Square Automation

Square Automation via Rube MCP

Automate Square payment processing, order management, and invoicing through Composio's Square toolkit via Rube MCP.

Toolkit docs: composio.dev/toolkits/square

Prerequisites

• Rube MCP must be connected (RUBE_SEARCH_TOOLS available)
• Active Square connection via RUBE_MANAGE_CONNECTIONS with toolkit square
• Always call RUBE_SEARCH_TOOLS first to get current tool schemas

Setup

Get Rube MCP: Add https://rube.app/mcp as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works.

1. Verify Rube MCP is available by confirming RUBE_SEARCH_TOOLS responds
2. Call RUBE_MANAGE_CONNECTIONS with toolkit square
3. If connection is not ACTIVE, follow the returned auth link to complete Square OAuth
4. Confirm connection status shows ACTIVE before running any workflows

Core Workflows

1. List and Monitor Payments

When to use: User wants to view payment history or check payment status

Tool sequence:

1. SQUARE_LIST_PAYMENTS - Retrieve payments with optional filters [Required]
2. SQUARE_CANCEL_PAYMENT - Cancel a pending payment if needed [Optional]

Key parameters:

• begin_time / end_time: RFC 3339 timestamps for date range filtering
• sort_order: 'ASC' or 'DESC' for chronological ordering
• cursor: Pagination cursor from previous response
• location_id: Filter payments by specific location

Pitfalls:

• Timestamps must be RFC 3339 format (e.g., '2024-01-01T00:00:00Z')
• Pagination required for large result sets; follow cursor until absent
• Only pending payments can be cancelled; completed payments require refunds
• SQUARE_CANCEL_PAYMENT requires exact payment_id from list results

2. Search and Manage Orders

When to use: User wants to find orders by criteria or update order details

Tool sequence:

1. SQUARE_LIST_LOCATIONS - Get location IDs for filtering [Prerequisite]
2. SQUARE_SEARCH_ORDERS - Search orders with filters [Required]
3. SQUARE_RETRIEVE_ORDER - Get full details of a specific order [Optional]
4. SQUARE_UPDATE_ORDER - Modify order state or details [Optional]

Key parameters:

• location_ids: Array of location IDs to search within (required for search)
• query: Search filter object with date ranges, states, fulfillment types
• order_id: Specific order ID for retrieve/update operations
• cursor: Pagination cursor for search results

Pitfalls:

• location_ids is required for SEARCH_ORDERS; get IDs from LIST_LOCATIONS first
• Order states include: OPEN, COMPLETED, CANCELED, DRAFT
• UPDATE_ORDER requires the current version field to prevent conflicts
• Search results are paginated; follow cursor until absent

3. Manage Locations

When to use: User wants to view business locations or get location details

Tool sequence:

1. SQUARE_LIST_LOCATIONS - List all business locations [Required]

Key parameters:

• No required parameters; returns all accessible locations
• Response includes id, name, address, status, timezone

Pitfalls:

• Location IDs are required for most other Square operations (orders, payments)
• Always cache location IDs after first retrieval to avoid redundant calls
• Inactive locations may still appear in results; check status field