Square

Connect Square so your agents can work in your Square account. You choose an access level for each account, and Squad refuses any agent action outside that level.

Access levels

Each Square account has an access level: Read-only, Read + write, and Full access. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.

Level	The connect window describes this level as	Actions agents can use
Read-only	”Read payments, customers, merchant profile.”	56 of 116
Read + write (recommended)	“Process payments, manage customers and orders.”	98 of 116
Full access	”Also manage inventory, employees, item catalog.”	116 of 116

Read + write is the recommended level. The connect window selects it for you, and you can choose another level. The Square sign-in page asks you to approve full access to your account. This is expected. Squad does not narrow the sign-in. It checks every agent action against the level you chose, and it refuses actions outside that level.

What agents can do at each level

Each level opens with a short summary in plain tasks, then lists every action it adds, grouped by what the action works on. You do not need to name actions. Ask in plain words, and the agent searches for the matching action.

Find an action. Open a level and use your browser’s find (Ctrl+F, or Cmd+F on a Mac) with a word from the task or part of a slug. Or ask your agent in plain words, for example “What can you do in my Square account?” The agent can search the Square actions for you.

Each action shows its name, a one-line description where the Square action catalog has one, and its slug. The slug is the ID that agents use when they call the action.

Read-only

Agents can use 56 of the 116 Square actions at this level:

View attributes
View and search customers
View merchant details
View subscriptions
View channels
View and search orders
View groups
View invoices
View locations
View segments
View account details
Search availability

All 56 actions at this level:

Account details (1)

Action	What it does	Slug
Get loyalty account		`SQUARE_GET_LOYALTY_ACCOUNT`

Attributes (13)

Action	What it does	Slug
Get customer custom attribute	Retrieves a custom attribute from a customer profile in Square.	`SQUARE_GET_CUSTOMER_CUSTOM_ATTRIBUTE`
Get customers custom attribute definitions	Retrieve a customer-related custom attribute definition from Square.	`SQUARE_GET_CUSTOMERS_CUSTOM_ATTRIBUTE_DEFINITIONS`
List customer custom attribute definitions	List customer-related custom attribute definitions from Square.	`SQUARE_LIST_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITIONS`
List customer custom attribute definitions graph ql	Retrieve customer custom attribute definitions via Square’s GraphQL API.	`SQUARE_LIST_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITIONS_GRAPH_QL`
List customer custom attributes	List custom attributes for a customer profile.	`SQUARE_LIST_CUSTOMER_CUSTOM_ATTRIBUTES`
List location custom attribute definitions	List location-related custom attribute definitions from Square.	`SQUARE_LIST_LOCATION_CUSTOM_ATTRIBUTE_DEFINITIONS`
List locations custom attributes	List custom attributes for a specific location in Square.	`SQUARE_LIST_LOCATIONS_CUSTOM_ATTRIBUTES`
List merchant custom attribute definitions	List merchant-related custom attribute definitions from Square.	`SQUARE_LIST_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITIONS`
List merchants custom attributes	List custom attributes for a specific merchant in Square.	`SQUARE_LIST_MERCHANTS_CUSTOM_ATTRIBUTES`
Retrieve location custom attribute	Retrieves a custom attribute associated with a location in Square.	`SQUARE_RETRIEVE_LOCATION_CUSTOM_ATTRIBUTE`
Retrieve location custom attribute definition	Retrieve a location-related custom attribute definition.	`SQUARE_RETRIEVE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITION`
Retrieve merchant custom attribute	Retrieves a custom attribute associated with a merchant in Square.	`SQUARE_RETRIEVE_MERCHANT_CUSTOM_ATTRIBUTE`
Retrieve merchant custom attribute definition	Retrieve a merchant-related custom attribute definition from Square.	`SQUARE_RETRIEVE_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITION`

Availability (1)

Action	What it does	Slug
Search booking availability		`SQUARE_SEARCH_BOOKING_AVAILABILITY`

Bookings (1)

Action	What it does	Slug
Get booking		`SQUARE_GET_BOOKING`

Cards (1)

Action	What it does	Slug
List cards		`SQUARE_LIST_CARDS`

Channels (3)

Action	What it does	Slug
List channels	List requested channels from Square.	`SQUARE_LIST_CHANNELS`
Retrieve channel	Retrieve a Square channel by its ID.	`SQUARE_RETRIEVE_CHANNEL`
Retrieve channels bulk	Bulk retrieve multiple Square channels by their IDs in a single request.	`SQUARE_RETRIEVE_CHANNELS_BULK`

Customers (5)

Action	What it does	Slug
Get customers GraphQL	Retrieve customer profiles from Square Customer Directory using GraphQL API.	`SQUARE_GET_CUSTOMERS_GRAPHQL`
List customers	Retrieve customer profiles associated with a Square account.	`SQUARE_LIST_CUSTOMERS`
Retrieve bulk customers	Retrieve multiple customer profiles in a single request.	`SQUARE_RETRIEVE_BULK_CUSTOMERS`
Retrieve customer	Retrieve detailed information about a specific Square customer by ID.	`SQUARE_RETRIEVE_CUSTOMER`
Search customers	Search customer profiles in Square Customer Directory.	`SQUARE_SEARCH_CUSTOMERS`

Disputes (3)

Action	What it does	Slug
Get dispute evidence	Retrieves detailed information about a specific piece of evidence that was uploaded for a dispute.	`SQUARE_GET_DISPUTE_EVIDENCE`
List dispute evidence	List evidence items associated with a given dispute.	`SQUARE_LIST_DISPUTE_EVIDENCE`
Retrieve dispute	Retrieve a Square dispute by ID.	`SQUARE_RETRIEVE_DISPUTE`

Gift cards (1)

Action	What it does	Slug
Get gift card from gan		`SQUARE_GET_GIFT_CARD_FROM_GAN`

Groups (2)

Action	What it does	Slug
List customer groups	Retrieve the list of customer groups of a business.	`SQUARE_LIST_CUSTOMER_GROUPS`
Retrieve customer group	Retrieve a specific Square customer group by ID.	`SQUARE_RETRIEVE_CUSTOMER_GROUP`

Inventory (1)

Action	What it does	Slug
Retrieve inventory counts batch		`SQUARE_RETRIEVE_INVENTORY_COUNTS_BATCH`

Invoices (2)

Action	What it does	Slug
Get invoice	Retrieves detailed information about a specific Square invoice by its ID.	`SQUARE_GET_INVOICE`
List invoices	List invoices for a Square location.	`SQUARE_LIST_INVOICES`

Locations (2)

Action	What it does	Slug
List locations	Retrieve all business locations from a Square account.	`SQUARE_LIST_LOCATIONS`
Retrieve location	Retrieve detailed information about a specific Square location by ID.	`SQUARE_RETRIEVE_LOCATION`

Merchant details (4)

Action	What it does	Slug
Get current merchant	Retrieve merchant information associated with the access token using Square’s GraphQL API.	`SQUARE_GET_CURRENT_MERCHANT`
Get merchant	Retrieve detailed information about a specific Square merchant by ID.	`SQUARE_GET_MERCHANT`
List merchants	Retrieve merchant account information associated with the access token.	`SQUARE_LIST_MERCHANTS`
Retrieve merchants	Retrieve merchant information including status, main location details, and capabilities using Square’s GraphQL API.	`SQUARE_RETRIEVE_MERCHANTS`

Objects (1)

Action	What it does	Slug
Search catalog objects		`SQUARE_SEARCH_CATALOG_OBJECTS`

Orders (3)

Action	What it does	Slug
Calculate order	Preview order pricing without creating an order.	`SQUARE_CALCULATE_ORDER`
Retrieve order	Retrieves detailed information about a specific Square order by its ID.	`SQUARE_RETRIEVE_ORDER`
Search orders	Search orders across one or more Square locations with filters.	`SQUARE_SEARCH_ORDERS`

Payment links (1)

Action	What it does	Slug
Retrieve payment link	Retrieves a Square-hosted payment link by ID.	`SQUARE_RETRIEVE_PAYMENT_LINK`

Payments (1)

Action	What it does	Slug
List payments	List payments by location and time range to enable reconciliation and net sales reporting from Square POS.	`SQUARE_LIST_PAYMENTS`

Profiles (1)

Action	What it does	Slug
Get business booking profile	Retrieve the business booking profile for a Square merchant via GraphQL.	`SQUARE_GET_BUSINESS_BOOKING_PROFILE`

Segments (2)

Action	What it does	Slug
List customer segments	Retrieve the list of customer segments of a business.	`SQUARE_LIST_CUSTOMER_SEGMENTS`
Retrieve customer segment	Retrieve a specific customer segment by its ID.	`SQUARE_RETRIEVE_CUSTOMER_SEGMENT`

Settings (1)

Action	What it does	Slug
Get online checkout location settings	Retrieve location-level settings for Square online checkout.	`SQUARE_GET_ONLINE_CHECKOUT_LOCATION_SETTINGS`

Subscriptions (4)

Action	What it does	Slug
Get subscription		`SQUARE_GET_SUBSCRIPTION`
List subscriptions		`SQUARE_LIST_SUBSCRIPTIONS`
List webhook subscriptions	List all webhook subscriptions owned by your application.	`SQUARE_LIST_WEBHOOK_SUBSCRIPTIONS`
Retrieve webhook subscription	Retrieve a Square webhook subscription by its ID.	`SQUARE_RETRIEVE_WEBHOOK_SUBSCRIPTION`

Tokens (1)

Action	What it does	Slug
Retrieve token status	Retrieve information about an OAuth access token or personal access token.	`SQUARE_RETRIEVE_TOKEN_STATUS`

Types (1)

Action	What it does	Slug
List webhook event types	List available webhook event types.	`SQUARE_LIST_WEBHOOK_EVENT_TYPES`

Read + write (recommended)

Agents can use 98 of the 116 Square actions at this level: everything in Read-only, plus:

Create attributes
Create and update customers
Create and update orders
Update and cancel bookings
Create and update groups
Create and update locations
View and create refunds
Update and test subscriptions
Create activities
Create attachments
Create cards
View change history

The 42 actions that this level adds to Read-only:

Activities (1)

Action	What it does	Slug
Create gift card activity		`SQUARE_CREATE_GIFT_CARD_ACTIVITY`

Attachments (1)

Action	What it does	Slug
Create invoice attachment	Upload and attach a file to a Square invoice.	`SQUARE_CREATE_INVOICE_ATTACHMENT`

Attributes (11)

Action	What it does	Slug
Create customer custom attribute definition	Create a customer-related custom attribute definition.	`SQUARE_CREATE_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITION`
Create location custom attribute definition	Create a location-related custom attribute definition.	`SQUARE_CREATE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITION`
Update customer custom attribute definition	Update a customer-related custom attribute definition in Square.	`SQUARE_UPDATE_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITION`
Update location custom attribute definition	Update a location-related custom attribute definition in Square.	`SQUARE_UPDATE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITION`
Update merchant custom attribute definition	Update a merchant-related custom attribute definition in Square.	`SQUARE_UPDATE_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITION`
Upsert customer custom attribute	Create or update a custom attribute for a customer profile.	`SQUARE_UPSERT_CUSTOMER_CUSTOM_ATTRIBUTE`
Upsert customer custom attributes batch	Create or update custom attributes for multiple customers in a single batch request.	`SQUARE_UPSERT_CUSTOMER_CUSTOM_ATTRIBUTES_BATCH`
Upsert location custom attribute	Create or update a custom attribute for a location.	`SQUARE_UPSERT_LOCATION_CUSTOM_ATTRIBUTE`
Upsert locations custom attributes batch	Create or update custom attributes for multiple locations in a single batch request.	`SQUARE_UPSERT_LOCATIONS_CUSTOM_ATTRIBUTES_BATCH`
Upsert merchant custom attribute	Create or update a custom attribute for a merchant profile.	`SQUARE_UPSERT_MERCHANT_CUSTOM_ATTRIBUTE`
Upsert merchants custom attributes batch	Create or update custom attributes for multiple merchants in a single batch request.	`SQUARE_UPSERT_MERCHANTS_CUSTOM_ATTRIBUTES_BATCH`

Bookings (2)

Action	What it does	Slug
Cancel booking		`SQUARE_CANCEL_BOOKING`
Update booking		`SQUARE_UPDATE_BOOKING`

Cards (1)

Action	What it does	Slug
Create card	Create a card on file.	`SQUARE_CREATE_CARD`

Change history (1)

Action	What it does	Slug
Retrieve inventory changes		`SQUARE_RETRIEVE_INVENTORY_CHANGES`

Customers (5)

Action	What it does	Slug
Create bulk customers	Create multiple customer profiles in a single request.	`SQUARE_CREATE_BULK_CUSTOMERS`
Create customer	Create a new customer profile in Square.	`SQUARE_CREATE_CUSTOMER`
Link customer to gift card		`SQUARE_LINK_CUSTOMER_TO_GIFT_CARD`
Update customer	Update an existing Square customer profile.	`SQUARE_UPDATE_CUSTOMER`
Update customers bulk	Update multiple customer profiles in a single batch operation.	`SQUARE_UPDATE_CUSTOMERS_BULK`

Disputes (3)

Action	What it does	Slug
Accept dispute	Accept a dispute and acknowledge liability, returning funds to the cardholder.	`SQUARE_ACCEPT_DISPUTE`
Create dispute evidence text	Upload text evidence for a dispute challenge.	`SQUARE_CREATE_DISPUTE_EVIDENCE_TEXT`
Submit dispute evidence	Submits evidence for a dispute to the cardholder’s bank.	`SQUARE_SUBMIT_DISPUTE_EVIDENCE`

Files (1)

Action	What it does	Slug
Create dispute evidence file	Upload a file as dispute evidence.	`SQUARE_CREATE_DISPUTE_EVIDENCE_FILE`

Groups (3)

Action	What it does	Slug
Add group to customer	Add a customer to a customer group.	`SQUARE_ADD_GROUP_TO_CUSTOMER`
Create customer group	Create a new customer group for a business.	`SQUARE_CREATE_CUSTOMER_GROUP`
Update customer group	Update a customer group’s information by its ID.	`SQUARE_UPDATE_CUSTOMER_GROUP`

Invoices (1)

Action	What it does	Slug
Cancel invoice	Cancels a Square invoice, preventing further payments from being collected.	`SQUARE_CANCEL_INVOICE`

Keys (1)

Action	What it does	Slug
Update webhook subscription signature key	Rotate the signature key for a webhook subscription.	`SQUARE_UPDATE_WEBHOOK_SUBSCRIPTION_SIGNATURE_KEY`

Locations (2)

Action	What it does	Slug
Create location	Create a new business location in a Square account.	`SQUARE_CREATE_LOCATION`
Update location	Update an existing business location in a Square account.	`SQUARE_UPDATE_LOCATION`

Orders (3)

Action	What it does	Slug
Create order		`SQUARE_CREATE_ORDER`
Pay order		`SQUARE_PAY_ORDER`
Update order	Updates an existing Square order by adding, modifying, or removing fields.	`SQUARE_UPDATE_ORDER`

Payments (1)

Action	What it does	Slug
Cancel payment	Cancels (voids) a payment that is in APPROVED status.	`SQUARE_CANCEL_PAYMENT`

Refunds (2)

Action	What it does	Slug
Create refund		`SQUARE_CREATE_REFUND`
Get refund		`SQUARE_GET_REFUND`

Settings (1)

Action	What it does	Slug
Update online checkout location settings	Update location-level settings for Square online checkout.	`SQUARE_UPDATE_ONLINE_CHECKOUT_LOCATION_SETTINGS`

Subscriptions (2)

Action	What it does	Slug
Test webhook subscription	Tests a webhook subscription by sending a test event to the configured notification URL.	`SQUARE_TEST_WEBHOOK_SUBSCRIPTION`
Update webhook subscription	Update a Square webhook subscription.	`SQUARE_UPDATE_WEBHOOK_SUBSCRIPTION`

Full access

Agents can use 116 of the 116 Square actions at this level: everything in Read + write, plus:

Delete attributes
Delete customers
Delete objects
Delete attachments
Delete groups
Delete invoices
Delete subscriptions

The 18 actions that this level adds to Read + write:

Works on	Action	What it does	Slug
Attachments	Delete invoice attachment	Delete an attachment from a Square invoice.	`SQUARE_DELETE_INVOICE_ATTACHMENT`
Attributes	Delete customer custom attribute	Delete a custom attribute from a customer profile.	`SQUARE_DELETE_CUSTOMER_CUSTOM_ATTRIBUTE`
	Delete customer custom attribute definition	Delete a customer-related custom attribute definition.	`SQUARE_DELETE_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITION`
	Delete location custom attribute	Delete a custom attribute from a location.	`SQUARE_DELETE_LOCATION_CUSTOM_ATTRIBUTE`
	Delete location custom attribute definition	Delete a location-related custom attribute definition.	`SQUARE_DELETE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITION`
	Delete locations custom attributes batch	Delete custom attributes from multiple locations in a single batch request.	`SQUARE_DELETE_LOCATIONS_CUSTOM_ATTRIBUTES_BATCH`
	Delete merchant custom attribute	Delete a custom attribute from a merchant profile.	`SQUARE_DELETE_MERCHANT_CUSTOM_ATTRIBUTE`
	Delete merchant custom attribute definition	Delete a merchant-related custom attribute definition.	`SQUARE_DELETE_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITION`
	Delete merchants custom attributes batch	Delete custom attributes from multiple merchants in a single batch request.	`SQUARE_DELETE_MERCHANTS_CUSTOM_ATTRIBUTES_BATCH`
Customers	Delete customer	Delete a Square customer profile.	`SQUARE_DELETE_CUSTOMER`
	Delete customers bulk	Bulk delete customer profiles from Square.	`SQUARE_DELETE_CUSTOMERS_BULK`
Disputes	Delete dispute evidence	Removes a specific piece of evidence from a dispute.	`SQUARE_DELETE_DISPUTE_EVIDENCE`
Groups	Delete customer group	Delete a customer group by its ID.	`SQUARE_DELETE_CUSTOMER_GROUP`
	Remove group from customer	Removes a customer from a customer group.	`SQUARE_REMOVE_GROUP_FROM_CUSTOMER`
Invoices	Delete invoice	Delete a Square invoice (only DRAFT invoices can be deleted).	`SQUARE_DELETE_INVOICE`
Objects	Delete catalog object		`SQUARE_DELETE_CATALOG_OBJECT`
	Delete catalog objects batch		`SQUARE_DELETE_CATALOG_OBJECTS_BATCH`
Subscriptions	Delete webhook subscription	Permanently deletes a webhook subscription by its ID.	`SQUARE_DELETE_WEBHOOK_SUBSCRIPTION`

Connect Square

Before you start:

You need a Square account that you can sign in to.
Your Squad subscription must be active. Squad does not connect apps while the subscription is not active.

Open Integrations

Open Settings > Integrations.

Add an integration

On the Connected apps tab, click + Add integration.

Find Square

Find Square in the catalog and click it. You can type the name in Search the catalog….

Choose an access level

Under Default scope, choose an access level. This level applies to every agent.

Click Connect Square

Click Connect Square. The Square sign-in page opens in a new tab.

Check that it works: Square shows under YOUR CONNECTIONS, with a row for the account and its access level.

Change the access level

Under YOUR CONNECTIONS, find the Square account.
Open the account menu (⋯) and click Manage scope.
Under Default scope, choose the new level.
Click Save access.

The change does not need a new sign-in. Agents get the new level from their next call.

Set access for one agent

Every agent uses the account’s level unless you set something else for it. You can narrow one agent to a lower level, or block it.

Under YOUR CONNECTIONS, open the account menu (⋯) on the Square account.
Click Manage scope.
Under Per-agent access, find the agent.
Choose the Default option to follow the account’s level, choose a lower level, or choose No access.
Click Save access.

An agent never gets more than the account’s level, even if you choose a higher level for it. Changes apply from the agent’s next call. An agent with No access does not see the account.

Use more than one Square account

Click + Account on the Square card to connect another account. Agents use the primary account unless they are asked to use a specific one.

After you click + Account, follow the connect steps above.
Each account has its own access level.
The first account you connect becomes the primary account. It shows ★ PRIMARY.
To change the primary account, open the account menu (⋯) and click Make primary.
To tell accounts apart, open the account menu (⋯) and click Rename.

Reconnect or disconnect

Reconnect when the connection has expired, or when you need to change what the account can reach on the Square side:

Open the account menu (⋯) and click Reconnect.
Click Reauthorize on Square.
Sign in to Square and approve the request.

Reconnect signs in to the same account again. It does not add a second connection. Open the account menu (⋯) on the Square account and click Disconnect. Agents lose access to that account at once.

Disconnect acts at once, with no confirmation step. If it was the primary account, another connected Square account becomes primary.

Costs

Square actions do not use Squad credits. Connected apps never use credits. For what does use credits, see What Squad costs.

Troubleshooting

An agent reports that an action is not allowed on this account.

Cause: the action is outside the account’s access level, or outside the level you set for that agent.
Fix: choose a higher level in Manage scope, or change the agent’s row under Per-agent access.

An agent says it has no access to Square, or it does not see the account.

Cause: the agent is set to No access under Per-agent access, or the account is not connected.
Fix: open Manage scope and change the agent’s row. If the account is missing, connect it again.

Connecting or saving fails with “Your subscription isn’t active.”

Cause: your Squad subscription is not active.
Fix: resubscribe. See Manage your subscription.

An agent says the Square connection has expired.

Cause: the sign-in for that account is no longer valid.
Fix: use Reconnect on the account.

Common questions

Can I limit what agents can do in Square?

Can I connect more than one Square account?

Click + Account on the Square card to connect another account. Agents use the primary account unless they are asked to use a specific one.

How do I disconnect Square?

Open the account menu (⋯) on the Square account and click Disconnect. Agents lose access to that account at once.

Connect apps

Add an MCP server or an API key

Use this when an action you need is not in this app.

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Marketing & Social

Scheduling & Meetings

Access levels

What agents can do at each level

Connect Square

Change the access level

Set access for one agent

Use more than one Square account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Connect apps

Add an MCP server or an API key

​Access levels

​What agents can do at each level

​Connect Square

​Change the access level

​Set access for one agent

​Use more than one Square account

​Reconnect or disconnect

​Costs

​Troubleshooting

​Common questions

​Related pages

Connect apps

Add an MCP server or an API key

Access levels

What agents can do at each level

Connect Square

Change the access level

Set access for one agent

Use more than one Square account

Reconnect or disconnect

Costs

Troubleshooting

Common questions

Related pages