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Payment Processing

Connect your AI agent to Square

Square provides payment processing, POS systems, invoicing, and e-commerce tools, enabling sellers to accept card payments and manage their business

Set it up in Melso

  1. 1In Melso, open Settings → Agent Apps and hit Connect on Square.
  2. 2Finish the OAUTH2 sign-in in the window that opens. Melso stores the connection, not your credentials.
  3. 3Open your agent, go to its Agent Apps tab, and allow Square.
  4. 4Give the agent a task. It calls Square itself when the work needs it.
Get Melso
Square
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122
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Payment ProcessingeCommerce
What you get

What Square gives your agent

The tools, permissions, and events Square exposes — the same ones your agent can use once the app is authorized.

What you sign in with

Square connects with OAUTH2.

  • Client id
  • Client secret

Permissions

CUSTOMERS_READCUSTOMERS_WRITEMERCHANT_PROFILE_READMERCHANT_PROFILE_WRITE

Tools Square exposes

SQUARE_ACCEPT_DISPUTE

Accept Dispute

Accept a dispute and acknowledge liability, returning funds to the cardholder. When you accept a dispute, Square debits the disputed amount from your account and updates the dispute state to ACCEPTED. This action is irreversible - once accepted, a dispute cannot be challenged. Only use after reviewing all evidence and determining that challenging the dispute is not viable. Note: Requires DISPUTES_WRITE permission scope.

SQUARE_ADD_GROUP_TO_CUSTOMER

Add Group to Customer

Tool to add a customer to a customer group. Use when you need to associate a customer with a specific group for targeted marketing, loyalty programs, or customer segmentation.

SQUARE_CALCULATE_ORDER

Calculate Order

Tool to preview order pricing without creating an order. Use when you need to calculate the total cost, taxes, discounts, and other pricing details for an order before finalizing it. Particularly useful for integrating rewards, discounts, and complex pricing scenarios.

SQUARE_CANCEL_BOOKING

Cancel Booking

Cancels an existing Square booking, terminating the reservation. Use this action when a customer or seller needs to cancel a scheduled appointment. The booking must be in a cancellable state, and the cancellation will update the booking status accordingly. This action is irreversible - once a booking is cancelled, it cannot be restored and must be rebooked if needed. Use the booking_version parameter to ensure safe concurrent updates.

SQUARE_CANCEL_INVOICE

Cancel Invoice

Cancels a Square invoice, preventing further payments from being collected. Requirements: - Invoice must be in SCHEDULED, UNPAID, or PARTIALLY_PAID state - Cannot cancel invoices in DRAFT state or terminal states (PAID, REFUNDED, CANCELED, FAILED) - Requires INVOICES_WRITE and ORDERS_WRITE OAuth scopes - Version number must match the current invoice version to prevent conflicts After cancellation, the associated order status is set to CANCELED and webhook events are triggered.

SQUARE_CANCEL_PAYMENT

Cancel Payment

Cancels (voids) a payment that is in APPROVED status. This is typically used in delayed capture scenarios where a payment was authorized but not yet captured, allowing you to void the authorization before settlement. Important: Only payments with APPROVED status can be canceled. Attempting to cancel a payment in any other status (COMPLETED, PENDING, CANCELED, FAILED) will result in an error. Once canceled, the payment status changes to CANCELED and the card details status changes to VOIDED. Required permissions: PAYMENTS_WRITE

SQUARE_CREATE_BATCH_INVENTORY_CHANGES

Batch Create Inventory Changes

Applies multiple inventory adjustments and physical counts in a single batch request. Returns the created changes and current inventory counts for all affected items. Use this action when you need to update inventory quantities for multiple items or locations at once, either through physical stock counts or adjustments (e.g., receiving stock, recording waste, or correcting discrepancies). Supports up to 100 inventory changes per request. Each change can be either a PHYSICAL_COUNT (setting absolute quantity) or an ADJUSTMENT (modifying quantity with state transitions). The ignore_unchanged_counts parameter controls whether calculated counts are returned in the response.

SQUARE_CREATE_BULK_CUSTOMERS

Create Bulk Customers

Tool to create multiple customer profiles in a single request. Use when you need to efficiently create up to 100 customers at once. Each customer is identified by a unique idempotency key.

Example prompts

  • Use Square to check recent changes and summarize them in the issue.
  • When a customer writes in, pull their data from Square before replying.
  • Audit our open items in Square and notify the channel of anything stale.

Useful links

  • Square website
  • Melso Agent Apps docs

More in Payment Processing

  • Stripe
  • Coinbase
  • Flutterwave
  • Square
  • OpenSea
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Stripe

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Coinbase

Connect to Coinbase

Coinbase is a platform for buying, selling, transferring, and storing cryptocurrency.

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Jungle Scout

Connect to Jungle Scout

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Netsuite

Connect to Netsuite

NetSuite by Oracle is a cloud-based ERP suite that combines accounting, CRM, e-commerce, and inventory management for comprehensive business oversight

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Zoho Inventory

Connect to Zoho Inventory

Zoho Inventory helps businesses track stock, manage orders, and sync inventory across multiple sales channels, streamlining supply chain operations

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