Integration · Payments and finance
AI agents for Square
Create and find customers, and make payment links for a set amount, in your Square seller account.
- Actions
- 4
- Read
- 2
- Write
- 2
Actions
What your agents can do in Square
4 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 2
Look things up. Nothing changes.
Search customers by email
Finds customers in the seller's Square directory whose email address is exactly this one.
List locations
Lists the seller's business locations with their IDs, names, currencies and status.
Write 2
Create, change or send.
Create a customer
Adds a customer to the seller's Square customer directory.
Create a payment link
Creates a Square checkout link for one item at a set price, at one of the seller's locations.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your Square account.
What you enter
- Access token
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Square data
Ask a question in plain words. The agent can search customers by email or list locations in Square, then answers with what it found.
- 02
Let an agent update Square
Have the agent create a customer or create a payment link in Square as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Square and Slack: it can search customers by email in Square and post a summary to a Slack channel in the same run.
Works well with
More Payments and finance tools
- Stripe4 actionsCreate and find customers, make payment links for your existing prices, and refund payments in your Stripe account.
- PayPal5 actionsDraft and send invoices, create and check checkout orders, and list transactions for a PayPal business account, live or sandbox.
- QuickBooks Online4 actionsLook up customers, invoices and products, add customers, and create and read invoices in a QuickBooks Online company.
- Xero4 actionsList and create invoices, and add and read contacts, in a Xero organisation.
- Razorpay3 actionsSend payment links, create orders for checkout, and look up payments in your Razorpay account.
- Adyen13 actionsCreate, check and expire Adyen payment links, list payment methods and a shopper's stored cards, capture, cancel or refund payments, and read merchant accounts, stores and payment method settings, in test or live.
FAQ
Square and MyDeepAgents
Can MyDeepAgents connect to Square?
Yes. The Square connector has 4 actions: 2 read and 2 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Square?
Paste an API key from your Square account. You'll need: Access token. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Square without asking?
Only if you let it. Each of the 2 actions that change data can be set to wait for a person's approval before it runs.
Can I use Square in workflows as well as agents?
Yes. Every Square action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Square to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.