Can I limit what agents can do in Square?

Yes, twice over. The connection itself has an access level (Read-only, Read + write, Full access), and on top of that you can allow, scope, or deny each individual agent from the Integrations page.

Can I connect more than one Square account?

Yes. Connect additional accounts from the same card and mark one as primary; agents use the primary unless a mission names a specific account.

How do I disconnect Square?

Open Integrations, choose the account under Square, and revoke it. Agents lose access immediately; nothing keeps working in the background.

E-commerce & Payments

🟩 Square integration

Access levels: Read-only · Read + write · Full access · Verified July 15, 2026

Connect Square once and every agent in your squad can work in it for you, with exactly as much access as you decide to give, and a receipt for every call it makes.

What your squad can do in Square

Look things up, get business booking profile; get current merchant; get customers custom attribute definitions, and more.
Do real work, add group to customer; create bulk customers; create card; create customer, and more.
Run it on a schedule: any of the 96 available tools below can be part of a scheduled task or a mission.

How to connect

In your dashboard, open Integrations and find Square.
Click Connect and pick an access level (we recommend Read + write): this is the ceiling for every agent.
Sign in to Square in the window that opens and approve. You land back on the Integrations page with the account live.

You can change an account's access level any time under Manage. It applies instantly, no re-authorization. If the connection ever expires, the card shows Reconnect; one click re-authorizes the same account with the same settings.

Multiple accounts: connect as many as you need (say, yours and a client's). One is primary. Agents use it unless a mission says otherwise.

Access levels

The level you pick at connect time is enforced on our side for every agent call: an agent can never do more than the level allows, no matter what it's asked.

Level	What it allows
Read-only	Read payments, customers, merchant profile.
Read + write	Process payments, manage customers and orders.	Recommended
Full access	Also manage inventory, employees, item catalog.

On top of the connection's level, every agent can be individually allowed, scoped down, or denied for this app from the Integrations page. Deny an agent and it doesn't even see the connection.

Every tool, in plain terms

The 96 tools agents use in Square through Mission Control, and the lowest access level that includes each. Agents discover these themselves. You never have to name a tool; asking in plain language is enough.

Tool	What it does	Access level
Accept dispute `SQUARE_ACCEPT_DISPUTE`	Accept a dispute and acknowledge liability, returning funds to the cardholder.	Full access
Add group to customer `SQUARE_ADD_GROUP_TO_CUSTOMER`	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.	Read + write, Full access
Calculate order `SQUARE_CALCULATE_ORDER`	Preview order pricing without creating an order.	All levels
Cancel invoice `SQUARE_CANCEL_INVOICE`	Cancels a Square invoice, preventing further payments from being collected.	Full access
Cancel payment `SQUARE_CANCEL_PAYMENT`	Cancels (voids) a payment that is in APPROVED status.	Full access
Create bulk customers `SQUARE_CREATE_BULK_CUSTOMERS`	Create multiple customer profiles in a single request.	Read + write, Full access
Create card `SQUARE_CREATE_CARD`	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.	Read + write, Full access
Create customer `SQUARE_CREATE_CUSTOMER`	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.	Read + write, Full access
Create customer custom attribute definition `SQUARE_CREATE_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITION`	Create a customer-related custom attribute definition.	Read + write, Full access
Create customer group `SQUARE_CREATE_CUSTOMER_GROUP`	Create a new customer group for a business.	Read + write, Full access
Create dispute evidence file `SQUARE_CREATE_DISPUTE_EVIDENCE_FILE`	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.	Read + write, Full access
Create dispute evidence text `SQUARE_CREATE_DISPUTE_EVIDENCE_TEXT`	Upload text evidence for a dispute challenge.	Read + write, Full access
Create invoice attachment `SQUARE_CREATE_INVOICE_ATTACHMENT`	Upload and attach a file to a Square invoice.	Read + write, Full access
Create location `SQUARE_CREATE_LOCATION`	Create a new business location in a Square account.	Read + write, Full access
Create location custom attribute definition `SQUARE_CREATE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITION`	Create a location-related custom attribute definition.	Read + write, Full access
Delete customer `SQUARE_DELETE_CUSTOMER`	Delete a Square customer profile. Use when you need to permanently remove a customer record from Square.	Full access
Delete customers bulk `SQUARE_DELETE_CUSTOMERS_BULK`	Bulk delete customer profiles from Square.	Full access
Delete customer custom attribute `SQUARE_DELETE_CUSTOMER_CUSTOM_ATTRIBUTE`	Delete a custom attribute from a customer profile.	Full access
Delete customer custom attribute definition `SQUARE_DELETE_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITION`	Delete a customer-related custom attribute definition.	Full access
Delete customer group `SQUARE_DELETE_CUSTOMER_GROUP`	Delete a customer group by its ID. Use when you need to permanently remove a customer group from Square.	Full access
Delete dispute evidence `SQUARE_DELETE_DISPUTE_EVIDENCE`	Removes a specific piece of evidence from a dispute.	Full access
Delete invoice `SQUARE_DELETE_INVOICE`	Delete a Square invoice (only DRAFT invoices can be deleted).	Full access
Delete invoice attachment `SQUARE_DELETE_INVOICE_ATTACHMENT`	Delete an attachment from a Square invoice.	Full access
Delete locations custom attributes batch `SQUARE_DELETE_LOCATIONS_CUSTOM_ATTRIBUTES_BATCH`	Delete custom attributes from multiple locations in a single batch request.	Full access
Delete location custom attribute `SQUARE_DELETE_LOCATION_CUSTOM_ATTRIBUTE`	Delete a custom attribute from a location.	Full access
Delete location custom attribute definition `SQUARE_DELETE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITION`	Delete a location-related custom attribute definition.	Full access
Delete merchants custom attributes batch `SQUARE_DELETE_MERCHANTS_CUSTOM_ATTRIBUTES_BATCH`	Delete custom attributes from multiple merchants in a single batch request.	Full access
Delete merchant custom attribute `SQUARE_DELETE_MERCHANT_CUSTOM_ATTRIBUTE`	Delete a custom attribute from a merchant profile.	Full access
Delete merchant custom attribute definition `SQUARE_DELETE_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITION`	Delete a merchant-related custom attribute definition.	Full access
Delete webhook subscription `SQUARE_DELETE_WEBHOOK_SUBSCRIPTION`	Permanently deletes a webhook subscription by its ID.	Full access
Get business booking profile `SQUARE_GET_BUSINESS_BOOKING_PROFILE`	Retrieve the business booking profile for a Square merchant via GraphQL.	All levels
Get current merchant `SQUARE_GET_CURRENT_MERCHANT`	Retrieve merchant information associated with the access token using Square's GraphQL API.	All levels
Get customers custom attribute definitions `SQUARE_GET_CUSTOMERS_CUSTOM_ATTRIBUTE_DEFINITIONS`	Retrieve a customer-related custom attribute definition from Square.	All levels
Get customers graphql `SQUARE_GET_CUSTOMERS_GRAPHQL`	Retrieve customer profiles from Square Customer Directory using GraphQL API.	All levels
Get customer custom attribute `SQUARE_GET_CUSTOMER_CUSTOM_ATTRIBUTE`	Retrieves a custom attribute from a customer profile in Square.	All levels
Get dispute evidence `SQUARE_GET_DISPUTE_EVIDENCE`	Retrieves detailed information about a specific piece of evidence that was uploaded for a dispute.	All levels
Get invoice `SQUARE_GET_INVOICE`	Retrieves detailed information about a specific Square invoice by its ID.	All levels
Get merchant `SQUARE_GET_MERCHANT`	Retrieve detailed information about a specific Square merchant by ID.	All levels
Get online checkout location settings `SQUARE_GET_ONLINE_CHECKOUT_LOCATION_SETTINGS`	Retrieve location-level settings for Square online checkout.	All levels
List channels `SQUARE_LIST_CHANNELS`	List requested channels from Square. Use when you need to retrieve channel information for a specific reference type, reference ID, or status.	All levels
List customers `SQUARE_LIST_CUSTOMERS`	Retrieve customer profiles associated with a Square account.	All levels
List customer custom attributes `SQUARE_LIST_CUSTOMER_CUSTOM_ATTRIBUTES`	List custom attributes for a customer profile.	All levels
List customer custom attribute definitions `SQUARE_LIST_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITIONS`	List customer-related custom attribute definitions from Square.	All levels
List customer custom attribute definitions graph ql `SQUARE_LIST_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITIONS_GRAPH_QL`	Retrieve customer custom attribute definitions via Square's GraphQL API.	All levels
List customer groups `SQUARE_LIST_CUSTOMER_GROUPS`	Retrieve the list of customer groups of a business.	All levels
List customer segments `SQUARE_LIST_CUSTOMER_SEGMENTS`	Retrieve the list of customer segments of a business.	All levels
List dispute evidence `SQUARE_LIST_DISPUTE_EVIDENCE`	List evidence items associated with a given dispute.	All levels
List invoices `SQUARE_LIST_INVOICES`	List invoices for a Square location.	All levels
List locations `SQUARE_LIST_LOCATIONS`	Retrieve all business locations from a Square account.	All levels
List locations custom attributes `SQUARE_LIST_LOCATIONS_CUSTOM_ATTRIBUTES`	List custom attributes for a specific location in Square.	All levels
List location custom attribute definitions `SQUARE_LIST_LOCATION_CUSTOM_ATTRIBUTE_DEFINITIONS`	List location-related custom attribute definitions from Square.	All levels
List merchants `SQUARE_LIST_MERCHANTS`	Retrieve merchant account information associated with the access token.	All levels
List merchants custom attributes `SQUARE_LIST_MERCHANTS_CUSTOM_ATTRIBUTES`	List custom attributes for a specific merchant in Square.	All levels
List merchant custom attribute definitions `SQUARE_LIST_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITIONS`	List merchant-related custom attribute definitions from Square.	All levels
List payments `SQUARE_LIST_PAYMENTS`	List payments by location and time range to enable reconciliation and net sales reporting from Square POS.	All levels
List webhook event types `SQUARE_LIST_WEBHOOK_EVENT_TYPES`	List available webhook event types. Use when you need to discover event types before creating or updating a webhook subscription.	All levels
List webhook subscriptions `SQUARE_LIST_WEBHOOK_SUBSCRIPTIONS`	List all webhook subscriptions owned by your application.	All levels
Remove group from customer `SQUARE_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…	Full access
Retrieve bulk customers `SQUARE_RETRIEVE_BULK_CUSTOMERS`	Retrieve multiple customer profiles in a single request.	All levels
Retrieve channel `SQUARE_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…	All levels
Retrieve channels bulk `SQUARE_RETRIEVE_CHANNELS_BULK`	Bulk retrieve multiple Square channels by their IDs in a single request.	All levels
Retrieve customer `SQUARE_RETRIEVE_CUSTOMER`	Retrieve detailed information about a specific Square customer by ID.	All levels
Retrieve customer group `SQUARE_RETRIEVE_CUSTOMER_GROUP`	Retrieve a specific Square customer group by ID.	All levels
Retrieve customer segment `SQUARE_RETRIEVE_CUSTOMER_SEGMENT`	Retrieve a specific customer segment by its ID.	All levels
Retrieve dispute `SQUARE_RETRIEVE_DISPUTE`	Retrieve a Square dispute by ID. Endpoint: GET /v2/disputes/{dispute_id}	All levels
Retrieve location `SQUARE_RETRIEVE_LOCATION`	Retrieve detailed information about a specific Square location by ID.	All levels
Retrieve location custom attribute `SQUARE_RETRIEVE_LOCATION_CUSTOM_ATTRIBUTE`	Retrieves a custom attribute associated with a location in Square.	All levels
Retrieve location custom attribute definition `SQUARE_RETRIEVE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITION`	Retrieve a location-related custom attribute definition.	All levels
Retrieve merchants `SQUARE_RETRIEVE_MERCHANTS`	Retrieve merchant information including status, main location details, and capabilities using Square's GraphQL API.	All levels
Retrieve merchant custom attribute `SQUARE_RETRIEVE_MERCHANT_CUSTOM_ATTRIBUTE`	Retrieves a custom attribute associated with a merchant in Square.	All levels
Retrieve merchant custom attribute definition `SQUARE_RETRIEVE_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITION`	Retrieve a merchant-related custom attribute definition from Square.	All levels
Retrieve order `SQUARE_RETRIEVE_ORDER`	Retrieves detailed information about a specific Square order by its ID.	All levels
Retrieve payment link `SQUARE_RETRIEVE_PAYMENT_LINK`	Retrieves a Square-hosted payment link by ID.	All levels
Retrieve token status `SQUARE_RETRIEVE_TOKEN_STATUS`	Retrieve information about an OAuth access token or personal access token.	All levels
Retrieve webhook subscription `SQUARE_RETRIEVE_WEBHOOK_SUBSCRIPTION`	Retrieve a Square webhook subscription by its ID.	All levels
Search customers `SQUARE_SEARCH_CUSTOMERS`	Search customer profiles in Square Customer Directory.	All levels
Search orders `SQUARE_SEARCH_ORDERS`	Search orders across one or more Square locations with filters.	All levels
Submit dispute evidence `SQUARE_SUBMIT_DISPUTE_EVIDENCE`	Submits evidence for a dispute to the cardholder's bank.	Full access
Test webhook subscription `SQUARE_TEST_WEBHOOK_SUBSCRIPTION`	Tests a webhook subscription by sending a test event to the configured notification URL.	Read + write, Full access
Update customer `SQUARE_UPDATE_CUSTOMER`	Update an existing Square customer profile.	Read + write, Full access
Update customers bulk `SQUARE_UPDATE_CUSTOMERS_BULK`	Update multiple customer profiles in a single batch operation.	Read + write, Full access
Update customer custom attribute definition `SQUARE_UPDATE_CUSTOMER_CUSTOM_ATTRIBUTE_DEFINITION`	Update a customer-related custom attribute definition in Square.	Read + write, Full access
Update customer group `SQUARE_UPDATE_CUSTOMER_GROUP`	Update a customer group's information by its ID.	Read + write, Full access
Update location `SQUARE_UPDATE_LOCATION`	Update an existing business location in a Square account.	Read + write, Full access
Update location custom attribute definition `SQUARE_UPDATE_LOCATION_CUSTOM_ATTRIBUTE_DEFINITION`	Update a location-related custom attribute definition in Square.	Read + write, Full access
Update merchant custom attribute definition `SQUARE_UPDATE_MERCHANT_CUSTOM_ATTRIBUTE_DEFINITION`	Update a merchant-related custom attribute definition in Square.	Read + write, Full access
Update online checkout location settings `SQUARE_UPDATE_ONLINE_CHECKOUT_LOCATION_SETTINGS`	Update location-level settings for Square online checkout.	Read + write, Full access
Update order `SQUARE_UPDATE_ORDER`	Updates an existing Square order by adding, modifying, or removing fields.	Read + write, Full access
Update webhook subscription `SQUARE_UPDATE_WEBHOOK_SUBSCRIPTION`	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.	Read + write, Full access
Update webhook subscription signature key `SQUARE_UPDATE_WEBHOOK_SUBSCRIPTION_SIGNATURE_KEY`	Rotate the signature key for a webhook subscription.	Read + write, Full access
Upsert customer custom attribute `SQUARE_UPSERT_CUSTOMER_CUSTOM_ATTRIBUTE`	Create or update a custom attribute for a customer profile.	Read + write, Full access
Upsert customer custom attributes batch `SQUARE_UPSERT_CUSTOMER_CUSTOM_ATTRIBUTES_BATCH`	Create or update custom attributes for multiple customers in a single batch request.	Read + write, Full access
Upsert locations custom attributes batch `SQUARE_UPSERT_LOCATIONS_CUSTOM_ATTRIBUTES_BATCH`	Create or update custom attributes for multiple locations in a single batch request.	Read + write, Full access
Upsert location custom attribute `SQUARE_UPSERT_LOCATION_CUSTOM_ATTRIBUTE`	Create or update a custom attribute for a location.	Read + write, Full access
Upsert merchants custom attributes batch `SQUARE_UPSERT_MERCHANTS_CUSTOM_ATTRIBUTES_BATCH`	Create or update custom attributes for multiple merchants in a single batch request.	Read + write, Full access
Upsert merchant custom attribute `SQUARE_UPSERT_MERCHANT_CUSTOM_ATTRIBUTE`	Create or update a custom attribute for a merchant profile.	Read + write, Full access

What agents can't do in Square (yet)

Anything not in the table above. The tools mirror what Square makes available to connected apps. If Square doesn't expose an operation, agents can't perform it either.
If something you need is missing, there's usually a path: add the service's API key under Settings → Custom integrations and your agents can call it directly. See custom integrations & secrets. You can also ask your lead agent to open a ticket describing what it needs.

Using it in missions

Just ask in plain language: “check Square for …”, “create … in Square”, “every Monday, … ”, and the agent finds the right tool, runs it, and reports back with a receipt in your Runs ledger. Anything outward-facing (sending, posting, publishing) that a mission didn't clearly authorize comes back to you as a ticket first.

Troubleshooting

Agent says	What's happening	Fix
"Square isn't connected"	No active connection (or this agent is denied)	Connect on the Integrations page; check the agent's per-app policy
"The connection has expired"	Square ended the authorization (they all do periodically)	Click Reconnect on the account, same settings, one click
"I'm not allowed to do that"	The action is above the account's access level, or the agent is scoped down	Raise the level under Manage, or adjust that agent's policy
It did something unexpected	The ask was ambiguous (e.g. matched an existing item)	Be explicit, "create a NEW …", and give agents a working folder where relevant