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122 available actions

What your AI agent can do in Square

Square provides payment processing, POS systems, invoicing, and e-commerce tools, enabling sellers to accept card payments and manage their business This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Customer Custom AttributeRetrieves a custom attribute from a customer profile in Square.
  • Get Customer Custom Attribute DefinitionTool to retrieve a customer-related custom attribute definition from Square.
  • Add Group to CustomerTool to add a customer to a customer group.
  • Create CustomerTool to create a new customer profile in Square.
  • Update CustomerTool to update an existing Square customer profile.
  • Update Customer Custom Attribute DefinitionTool to update a customer-related custom attribute definition in Square.

Browse all 122 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 56 actionsHide actions
  • Get BookingRetrieves detailed information about a specific Square booking by its ID.
  • Get Business Booking ProfileTool to retrieve the business booking profile for a Square merchant via GraphQL.
  • Get Current MerchantTool to retrieve merchant information associated with the access token using Square's GraphQL API.
  • Get Customer Custom AttributeRetrieves a custom attribute from a customer profile in Square.
  • Get Customer Custom Attribute DefinitionTool to retrieve a customer-related custom attribute definition from Square.
  • Get Customers via GraphQLTool to retrieve customer profiles from Square Customer Directory using GraphQL API.
  • Get Dispute EvidenceRetrieves detailed information about a specific piece of evidence that was uploaded for a dispute.
  • Get Gift Card From GANRetrieves detailed information about a gift card by its GAN (gift card account number).
  • Get InvoiceRetrieves detailed information about a specific Square invoice by its ID.
  • Get Loyalty AccountTool to retrieve detailed information about a specific Square loyalty account by ID.
  • Get MerchantTool to retrieve detailed information about a specific Square merchant by ID.
  • Get Online Checkout Location SettingsTool to retrieve location-level settings for Square online checkout.
  • Get Payment RefundRetrieves a specific payment refund by its unique ID from Square.
  • Get SubscriptionRetrieves detailed information about a specific Square customer subscription by its ID.
  • Get Team MemberTool to retrieve detailed information about a specific Square team member by ID.
  • List CardsTool to retrieve cards on file associated with a Square account.
  • List ChannelsTool to list requested channels from Square.
  • List Customer Custom Attribute DefinitionsTool to list customer-related custom attribute definitions from Square.
  • List Customer Custom Attribute Definitions (GraphQL)Tool to retrieve customer custom attribute definitions via Square's GraphQL API.
  • List Customer Custom AttributesTool to list custom attributes for a customer profile.
  • List Customer GroupsTool to retrieve the list of customer groups of a business.
  • List CustomersTool to retrieve customer profiles associated with a Square account.
  • List Customer SegmentsTool to retrieve the list of customer segments of a business.
  • List Dispute EvidenceTool to list evidence items associated with a given dispute.
  • List InvoicesTool to list invoices for a Square location.
  • List Location Custom Attribute DefinitionsTool to list location-related custom attribute definitions from Square.
  • List LocationsTool to retrieve all business locations from a Square account.
  • List Locations Custom AttributesTool to list custom attributes for a specific location in Square.
  • List Merchant Custom Attribute DefinitionsTool to list merchant-related custom attribute definitions from Square.
  • List MerchantsTool to retrieve merchant account information associated with the access token.
  • List Merchants Custom AttributesTool to list custom attributes for a specific merchant in Square.
  • List PaymentsTool to list payments by location and time range to enable reconciliation and net sales reporting from Square POS.
  • List SubscriptionsTool to search and list Square customer billing subscriptions.
  • List Webhook Event TypesTool to list available webhook event types.
  • List Webhook SubscriptionsList all webhook subscriptions owned by your application.
  • Retrieve Bulk CustomersTool to retrieve multiple customer profiles in a single request.
  • Retrieve ChannelRetrieve a Square channel by its ID.
  • Retrieve CustomerTool to retrieve detailed information about a specific Square customer by ID.
  • Retrieve Customer GroupTool to retrieve a specific Square customer group by ID.
  • Retrieve Customer SegmentTool to retrieve a specific customer segment by its ID.
  • Retrieve DisputeTool to retrieve a Square dispute by ID.
  • Retrieve Inventory ChangesRetrieves the inventory change history for a catalog object at specified locations.
  • Retrieve LocationTool to retrieve detailed information about a specific Square location by ID.
  • Retrieve Location Custom AttributeRetrieves a custom attribute associated with a location in Square.
  • Retrieve Location Custom Attribute DefinitionTool to retrieve a location-related custom attribute definition.
  • Retrieve Merchant Custom AttributeRetrieves a custom attribute associated with a merchant in Square.
  • Retrieve Merchant Custom Attribute DefinitionTool to retrieve a merchant-related custom attribute definition from Square.
  • Retrieve MerchantsTool to retrieve merchant information including status, main location details, and capabilities using Square's GraphQL API.
  • Retrieve OrderRetrieves detailed information about a specific Square order by its ID.
  • Retrieve Payment LinkRetrieves a Square-hosted payment link by ID.
  • Retrieve Token StatusTool to retrieve information about an OAuth access token or personal access token.
  • Retrieve Webhook SubscriptionRetrieve a Square webhook subscription by its ID.
  • Search Booking AvailabilitySearches for available appointment time slots for booking services at Square locations.
  • Search Catalog ObjectsSearches for catalog objects (items, categories, taxes, discounts, etc.) in the Square catalog.
  • Search CustomersTool to search customer profiles in Square Customer Directory.
  • Search OrdersTool to search orders across one or more Square locations with filters.
Create & communicateCreate records or send supported messagesView 16 actionsHide actions
  • Add Group to CustomerTool to add a customer to a customer group.
  • Create Bulk CustomersTool to create multiple customer profiles in a single request.
  • Create CardTool to create a card on file.
  • Create CustomerTool to create a new customer profile in Square.
  • Create Customer Custom Attribute DefinitionTool to create a customer-related custom attribute definition.
  • Create Customer GroupTool to create a new customer group for a business.
  • Create Dispute Evidence FileTool to upload a file as dispute evidence.
  • Create Dispute Evidence TextUpload text evidence for a dispute challenge.
  • Create Gift Card ActivityCreates a gift card activity to manage gift card balances.
  • Create Invoice AttachmentUpload and attach a file to a Square invoice.
  • Create LocationTool to create a new business location in a Square account.
  • Create Location Custom Attribute DefinitionTool to create a location-related custom attribute definition.
  • Create OrderCreates a new Square order with line items, taxes, discounts, and fulfillment details.
  • Create RefundRefunds a Square payment in full or partially.
  • Create Team MemberTool to create a new team member in Square.
  • Submit Dispute EvidenceSubmits evidence for a dispute to the cardholder's bank.
Update & manageChange and manage existing recordsView 16 actionsHide actions
  • Update BookingUpdates an existing Square booking with new appointment details, times, notes, or team members.
  • Update CustomerTool to update an existing Square customer profile.
  • Update Customer Custom Attribute DefinitionTool to update a customer-related custom attribute definition in Square.
  • Update Customer GroupTool to update a customer group's information by its ID.
  • Update LocationTool to update an existing business location in a Square account.
  • Update Location Custom Attribute DefinitionTool to update a location-related custom attribute definition in Square.
  • Update Merchant Custom Attribute DefinitionTool to update a merchant-related custom attribute definition in Square.
  • Update Online Checkout Location SettingsTool to update location-level settings for Square online checkout.
  • Update OrderUpdates an existing Square order by adding, modifying, or removing fields.
  • Update Team MemberTool to update an existing Square team member's information.
  • Update Webhook SubscriptionTool to update a Square webhook subscription.
  • Update Webhook Subscription Signature KeyTool to rotate the signature key for a webhook subscription.
  • Upsert Catalog ObjectCreates or updates a catalog object in the Square catalog.
  • Upsert Customer Custom AttributeTool to create or update a custom attribute for a customer profile.
  • Upsert Location Custom AttributeTool to create or update a custom attribute for a location.
  • Upsert Merchant Custom AttributeTool to create or update a custom attribute for a merchant profile.
Remove & cancelRemove records or cancel supported workView 20 actionsHide actions
  • Cancel BookingCancels an existing Square booking, terminating the reservation.
  • Cancel InvoiceCancels a Square invoice, preventing further payments from being collected.
  • Cancel PaymentCancels (voids) a payment that is in APPROVED status.
  • Delete Catalog ObjectTool to delete a Square catalog object by ID.
  • Delete Catalog Objects (Batch)Deletes a set of CatalogObjects based on a list of target object IDs and returns a set of successfully deleted IDs in the response.
  • Delete CustomerTool to delete a Square customer profile.
  • Delete Customer Custom AttributeTool to delete a custom attribute from a customer profile.
  • Delete Customer Custom Attribute DefinitionTool to delete a customer-related custom attribute definition.
  • Delete Customer GroupTool to delete a customer group by its ID.
  • Delete Dispute EvidenceRemoves a specific piece of evidence from a dispute.
  • Delete InvoiceTool to delete a Square invoice (only DRAFT invoices can be deleted).
  • Delete Invoice AttachmentTool to delete an attachment from a Square invoice.
  • Delete Location Custom AttributeTool to delete a custom attribute from a location.
  • Delete Location Custom Attribute DefinitionTool to delete a location-related custom attribute definition.
  • Delete Locations Custom Attributes (Batch)Tool to delete custom attributes from multiple locations in a single batch request.
  • Delete Merchant Custom AttributeTool to delete a custom attribute from a merchant profile.
  • Delete Merchant Custom Attribute DefinitionTool to delete a merchant-related custom attribute definition.
  • Delete Merchants Custom Attributes (Batch)Tool to delete custom attributes from multiple merchants in a single batch request.
  • Delete Webhook SubscriptionPermanently deletes a webhook subscription by its ID.
  • Remove Group From CustomerRemoves a customer from a customer group.
Other actionsSpecialist and administrative actions.View 14 actionsHide actions
  • Accept DisputeAccept a dispute and acknowledge liability, returning funds to the cardholder.
  • Calculate OrderTool to preview order pricing without creating an order.
  • Batch Create Inventory ChangesApplies multiple inventory adjustments and physical counts in a single batch request.
  • Bulk Delete CustomersTool to bulk delete customer profiles from Square.
  • Link Customer to Gift CardTool to link a customer to a gift card in Square.
  • Pay OrderPays an existing Square order by processing approved payments and completing the transaction.
  • Bulk Retrieve ChannelsTool to bulk retrieve multiple Square channels by their IDs in a single request.
  • Batch Retrieve Inventory CountsRetrieve inventory counts for multiple catalog objects and locations in a single batch request.
  • Test Webhook SubscriptionTests a webhook subscription by sending a test event to the configured notification URL.
  • Bulk Update CustomersTool to update multiple customer profiles in a single batch operation.
  • Batch Upsert Catalog ObjectsCreates or updates multiple catalog objects in a single batch operation.
  • Batch Upsert Customer Custom AttributesTool to create or update custom attributes for multiple customers in a single batch request.
  • Batch Upsert Locations Custom AttributesTool to create or update custom attributes for multiple locations in a single batch request.
  • Batch Upsert Merchants Custom AttributesTool to create or update custom attributes for multiple merchants in a single batch request.

Connection record

A connection you can control.

Sign-in
OAuth sign-in
Setup
Sign in with your own Square account. Access is limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Square

How does the agent connect to Square?
You sign in with your own Square account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Square at any time.
What can the agent actually do in Square?
The page above lists the 122 actions currently available through the Square connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Square included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Square is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Square to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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