What Codex can do with Square
Ask your agent in plain language. Each of these maps to a real tool on the server.
- Ask Codex to use the delete catalog object tool in Square
- Ask Codex to use the manage payment tool in Square
- Ask Codex to use the create customer tool in Square
- Ask Codex to use the get order tool in Square
- Ask Codex to use the get location tool in Square
Add the Square MCP server to Codex
Run these once. Afterwards, everyone you give access to signs in the same way.
1. Enable Square in Metorial
In your Metorial portal, enable the Square MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
2. Add the server and sign in
The Codex CLI, IDE extension and ChatGPT desktop app share this config.
codex mcp add metorial --url <your-magic-mcp-url>codex mcp login metorial3. Check the connection
Type /mcp in Codex to see Metorial and its Square tools.
Give your team Square in Codex
Once Square is enabled in Metorial, teammates sign in with SSO and get the same connection in Codex, with only the tools their role allows.
One link covers every app you approve. See how the MCP gateway handles access, roles and audit logs for the whole company.
Square tools available in Codex
Full descriptions and inputs are on the Square MCP server page.
- Get Catalog Object: Retrieve a specific catalog object by its ID.
- Upsert Catalog Object: Create or fully replace a catalog object (item, variation, category, tax, discount, modifier list, etc.).
- Update Customer: Update an existing customer profile.
- Create Payment: Charge a token or saved card, or record cash or an external payment.
- Create Order: Create an OPEN or DRAFT order at a Square location.
- Get Inventory Counts: Retrieve current inventory counts, optionally filtered by item variations, locations, tracked states, or update time.
- Get Invoice: Get an invoice by ID, including its current version, payment schedule, recipient, status, and customer payment URL when published.
- Create Invoice: Create a draft invoice for an existing order.
- Delete Customer: Permanently delete a customer profile from the Square account.
- Adjust Inventory: Apply physical counts or inventory adjustments to item variations.
- Search Catalog: Search Square catalog items by text or category, or search catalog objects by type and advanced query.
- List Payments: List payments with documented date, location, card, amount, and offline filters.
- Search Orders: Search for orders across one or more locations.
- Get Customer: Retrieve full details of a specific customer profile by ID.
- List Invoices: List invoices at one location with status, version, recipient, payment requests, and public URL when available.
- And 37 more on the Square MCP server page.
Using Square tools in Codex
What to expect once Square is connected.
- Limit which Square tools Codex sees with enabled_tools and disabled_tools on the metorial server in config.toml.
- Set default_tools_approval_mode to auto, prompt, writes or approve. writes prompts only for tools that are not marked read-only.
- Type /mcp in the composer to see the connected servers.
- Override the approval behavior for a single Square tool with tools.<tool>.approval_mode.
Troubleshooting Codex
- Metorial is listed but tools are missing
- Codex can connect without credentials and then see nothing. Run codex mcp login metorial to complete the OAuth sign-in.
- Metorial times out at startup
- Codex waits 10 seconds by default. Raise startup_timeout_sec under [mcp_servers.metorial] in ~/.codex/config.toml.
- Long tool calls fail after a minute
- The default tool timeout is 60 seconds. Raise tool_timeout_sec for the metorial server in config.toml.
Based on the Codex MCP documentation.
Frequently asked questions
Common questions about connecting Square to AI agents with Metorial.
Does Codex support the Square MCP server?
Yes. Codex connects to the Square MCP server through one CLI command, pointed at your Metorial URL. You need the Codex CLI, IDE extension or ChatGPT desktop app.Do I need an API key to connect Square to Codex?
No. You sign in to Square once through Metorial, and Codex uses that connection. No API keys go into Codex's settings.Which Square tools can Codex use?
All 52 Square tools your team allows, such as Get Catalog Object, Upsert Catalog Object, Update Customer. Admins can narrow that list per team.Can I control which teammates use Square in Codex?
Yes. Role-based access control decides who can use Square and which of its tools appear in Codex, and every call is logged with the person's identity.What if Codex doesn't show Square tools?
Codex can connect without credentials and then see nothing. Run codex mcp login metorial to complete the OAuth sign-in.
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