content. - Action **Update workspace** Updates an existing SquaredUp workspace's name, description, type, tags, linked data sources and workspaces, and sharing settings. ## 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) - [ **SquaredUp** SquaredUp gives engineering teams end-to-end visibility of their business-critical applications.](https://apiant.ai/connections/squaredup) 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 SquaredUp - [ **HubSpot to SquaredUp** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-squaredup) - [ **Salesforce to SquaredUp** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-squaredup) - [ **Slack to SquaredUp** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-squaredup) - [ **Google Sheets to SquaredUp** Google Sheets](https://apiant.ai/connect/google-sheets-to-squaredup) - [ **Gmail to SquaredUp** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-squaredup) - [ **Google Calendar to SquaredUp** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-squaredup) Questions ## Square and SquaredUp, 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 SquaredUp when something happens in Square? Any of SquaredUp's 12 actions, including Update dashboard, Update workspace, Add alerting channel and Add dashboard. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from SquaredUp to Square? SquaredUp has no triggers in the catalog today, so automations start in Square. If you need the other direction, ask: your agent reads SquaredUp's API documentation and adds it. ### ### Do I have to build a connector for Square or SquaredUp? 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.