Access levels
Each Stripe account has an access level: Read-only and Read + write. Squad refuses any agent action outside that level. You can also narrow or block single agents under Per-agent access.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. Each action shows its name, a one-line description where the Stripe action catalog has one, and its slug. The slug is the ID that agents use when they call the action.Read-only
Read-only
- View line items
- View transactions
- View coupons and discounts
- View and search invoices
- View settings
- View account details
- View and search customers
- View events
- View payment methods
- View and search products
- View and search subscriptions
- View domains
Account details (7)
Account details (7)
Alerts (2)
Alerts (2)
Associations (1)
Associations (1)
Balances (4)
Balances (4)
Bank accounts (2)
Bank accounts (2)
Card readers (2)
Card readers (2)
Cards (2)
Cards (2)
Charges (3)
Charges (3)
Checkout sessions (2)
Checkout sessions (2)
Code (3)
Code (3)
Coupons and discounts (7)
Coupons and discounts (7)
Credit notes (5)
Credit notes (5)
Credits (2)
Credits (2)
Customers (8)
Customers (8)
Disputes (3)
Disputes (3)
Documents (1)
Documents (1)
Domains (4)
Domains (4)
Events (6)
Events (6)
Features (4)
Features (4)
Files (2)
Files (2)
History (1)
History (1)
Invoices (8)
Invoices (8)
Line items (12)
Line items (12)
Links (2)
Links (2)
Lists (2)
Lists (2)
Locations (2)
Locations (2)
Meters (2)
Meters (2)
Orders (1)
Orders (1)
Payment intents (3)
Payment intents (3)
Payment links (2)
Payment links (2)
Payment methods (5)
Payment methods (5)
Payments (3)
Payments (3)
Payouts (2)
Payouts (2)
People (2)
People (2)
Plans (2)
Plans (2)
Prices (3)
Prices (3)
Products (5)
Products (5)
Quotes (4)
Quotes (4)
Records (3)
Records (3)
Refunds (4)
Refunds (4)
Reviews (2)
Reviews (2)
Runs (3)
Runs (3)
Schedules (2)
Schedules (2)
Secrets (2)
Secrets (2)
Sessions (1)
Sessions (1)
Settings (8)
Settings (8)
Setup intents (2)
Setup intents (2)
Subscriptions (5)
Subscriptions (5)
Tax rates (3)
Tax rates (3)
Taxes (7)
Taxes (7)
Templates (1)
Templates (1)
Tokens (2)
Tokens (2)
Top-ups (1)
Top-ups (1)
Transactions (8)
Transactions (8)
Transfers (2)
Transfers (2)
Types (2)
Types (2)
Vendors (2)
Vendors (2)
Other actions (15)
Other actions (15)
Read + write (recommended)
Read + write (recommended)
- Create, update, delete, send, and manage invoices
- Create, update, delete, and manage coupons and discounts
- Create, update, cancel, and test payment intents
- Create, update, delete, start, cancel, and manage subscriptions
- Create, update, and manage payment methods
- Create, update, and delete settings
- Create, update, and cancel quotes
- Create tokens
- Create sessions
- Create, update, and archive alerts
- Create, update, and delete bank accounts
- Create and update charges
Account details (2)
Account details (2)
Alerts (4)
Alerts (4)
Balances (4)
Balances (4)
Bank accounts (5)
Bank accounts (5)
Card readers (9)
Card readers (9)
Cards (2)
Cards (2)
Charges (4)
Charges (4)
Checkout sessions (4)
Checkout sessions (4)
Collections (2)
Collections (2)
Coupons and discounts (9)
Coupons and discounts (9)
Credit notes (3)
Credit notes (3)
Credits (4)
Credits (4)
Customers (9)
Customers (9)
Disputes (3)
Disputes (3)
Domains (4)
Domains (4)
Events (5)
Events (5)
Features (4)
Features (4)
Files (1)
Files (1)
Invoices (20)
Invoices (20)
Keys (2)
Keys (2)
Line items (3)
Line items (3)
Links (3)
Links (3)
Locations (3)
Locations (3)
Meters (4)
Meters (4)
Payment intents (9)
Payment intents (9)
Payment links (2)
Payment links (2)
Payment methods (8)
Payment methods (8)
Payments (5)
Payments (5)
Payouts (1)
Payouts (1)
Plans (3)
Plans (3)
Prices (2)
Prices (2)
Products (3)
Products (3)
Quotes (6)
Quotes (6)
Records (1)
Records (1)
Refunds (5)
Refunds (5)
Releases (1)
Releases (1)
Reports (4)
Reports (4)
Runs (1)
Runs (1)
Schedules (4)
Schedules (4)
Secrets (2)
Secrets (2)
Sessions (5)
Sessions (5)
Settings (9)
Settings (9)
Setup intents (4)
Setup intents (4)
Subscriptions (11)
Subscriptions (11)
Tax rates (2)
Tax rates (2)
Taxes (7)
Taxes (7)
Tokens (6)
Tokens (6)
Transactions (3)
Transactions (3)
Transfers (1)
Transfers (1)
Other actions (8)
Other actions (8)
Connect Stripe
Before you start:- You need a Stripe 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
Add an integration
Find Stripe
Choose an access level
Choose who may use it
Click Connect Stripe
Sign in to Stripe
Change the access level
- Under YOUR CONNECTIONS, find the Stripe account.
- Open the account menu (⋯) and click Manage scope.
- Under Default scope, choose the new level.
- Click Save access.
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. Only you and your Administrators see Per-agent access.- Under YOUR CONNECTIONS, open the account menu (⋯) on the Stripe 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.
Use more than one Stripe account
Click + Account on the Stripe card to connect another account. Agents try the primary account first unless they are asked to use a specific one. With teammates, a person’s own accounts come before shared accounts.- 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. Only you and the Administrators who can see every agent can do this.
- To tell accounts apart, open the account menu (⋯) and click Rename.
- Each account is private to the person who connected it unless that person shares it. In a workspace with teammates, connecting an account asks whether to share it with everyone. See Who can use an account.
Reconnect or disconnect
Reconnect when the connection has expired, or when you need to change what the account can reach on the Stripe side:- Open the account menu (⋯) and click Reconnect.
- Click Reauthorize on Stripe.
- Sign in to Stripe and approve the request.
Costs
Stripe 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. You or an Administrator can also change the agent’s row under Per-agent access.
- Cause: the agent is set to No access under Per-agent access, or the account is not connected.
- Fix: you or an Administrator opens Manage scope and changes the agent’s row. If the account is missing, connect it again.
- Cause: your Squad subscription is not active.
- Fix: resubscribe. See Manage your subscription.
- 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 Stripe?
Can I limit what agents can do in Stripe?
Can I connect more than one Stripe account?
Can I connect more than one Stripe account?
How do I disconnect Stripe?
How do I disconnect Stripe?