AI agents for Priority

Query a form

Reads rows of any Priority form (entity) enabled for the API, with OData $filter (eq, ne, gt, ge, lt, le, and, or, contains, startswith, endswith, tolower), $select, $expand.

Read a record

Reads one record of a form by its key, like ORDERS SO26000012, CUSTOMERS 1001 or LOGPART TR0001, optionally with sub-forms expanded.

Find customers

Finds customers whose name (any case) or number contains a text.

Find parts

Finds parts (items) whose number or description (any case) contains a text.

Check a part's stock

Reads a part's stock balances by warehouse and bin (location), with lots and expiry where tracked.

Find sales orders

Lists sales orders, newest first, for a customer number, a status (like Draft or Confirmed, as named in your Priority), since an order date, and/or matching your own OData filter.

Read a sales order

Reads one sales order by its number with its lines.

Find sales invoices

Lists customer invoices (Priority's AINVOICES), newest first, for a customer number, a status (as named in your Priority, like Final), since an invoice date, and/or matching your own OData filter.

Find quotes

Lists price quotes (Priority's CPROF), newest first, for a customer number, a status, since a quote date, and/or matching your own OData filter.

Find purchase orders

Lists purchase orders (Priority's PORDERS), newest first, for a supplier number, a status, since an order date, and/or matching your own OData filter.

Create a record

Creates a record in any form enabled for the API from its field values, with sub-form rows as lists, like a task in CUSTNOTES or a part in LOGPART {"PARTNAME".

Update a record

Writes field values to one record of a form by its key; only the fields given change, like {"ORDSTATUSDES": "Confirmed"} on an order or {"PHONE": "+1 555 0100"} on a customer.

Create a customer

Creates a customer with a name and optionally a customer number.

Create a sales order

Creates a sales order for a customer number with lines.

Create a quote

Creates a price quote for a customer number with lines (part number, quantity, and optionally a price to override the price list and a discount percent), and optionally an expiry date and details.