Priority Software
Access sales orders, customers, inventory items, and A/R invoices from the Priority ERP
The Priority Software integration connects your agents to the Priority ERP through its OData REST API, letting them read and write sales orders, customers, inventory items, and A/R invoices.
Prerequisites
You need:
- OData Service Root — The base URL of your Priority OData service, including the server, configuration file, and company. For example:
https://my.priority-connect.online/odata/Priority/tabula.ini/mycompany. - Credentials — Either a Priority API username and password, or a Personal Access Token (PAT, available in Priority v19.1+).
Personal Access Tokens
To authenticate with a PAT, set the username to the PAT value and the password to the literal text PAT. Manage tokens in Priority's REST Interface Access Tokens form.
Setup
- Open Integrations from the sidebar
- Select Priority Software from the catalog
- Click Add Integration Config
- Give the config a display name (e.g., "Priority - Production")
- Enter the configuration parameters:
- OData Service Root — Your Priority OData service root URL (server + config file + company)
- For authentication, enter your Priority username and password (Basic Auth), or your PAT as described above
- Save the config
Using in Your Agent
- Open your agent in Agent Studio and select an Agent Step
- Under Attached Integration Configurations, click Attach configuration and choose your config
- Attach Priority tools from the tools panel
- Tools are referenced as
priority.query_orders,priority.create_customer, etc.
Querying Data
The query_* tools accept standard OData query options so agents can filter and shape results:
| Parameter | OData option | Example |
|---|---|---|
filter | $filter | STATDES eq 'Open' |
select | $select | ORDNAME,CUSTNAME,TOTPRICE |
orderby | $orderby | CURDATE desc |
top | $top | 50 |
skip | $skip | 100 |
Result limits
Priority caps the number of records returned per request via the MAXAPILINES system constant (default 2,000). Use top and skip to paginate through larger result sets.
The get_* tools fetch a single record by its OData key — the entity's primary field (for example ORDNAME for an order, CUSTNAME for a customer).
The create_* and update_* tools accept the record as a JSON object string (record_json) using Priority's OData field names. For updates, supply only the fields you want to change.
Available Tools
Sales Orders
| Tool | Description | Action Type |
|---|---|---|
query_orders | Query sales orders (ORDERS) | ReadOnly |
get_order | Get a sales order by key (ORDNAME) | ReadOnly |
create_order | Create a new sales order | Reversible |
update_order | Update an existing sales order | Reversible |
Customers
| Tool | Description | Action Type |
|---|---|---|
query_customers | Query customers (CUSTOMERS) | ReadOnly |
get_customer | Get a customer by key (CUSTNAME) | ReadOnly |
create_customer | Create a new customer | Reversible |
update_customer | Update an existing customer | Reversible |
Inventory
| Tool | Description | Action Type |
|---|---|---|
query_items | Query inventory items / parts (LOGPART) | ReadOnly |
get_item | Get an item by key (PARTNAME) | ReadOnly |
Finance
| Tool | Description | Action Type |
|---|---|---|
query_invoices | Query A/R invoices (AINVOICES) | ReadOnly |
get_invoice | Get an A/R invoice by key (IVNUM) | ReadOnly |