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ConnectorSquare

Square integration for Claude and Codex

Create a Square connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.

Use Square from Claude

Add the Square connection to a Space that runs Claude, then use it from every channel in that Space.

Use Square from Codex

Add the Square connection to a Space that runs Codex, then use it from every channel in that Space.

Use Square from Sidekick

Connect your own OpenClaw to Sidekick while type.com provides the conversations, permissions, connections, skills, and automations.

Commerce & Payments

What the Square connector can do

Square processes card payments and runs point-of-sale, invoicing, and ecommerce for sellers of all sizes. A finance or ops Space in type.com can ask Claude to preview an order's total before finalizing it, cancel an invoice that's no longer needed, or segment a customer into a group for a loyalty program.

One connection, many Spaces

Connect Square once, then decide which Spaces can use it in threads, skills, automations, and coding work.

What teams do with Square in type.com

Preview a total before finalizing an order

Calculate taxes, discounts, and the total for a draft order before it's placed, so pricing is confirmed upfront.

Try asking
Calculate the Square order total for 3 units of SKU-204 with our spring discount applied.

Cancel an invoice that's no longer needed

Stop a scheduled or unpaid invoice from collecting payment when a deal changes or an order is cancelled.

Try asking
Cancel the Square invoice for order 4471, the customer backed out of the purchase.

Segment a customer for loyalty

Add a customer to a group so they're included in targeted marketing or a loyalty program.

Try asking
Add customer Jamie Park to our VIP Repeat Buyers group in Square.

Representative actions

  • Accept Dispute

    Accepts a payment dispute and returns the disputed funds to the cardholder; this action cannot be undone.

  • Add Group to Customer

    Adds a customer to a customer group for segmentation or loyalty programs.

  • Calculate Order

    Previews an order's total, including tax and discounts, without creating the order.

  • Cancel Invoice

    Cancels a scheduled, unpaid, or partially paid invoice so it stops collecting payments.

  • Cancel Payment

    Voids an authorized but not yet captured payment before settlement.

Connection

API and auth details

Square APIs support commerce workflows including payments, refunds, customers, orders, catalog items, subscriptions, invoices, terminals, inventory, locations, webhooks, POS flows, and official SDKs across common languages.

FAQ

Questions people ask before connecting Square

Can Claude manage Square orders, invoices, and disputes?

Yes. Once a Square connection is shared with a Space, the agent can calculate order totals, cancel invoices or payments, manage disputes, and group customers from a thread.

How do I authenticate Square in type.com?

Square uses OAuth. An admin signs in once to create the connection, then decides which Spaces can use it.

Can type.com flag Square disputes automatically?

Yes. An automation can check for new disputes on a schedule and post them to a channel so finance can respond before a deadline.

Is this the same as a Square MCP server?

Not exactly. type.com uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.

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