# Your Square sales. Read in one answer.

Source: https://corespeed.io/integrations/square

Connect Square to Claude Code, Codex, Cursor or any MCP agent through CoreSpeed. Your agent searches orders, reads payments and refunds, and works with customers, catalog items and draft invoices in your own Square seller account. It cannot take a payment or issue a refund, and publishing an invoice is a separate call that approvals can hold.

## Set up an agent

Give your agent this line: `set up https://corespeed.io/SKILL.md (read it raw, e.g. with curl)`

It fetches the skill at https://corespeed.io/SKILL.md, adds the CoreSpeed MCP server, signs you in (or up), and keeps the skill for next time. Connect Square after setup. Access follows the connected account and its permissions. Create an account: https://app.corespeed.io/sign-up

## Know how the day went. Without the export

Ask your agent for a location's orders, sales and refunds, and get a short summary you can share.

You ask your agent: "Summarize yesterday's orders at our Valencia Street location: the total, the best sellers, and any refunds. Change nothing."

It calls CoreSpeed:

- `square__list_locations`: ok, 296 ms
- `square__search_orders`: ok, 577 ms
- `square__list_refunds`: ok, 341 ms

It reads from: Square.

### Daily sales: Valencia Street, yesterday.

38 orders brought in $2,914. One cold brew was refunded.

**Best sellers**

- Oat latte, 41 sold.
- Almond croissant, 27 sold.

**Refunds**

- One order, $18: a cold brew made wrong.

_Illustrative location · No order, invoice or customer changed_

All connectors: https://corespeed.io/docs/connectors

## From the counter to a clear summary

Requests you can make once Square is connected. The data is fictional.

### See a day's orders

Valencia Street · yesterday · Orders at one location

- Orders: 38, $2,914 in sales
- Refunded: 1 order, $18
- Read only · Nothing changed

### Draft an invoice

Catering for Brightline Studio · A draft for an existing order

- Amount: $720.00
- Status: Draft, not sent
- Draft only · Nothing sent

### Hold an invoice before it goes out

Send invoice 1042 · Example policy on

- To: Brightline Studio
- Policy: Ask before sending any invoice
- Waits for a person

Full example: https://corespeed.io/solutions/agent-approvals (Markdown: https://corespeed.io/solutions/agent-approvals.md)

## Keep your agent. Bring your work

One CoreSpeed account, across compatible agents.

1. **Set up CoreSpeed**: Give your agent the setup line. It adds CoreSpeed and signs you in.
2. **Connect Square**: Authorize the account and the content you need.
3. **Start with one task**: Ask for a summary, a brief, or a draft. Review the answer.

Setup guides: Claude Code https://corespeed.io/docs/mcp#claude-code · Codex https://corespeed.io/docs/mcp#codex · Cursor https://corespeed.io/docs/mcp#cursor

## Questions

### Can my agent take a payment or refund in Square?

No. Your agent can read payments and refunds, but the Square connection cannot create either.

### Does publishing an invoice send it?

Yes. Publishing makes Square act on the invoice, usually by emailing it. It is a separate call from the draft, and approvals can hold it. How approvals work: https://corespeed.io/docs/approvals

### Which Square account does my agent use?

The seller account you authorize with Square's own sign-in. Your agent sees the locations, orders and customers that account can see.

### Do I have to switch agents?

No. CoreSpeed adds tools to the agent you already use: Claude Code, Codex, Cursor, or another MCP client. Each one signs in once.

### Can my agent access every account in our organization?

No. Access follows your CoreSpeed identity, each connection's visibility, and the app's own permissions. Personal connections stay private.

### Does this work without connecting an account?

No. Connect the app's account first; your CoreSpeed workspace shows what each app needs. The examples on this page use fictional data. All connectors: https://corespeed.io/docs/connectors

Every tool and price: https://corespeed.io/catalog/square

## Related pages

- [Approval gates for AI agent tool actions](https://corespeed.io/solutions/agent-approvals): Set approval policies for writes through CoreSpeed. Review held tool actions while your team keeps using its preferred agents.
- [Eventbrite for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/eventbrite): Read Eventbrite events, attendees and orders from your agent, and draft the next event for you to publish.
- [Stripe for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/stripe): Ask your agent about Stripe payments, invoices and subscriptions. Reads run at once; a refund or other write can wait for a person.
- [Zoho Inventory for Claude Code, Codex, and Cursor](https://corespeed.io/integrations/zoho-inventory): Check stock, read sales orders and draft purchase orders from your agent, in the Zoho Inventory organization you connect.

## Sources

- Connectors: https://corespeed.io/docs/connectors
- Square Orders API: https://developer.squareup.com/reference/square/orders-api
- Square Invoices API: https://developer.squareup.com/docs/invoices-api/overview
- Square OAuth: https://developer.squareup.com/docs/oauth-api/overview

Reviewed 2026-11-10.

## Links

- Product overview: https://corespeed.io/ (Markdown: https://corespeed.io/index.md)
- All integrations: https://corespeed.io/integrations (Markdown: https://corespeed.io/integrations.md)
- Documentation: https://corespeed.io/docs
- Pricing: https://corespeed.io/pricing (Markdown: https://corespeed.io/pricing.md)
