Connect Square to your AI agent

Finance 122 actions available

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

We set up the connection using your own Square account, with keys you control, and keep it running. Your agent picks it up and starts doing the work.

Book a setup call → See pricing
Actions

What your agent can do in Square

Each one is a real action the agent can take on its own, the same things a person clicking around Square could do. Read-only by default; write actions are confirmed against your policy.

  • 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 irr…
  • 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.
  • 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…
  • 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 u…
  • 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,…
  • 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. Im…
  • 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 qu…
  • 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.
  • Create Card Tool to create a card on file. Use when you need to securely store a customer's card for future payments. Requires a valid nonce or payment ID.
  • Create Customer Tool to create a new customer profile in Square. Use when you need to add a customer to the Square account. At least one of given_name, family_name, company_name, email_address, or phone_number is required.
  • Create Customer Custom Attribute Definition Tool to create a customer-related custom attribute definition. Use when you need to define a new custom attribute that can be applied to customer profiles. Custom attributes allow storing additional structured data on c…
  • Create Customer Group Tool to create a new customer group for a business. Use when you need to organize customers into groups for targeted marketing or segmentation.
  • Create Dispute Evidence File Tool to upload a file as dispute evidence. Use when you need to attach supporting documents (PDF, image, etc.) to an existing dispute. Use after creating or retrieving a dispute.
  • Create Dispute Evidence Text Upload text evidence for a dispute challenge. Use this to submit textual information (up to 500 characters) that supports your case in a payment dispute. After uploading all evidence, you must call SubmitEvidence to fin…
  • Create Gift Card Activity Creates a gift card activity to manage gift card balances. This action supports multiple activity types including ACTIVATE (initiate a gift card with an opening balance), LOAD (add funds), REDEEM (withdraw funds), CLEAR…
  • Create Invoice Attachment Upload and attach a file to a Square invoice. Use this action to add supplementary documents (receipts, contracts, supporting documentation) to an existing invoice. Attachments can only be added to invoices in DRAFT, SC…
  • Create Location Tool to create a new business location in a Square account. Use when you need to add a new physical or mobile location for the merchant.
  • Create Location Custom Attribute Definition Tool to create a location-related custom attribute definition. Use when you need to define new custom attributes for Square location objects to store additional business-specific data.
  • Create Order Creates a new Square order with line items, taxes, discounts, and fulfillment details. Use this action when you need to create an order for processing payments or tracking sales. The created order will have a state of D…
  • Create Refund Refunds a Square payment in full or partially. Use this action when you need to return funds to a customer for a completed payment, such as for returned products, cancelled services, or billing errors. The refund amount…
  • Create Team Member Tool to create a new team member in Square. Creates a team member profile that can be used to assign permissions and track employee data. Use when you need to add a new employee or staff member to the Square account. Th…
  • Delete Catalog Object Tool to delete a Square catalog object by ID. When an object is deleted, other objects in the graph that depend on that object will be deleted as well (cascading deletion). Use this action when you need to permanently r…
  • 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. Deletion is a cascading event such that all children of the targeted object are also de…
  • Delete Customer Tool to delete a Square customer profile. Use when you need to permanently remove a customer record from Square.
  • Delete Customer Custom Attribute Tool to delete a custom attribute from a customer profile. Use when you need to remove custom data associated with a specific customer. Requires the CUSTOMERS_WRITE OAuth permission scope.
  • Delete Customer Custom Attribute Definition Tool to delete a customer-related custom attribute definition. Use when you need to remove a custom attribute definition that is no longer needed. This action requires CUSTOMERS_WRITE permission.
  • Delete Customer Group Tool to delete a customer group by its ID. Use when you need to permanently remove a customer group from Square.
  • Bulk Delete Customers Tool to bulk delete customer profiles from Square. Use when you need to delete multiple customer profiles at once (1-100 customers per request). Each successful deletion returns an empty object; failed deletions include…
  • Delete Dispute Evidence Removes a specific piece of evidence from a dispute. Evidence that is removed will NOT be sent to the bank. This action requires the DISPUTES_WRITE permission scope. Important: You CANNOT remove evidence after it has be…
  • Delete Invoice Tool to delete a Square invoice (only DRAFT invoices can be deleted).
  • Delete Invoice Attachment Tool to delete an attachment from a Square invoice. Endpoint: DELETE /v2/invoices/{invoice_id}/attachments/{attachment_id}
  • Delete Location Custom Attribute Tool to delete a custom attribute from a location. Use when you need to remove custom data associated with a specific business location. Requires the MERCHANT_PROFILE_WRITE OAuth permission scope.
  • Delete Location Custom Attribute Definition Tool to delete a location-related custom attribute definition. Once deleted, the custom attribute definition cannot be used to add custom attributes to locations. Use when you need to remove obsolete or incorrect custom…
  • Delete Locations Custom Attributes (Batch) Tool to delete custom attributes from multiple locations in a single batch request. Use when you need to remove custom metadata from multiple business locations efficiently. To delete custom attributes owned by other ap…
  • Delete Merchant Custom Attribute Tool to delete a custom attribute from a merchant profile. Use when you need to remove custom data associated with a specific merchant. Requires the MERCHANT_PROFILE_WRITE OAuth permission scope.
  • Delete Merchant Custom Attribute Definition Tool to delete a merchant-related custom attribute definition. Once deleted, the custom attribute definition cannot be used to add custom attributes to merchants. Use when you need to remove obsolete or incorrect custom…
  • Delete Merchants Custom Attributes (Batch) Tool to delete custom attributes from multiple merchants in a single batch request. Use when you need to remove custom metadata from merchant profiles efficiently. To delete custom attributes owned by other applications…
  • Delete Webhook Subscription Permanently deletes a webhook subscription by its ID. Once deleted, the subscription will no longer receive event notifications. This action cannot be undone. Note: Webhook subscriptions are application-level resources…
  • Get Booking Retrieves detailed information about a specific Square booking by its ID. Returns the complete booking object including appointment segments, customer notes, seller notes, location details, creator information, and curr…
  • Get Business Booking Profile Tool to retrieve the business booking profile for a Square merchant via GraphQL. Use when you need to check if bookings are enabled, view cancellation policies, or access booking configuration settings. This is an alpha…
  • Get Current Merchant Tool to retrieve merchant information associated with the access token using Square's GraphQL API. Use when you need to obtain the merchant ID required for other GraphQL queries, or to get merchant details like business…
  • Get Customer Custom Attribute Retrieves a custom attribute from a customer profile in Square. Use this when you need to access specific custom data associated with a customer, such as preferences, external IDs, or other merchant-defined information.…
  • Get Customer Custom Attribute Definition Tool to retrieve a customer-related custom attribute definition from Square. Use when you need to fetch the schema, visibility, or metadata of a specific custom attribute definition by its key.
  • Get Customers via GraphQL Tool to retrieve customer profiles from Square Customer Directory using GraphQL API. Use when you need to fetch customer information including name, contact details, and profile data for a specific merchant. Requires me…
  • Get Dispute Evidence Retrieves detailed information about a specific piece of evidence that was uploaded for a dispute. Use this action to: - Get metadata about evidence (file details, upload time, evidence type) - Verify evidence was uploa…
  • Get Gift Card From GAN Retrieves detailed information about a gift card by its GAN (gift card account number). Use this action when you need to look up a gift card using the GAN that buyers use to make purchases or check balances. Returns the…
  • Get Invoice Retrieves detailed information about a specific Square invoice by its ID. Returns the complete invoice object including payment requests, recipient details, accepted payment methods, custom fields, attachments, and curr…
  • Get Loyalty Account Tool to retrieve detailed information about a specific Square loyalty account by ID. Use when you need to fetch loyalty account data including balance, lifetime points, customer association, and point expiration schedul…
  • Get Merchant Tool to retrieve detailed information about a specific Square merchant by ID. Use when you need to fetch merchant profile data including business name, country, currency, and main location ID. Use 'me' as the merchant_i…
  • Get Online Checkout Location Settings Tool to retrieve location-level settings for Square online checkout. Use when you need to get checkout configuration including customer notes, policies, branding, and tipping options for a specific location.
  • Get Payment Refund Retrieves a specific payment refund by its unique ID from Square. Returns complete refund details including amount, status, associated payment and order IDs, and refund destination information. Use this action when you…
  • Get Subscription Retrieves detailed information about a specific Square customer subscription by its ID. Use this action when you need to fetch subscription details including status, billing information, plan variation, associated custo…
  • Get Team Member Tool to retrieve detailed information about a specific Square team member by ID. Use when you need to fetch team member profile data including name, contact information, location assignments, and wage settings.
  • Link Customer to Gift Card Tool to link a customer to a gift card in Square. Links the customer profile to the gift card, adding their ID to the gift card's customer_ids list. Use when you need to associate a customer with a gift card for trackin…
  • List Cards Tool to retrieve cards on file associated with a Square account. Use when you need to list saved payment methods for a merchant or customer for payment processing or management purposes. Returns a maximum of 25 cards pe…
  • List Channels Tool to list requested channels from Square. Use when you need to retrieve channel information for a specific reference type, reference ID, or status.
  • List Customer Custom Attribute Definitions Tool to list customer-related custom attribute definitions from Square. Use when you need to discover available custom attributes that can be attached to customer profiles.
  • List Customer Custom Attribute Definitions (GraphQL) Tool to retrieve customer custom attribute definitions via Square's GraphQL API. Use when you need to discover available custom attributes and their metadata for customer profiles. Alpha feature.
  • List Customer Custom Attributes Tool to list custom attributes for a customer profile. Use when you need to retrieve all custom data associated with a specific customer, including optional definitions that provide metadata about each attribute.
  • List Customer Groups Tool to retrieve the list of customer groups of a business. Use when you need to discover customer group IDs or list all customer groups for segmentation and targeting purposes.
  • List Customers Tool to retrieve customer profiles associated with a Square account. Use when you need to list customers for CRM, reporting, or customer management purposes. Only returns profiles with public information (given_name, fa…
  • List Customer Segments Tool to retrieve the list of customer segments of a business. Use when you need to discover customer segment IDs for targeting or filtering customer groups in Square.
  • List Dispute Evidence Tool to list evidence items associated with a given dispute. Endpoint: GET /v2/disputes/{dispute_id}/evidence
  • List Invoices Tool to list invoices for a Square location.
  • List Location Custom Attribute Definitions Tool to list location-related custom attribute definitions from Square. Use when you need to discover available custom attributes that can be attached to location profiles.
  • List Locations Tool to retrieve all business locations from a Square account. Use when you need to discover available location IDs for other Square API calls that require location_id parameter (like listing invoices or payments).
  • List Locations Custom Attributes Tool to list custom attributes for a specific location in Square. Use when you need to retrieve all custom attribute values associated with a particular location.
  • List Merchant Custom Attribute Definitions Tool to list merchant-related custom attribute definitions from Square. Use when you need to discover available custom attributes that can be attached to merchant profiles.
  • List Merchants Tool to retrieve merchant account information associated with the access token. Use when you need to get merchant profile details including business name, country, currency, and main location ID.
  • List Merchants Custom Attributes Tool to list custom attributes for a specific merchant in Square. Use when you need to retrieve all custom attribute values associated with a particular merchant.
  • List Payments Tool to list payments by location and time range to enable reconciliation and net sales reporting from Square POS. Use when you need to retrieve payment records for reporting, analytics, or reconciliation purposes.
  • List Subscriptions Tool to search and list Square customer billing subscriptions. Use this action when you need to retrieve subscription information for customers, filter subscriptions by location, or view all active subscriptions. Result…
  • List Webhook Event Types Tool to list available webhook event types. Use when you need to discover event types before creating or updating a webhook subscription.
  • List Webhook Subscriptions List all webhook subscriptions owned by your application. Returns webhook subscriptions with their event types, notification URLs, and status. Supports filtering by enabled/disabled status, sorting by creation date, and…
  • Pay Order Pays an existing Square order by processing approved payments and completing the transaction. Use this action when you need to finalize payment on an order that has already been created and has associated approved payme…
  • Remove Group From Customer Removes a customer from a customer group. Use this when you need to disassociate a customer from a specific group. Once removed, the customer will no longer be part of the group and won't receive group-specific benefits…
  • Retrieve Bulk Customers Tool to retrieve multiple customer profiles in a single request. Use when you need to efficiently fetch up to 100 customer profiles by their IDs.
  • Retrieve Channel Retrieve a Square channel by its ID. Channels represent different distribution points for catalog content, including physical locations and online platforms. Use this to get detailed information about a specific channel…
  • Bulk Retrieve Channels Tool to bulk retrieve multiple Square channels by their IDs in a single request. Use when you need to fetch specific channels by their unique identifiers rather than listing all channels.
  • Retrieve Customer Tool to retrieve detailed information about a specific Square customer by ID. Use when you need to fetch customer profile data including contact information, preferences, and group memberships.
  • Retrieve Customer Group Tool to retrieve a specific Square customer group by ID. Use when you need to fetch details about a customer group including its name and timestamps.
  • Retrieve Customer Segment Tool to retrieve a specific customer segment by its ID. Use when you need to get details about a customer segment including its name and timestamps.
  • Retrieve Dispute Tool to retrieve a Square dispute by ID. Endpoint: GET /v2/disputes/{dispute_id}
  • Retrieve Inventory Changes Retrieves the inventory change history for a catalog object at specified locations. Returns adjustments, physical counts, and transfers sorted by occurrence timestamp (newest first). Use this action when you need to tra…
  • Batch Retrieve Inventory Counts Retrieve inventory counts for multiple catalog objects and locations in a single batch request. Use this action when you need to efficiently check inventory levels across multiple item variations, locations, or states.…
  • Retrieve Location Tool to retrieve detailed information about a specific Square location by ID. Use when you need to get complete details about a specific location, including address, business hours, contact information, and capabilities.
  • Retrieve Location Custom Attribute Retrieves a custom attribute associated with a location in Square. Use this when you need to access specific custom data associated with a location, such as metadata, external IDs, or other merchant-defined information.
  • Retrieve Location Custom Attribute Definition Tool to retrieve a location-related custom attribute definition. Use when you need to get the schema, visibility, and metadata for a custom attribute associated with locations.
  • Retrieve Merchant Custom Attribute Retrieves a custom attribute associated with a merchant in Square. Use this when you need to access specific custom data associated with a merchant, such as metadata, external IDs, or other merchant-defined information.
  • Retrieve Merchant Custom Attribute Definition Tool to retrieve a merchant-related custom attribute definition from Square. Use when you need to fetch the schema, visibility, or metadata of a specific custom attribute definition by its key.
  • Retrieve Merchants Tool to retrieve merchant information including status, main location details, and capabilities using Square's GraphQL API. Use when you need to fetch merchant profile data for specific merchant IDs.
  • Retrieve Order Retrieves detailed information about a specific Square order by its ID. Use this tool when you need to: - Fetch complete details of an order including line items, pricing, taxes, and discounts - Check order status and f…
  • Retrieve Payment Link Retrieves a Square-hosted payment link by ID. Returns complete payment link details including the checkout URL, associated order ID, checkout options, pre-populated buyer data, and creation timestamps. Requires ORDERS_R…
  • Retrieve Token Status Tool to retrieve information about an OAuth access token or personal access token. Use when you need to verify token validity, check token expiration, inspect authorized scopes, or validate merchant association before m…
  • Retrieve Webhook Subscription Retrieve a Square webhook subscription by its ID. Returns subscription details including name, enabled status, event types, notification URL, and signature key. Note: Requires personal access token authentication with D…
  • Search Booking Availability Searches for available appointment time slots for booking services at Square locations. Use this action when you need to find open booking slots for a specific service, location, and time range. This is essential for sc…
  • Search Catalog Objects Searches for catalog objects (items, categories, taxes, discounts, etc.) in the Square catalog. Use this action when you need to find specific catalog items by name, SKU, category, or other attributes, or when retrievin…
  • Search Customers Tool to search customer profiles in Square Customer Directory. Use when you need to find customers by email, phone, creation date, or other filters. Returns paginated results with optional total count.
  • Search Orders Tool to search orders across one or more Square locations with filters. Use when you need to find orders within a date range, by state, by customer, or other criteria. This is the primary way Square exposes 'list orders…
  • Submit Dispute Evidence Submits evidence for a dispute to the cardholder's bank. IMPORTANT: You must upload evidence FIRST using CreateDisputeEvidenceText or CreateDisputeEvidenceFile before calling this endpoint. Once evidence is submitted, i…
  • Test Webhook Subscription Tests a webhook subscription by sending a test event to the configured notification URL. Use this to verify that your webhook endpoint is correctly receiving and processing Square events. The response includes the HTTP…
  • Update Booking Updates an existing Square booking with new appointment details, times, notes, or team members. Use when you need to modify a booking's start time, change appointment segments, update customer or seller notes, or modify…
  • Update Customer Tool to update an existing Square customer profile. Use when you need to modify customer details like name, email, address, or phone number. Supports sparse updates: only include fields you want to change, null values w…
  • Update Customer Custom Attribute Definition Tool to update a customer-related custom attribute definition in Square. Use when you need to modify the name, description, visibility, or schema of an existing custom attribute definition. Supports sparse updates: only…
  • Update Customer Group Tool to update a customer group's information by its ID. Use when you need to modify the name or other attributes of an existing customer group in Square.
  • Bulk Update Customers Tool to update multiple customer profiles in a single batch operation. Use when you need to efficiently update 1-100 customer profiles at once. Each update request includes the customer ID as a key and the customer data…
  • Update Location Tool to update an existing business location in a Square account. Use when you need to modify location details like name, description, address, business hours, contact information, or social media profiles.
  • Update Location Custom Attribute Definition Tool to update a location-related custom attribute definition in Square. Use when you need to modify the description, name, visibility, or schema of an existing location custom attribute definition.
  • Update Merchant Custom Attribute Definition Tool to update a merchant-related custom attribute definition in Square. Use when you need to modify the description, name, visibility, or schema of an existing merchant custom attribute definition.
  • Update Online Checkout Location Settings Tool to update location-level settings for Square online checkout. Use when you need to modify checkout configuration including customer notes, policies, branding, and tipping options for a specific location. Supports s…
  • Update Order Updates an existing Square order by adding, modifying, or removing fields. Use for OPEN or DRAFT orders only (COMPLETED/CANCELED orders cannot be updated). Requires the current order version number for optimistic concur…
  • Update Team Member Tool to update an existing Square team member's information. Use when you need to modify team member details like name, email, phone number, status, location assignments, or wage settings. Supports sparse updates: only…
  • Update Webhook Subscription Tool to update a Square webhook subscription. Use when you need to modify subscription settings such as name, enabled state, event types, notification URL, or API version of an existing webhook subscription.
  • Update Webhook Subscription Signature Key Tool to rotate the signature key for a webhook subscription. Use when you need to replace the current signature key for security purposes.
  • Upsert Catalog Object Creates or updates a catalog object in the Square catalog. Use when you need to add or modify items, variations, categories, taxes, discounts, or other catalog entities in the merchant's inventory system. For new object…
  • Batch Upsert Catalog Objects Creates or updates multiple catalog objects in a single batch operation. Use this action when you need to efficiently manage catalog items, categories, discounts, taxes, or other catalog entities in bulk. Supports up to…
  • Upsert Customer Custom Attribute Tool to create or update a custom attribute for a customer profile. Use when you need to store custom data on a customer record, such as preferences, loyalty tiers, or external system IDs. The custom attribute key must…
  • Batch Upsert Customer Custom Attributes Tool to create or update custom attributes for multiple customers in a single batch request. Use when you need to set custom data on customer profiles (e.g., preferences, loyalty tiers, tags). Supports 1 to 25 upsert op…
  • Upsert Location Custom Attribute Tool to create or update a custom attribute for a location. Use when you need to store custom data on a location record, such as capacity limits, special features, or external system IDs. The custom attribute key must m…
  • Batch Upsert Locations Custom Attributes Tool to create or update custom attributes for multiple locations in a single batch request. Use when you need to set custom data on location records (e.g., store ratings, delivery zones, tags). Supports 1 to 25 upsert…
  • Upsert Merchant Custom Attribute Tool to create or update a custom attribute for a merchant profile. Use when you need to store custom data on a merchant record, such as business notes, external system IDs, or configuration values. The custom attribute…
  • Batch Upsert Merchants Custom Attributes Tool to create or update custom attributes for multiple merchants in a single batch request. Use when you need to set custom data on merchant profiles (e.g., business types, establishment dates, merchant categories). Su…
Setup

How we connect it

  1. 1

    Connect your account

    You log in with your own Square account. We never see your password, and you can revoke access from Square at any time.

  2. 2

    Set the guardrails

    Read-only by default. You choose which write actions the agent may take, and anything outside that policy gets confirmed with you first.

  3. 3

    We keep it running

    Health checks on every connection, updates handled for you, and we watch the first week of activity to make sure the work lands.

FAQ

Square questions, answered.

You sign in with your own Square account. Permissions are scoped to the minimum the agent needs, the connection is health-checked, and you can revoke access from Square at any time.
The actions Square's API allows, the same things a person clicking around the app could do. Connections start read-only by default; write actions are confirmed against the policy you set before the agent takes them.
Connections are priced per tool on top of the base plan. Some are included, some are premium. See pricing for how connection charges work.
Standard tools are ready inside 7 business days of the setup call. We test the connection end to end, walk you through how the agent uses it, and watch the first week of activity.

Ready to put Square to work?

Tell us what your team runs on. We set up the connection, secure it, and your agent takes it from there.

Book a setup call → Browse all integrations

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