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Square integration

Finance & Payments · 6 actions · OAuth auth

Payment processing, commerce, and business management platform

Overview

The ModuleX Square integration lets a ModuleX agent operate Square on your behalf — running create, send and list actions across customers, invoices and orders — directly from a plain-English request, using your organization's own Square credentials. No pre-built workflow is required: the agent picks the right Square action for the task.

Square is a finance & payments platform. ModuleX adds the agent layer: ask for an outcome and it selects and runs the right Square action — or, when you want a repeatable process, the composer assembles a Square workflow for you, streaming the nodes onto the canvas as it builds.

Ask the assistant

Drive Square in plain English

Type what you want. A ModuleX agent picks the right Square action — or chains several — and runs it. No workflow to build.

  • Create a new customer for a business
    resolves tocreate_customer
  • Publish the latest version of a specified invoice so Square can process it
    resolves tosend_invoice
  • Show me the event types options that match what I describe
    resolves tolist_event_types_options
Use cases

What you can automate with Square

  • Create a customer straight from a requestcreate_customer
  • Pull a list of event types options for a reportlist_event_types_options
  • Send an invoice where it needs to gosend_invoice
At a glance

Square integration at a glance

VendorSquare
CategoryFinance & Payments
Actions available6
AuthenticationOAuth
Uses your own credentialsYes
Works with the assistantYes
Works in the composerYes
Multi-step / tool-chainingYes
Technical referenceView docs
Integration version1.0.0
Last updatedJun 2026
Reference

All 6 Square actions

Customers1
create_customer
Create a new customer for a business. Must provide at least one of: given_name, family_name, company_name, email_address, or phone_number.
Invoices2
create_invoice
Create a draft invoice for an order. You must publish (send) the invoice before Square can process it.
send_invoice
Publish the latest version of a specified invoice so Square can process it.
Orders1
create_order
Create a new order that can include information about products for purchase.
Event Types Options1
list_event_types_options
Retrieve the list of available webhook event types from Square.
Location Options1
list_location_options
Retrieve the list of locations for the authenticated Square account.

See full parameters and response schemas in the Square integration docs

Two ways

Two ways to use Square in ModuleX

Ask the assistantType what you want done and a ModuleX agent picks the right Square action and runs it — no workflow to build.
Compose a workflowNeed it to happen every time? Describe the process and the composer wires Square into a repeatable workflow you can run on a schedule, from chat, or as an API.
Security

Connecting Square

OAuthSquare uses OAuth. You connect your Square account once; ModuleX stores the access token encrypted and scoped to your organization, so your team shares a single secure connection.

Step-by-step setup in the Square docs

Related

Pairs well with Square

Agents often chain Square with these — connect them once and the agent can use all of them in a single task.

FAQ

Square + ModuleX FAQ

A ModuleX agent can run any of Square's 6 actions — across customers, invoices, orders and event types options — from a plain-English request, using your organization's own Square credentials.
No. The agent selects the right Square action from your prompt. A workflow is only needed when you want a repeatable process — and the composer builds that for you from a description.
Through OAuth — you connect your Square account once and ModuleX stores the token encrypted, scoped to your organization.
6, spanning customers, invoices, orders and event types options.
Square runs on your own credentials, so any Square usage is billed by Square directly. ModuleX meters the agent run — and if you connect your own model keys, there's no ModuleX markup on model usage.

Put Square to work in ModuleX.

Connect Square once with your own credentials and let your agent run all 6 actions on demand.

Last updated: Jun 2026Browse all 175 integrations →