Waleed 940506ad09 feat(square): add Square integration with 34 commerce operations (#5053)
* feat(square): add Square integration with 34 commerce operations

Add a Square integration (API-key auth via personal access token) covering
payments, refunds, customers, locations, orders, invoices, catalog, and
inventory. Catalog image upload routes through an internal API endpoint using
the shared UserFile handling pattern. Adds a dedicated square-errors extractor.

* fix(square): correct catalog image part name and address review feedback

- Fix catalog image upload: Square's multipart part for the binary is `file`,
  not `image_file` (per the live API cURL examples); this would have caused
  upload failures
- Catalog image route: check response.ok before parsing, drop the unreachable
  legacy base64 path, derive MIME from the uploaded file
- Block: split the search query field per operation so placeholders match each
  endpoint's schema; parse each JSON field individually so errors name the field
- Round out coverage: complete_payment version_token; customer nickname/birthday;
  batch inventory states/updated_after/limit

* fix(square): correct canonical file param usage and revert query split

- Read the catalog image file from the canonical `params.file` (the basic/advanced
  inputs are collapsed before the params function runs) instead of the raw
  uploadFile/fileRef ids, which no longer exist at that point — fixes the
  Canonical Param Validation test and a latent upload bug
- Revert the per-operation query split: canonicalParamId is only valid for
  basic/advanced pairs under one condition. Use a single query field with a
  schema-neutral placeholder and a wand prompt that covers each search operation

* chore(square): trigger fresh review

* fix(square): single-location invoice search and guard numeric coercion

- SearchInvoices: Square's invoice filter accepts only one location, so take a
  single locationId (string) instead of an array and wrap it as
  query.filter.location_ids: [locationId]
- Block: fail locally with a clear "<field> must be a valid number" error when
  amount/limit/version/orderVersion are non-numeric instead of forwarding NaN

* fix(square): accept real booleans for autocomplete/includeRelatedObjects

Coerce these from both the dropdown's string values and actual booleans
(which can arrive via connected blocks or templated inputs), so true is not
silently flipped to false.

* fix(square): validate parsed JSON field shapes (array vs object)

parseJsonField now enforces the expected shape so a valid-but-wrong-type value
(e.g. a JSON string where an array is expected for locationIds/objectTypes/
paymentIds/catalogObjectIds/states, or a non-object for order/invoice/etc.)
fails locally with a clear message instead of a confusing Square API error.
2026-06-15 09:55:14 -07:00
2026-06-11 18:13:21 -07:00

Sim Logo

The open-source AI workspace where teams build, deploy, and manage AI agents. Build conversationally, visually, or with code. Connect 1,000+ integrations and every major LLM to automate real work.

Sim.ai Discord Twitter Documentation

Ask DeepWiki Set Up with Cursor

Build everything in Chat

Your AI command center. Describe what you want in plain language. Sim knows your entire workspace and takes action: building agents, running them, querying data, and more.

Sim building and running an agent from chat

Create files and documents

Generate documents, reports, and presentations from a single prompt, grounded in your workspace data.

Sim generating a document from a prompt

Ground agents in your knowledge

Upload documents to a knowledge base and let agents answer questions from your own content.

Creating a knowledge base

Structured data with Tables

A database, built in. Store, query, and wire structured data into agent runs.

Tables view with typed columns

Build visually with Workflows

Prefer a canvas? Design agents block by block in the visual builder, and let Sim generate blocks, wire variables, and fix errors from natural language.

Workflow builder demo

Quickstart

Cloud-hosted: sim.ai

Sim.ai

Self-hosted: NPM Package

npx simstudio

→ http://localhost:3000

Note

Docker must be installed and running on your machine.

Options

Flag Description
-p, --port <port> Port to run Sim on (default 3000)
--no-pull Skip pulling latest Docker images

Self-hosted: Docker Compose

git clone https://github.com/simstudioai/sim.git && cd sim
docker compose -f docker-compose.prod.yml up -d

Open http://localhost:3000

Sim also supports local models via Ollama and vLLM. See the Docker self-hosting docs for setup details.

Self-hosted: Manual Setup

Requirements: Bun, Node.js v20+, PostgreSQL 12+ with pgvector

  1. Clone and install:
git clone https://github.com/simstudioai/sim.git
cd sim
bun install
bun run prepare  # Set up pre-commit hooks
  1. Set up PostgreSQL with pgvector:
docker run --name simstudio-db -e POSTGRES_PASSWORD=your_password -e POSTGRES_DB=simstudio -p 5432:5432 -d pgvector/pgvector:pg17

Or install manually via the pgvector guide.

  1. Configure environment:
cp apps/sim/.env.example apps/sim/.env
# Create your secrets
perl -i -pe "s/your_encryption_key/$(openssl rand -hex 32)/" apps/sim/.env
perl -i -pe "s/your_internal_api_secret/$(openssl rand -hex 32)/" apps/sim/.env
perl -i -pe "s/your_api_encryption_key/$(openssl rand -hex 32)/" apps/sim/.env
# DB configs for migration
cp packages/db/.env.example packages/db/.env
# Edit both .env files to set DATABASE_URL="postgresql://postgres:your_password@localhost:5432/simstudio"
  1. Run migrations:
cd packages/db && bun run db:migrate
  1. Start development servers:
bun run dev:full  # Starts Next.js app and realtime socket server

Or run separately: bun run dev (Next.js) and cd apps/sim && bun run dev:sockets (realtime).

Chat API Keys

Chat is a Sim-managed service. To use Chat on a self-hosted instance:

  • Go to https://sim.ai → Settings → Chat keys and generate a Chat API key
  • Set COPILOT_API_KEY environment variable in your self-hosted apps/sim/.env file to that value

Environment Variables

See the environment variables reference for the full list, or apps/sim/.env.example for defaults.

Tech Stack

Contributing

We welcome contributions! Please see our Contributing Guide for details.

License

This project is licensed under the Apache License 2.0 - see the LICENSE file for details.

Made with ❤️ by the Sim Team

Languages
TypeScript 77%
MDX 20.8%
JavaScript 1.9%
CSS 0.1%