Square
Square
Section titled “Square”Connect Square from Integrations in the Workforce AI dashboard, then ask your AI employee to use it as part of a job. The action reference below is normalized from the current Square toolkit reference into plain business language.
Good first jobs
Section titled “Good first jobs”- Look up an order, item, or customer record.
- Prepare a clear summary for follow-up.
- Update an approved business record.
Connect Square
Section titled “Connect Square”- Open Workforce AI and choose Integrations.
- Find Square and select Connect.
- Complete the provider sign-in or connection details shown on screen.
- Return to your AI employee and give it one clear job using Square.
The provider controls which accounts and workspaces you can authorize. You can reconnect or remove the connection from the Integrations page.
Available tools
Section titled “Available tools”- Add group to customer
- Cancel booking
- Cancel invoice
- Cancel payment
- Create batch inventory changes
- Create bulk customers
- Create card
- Create customer
- Create customer custom attribute definition
- Create customer group
- Create dispute evidence file
- Create dispute evidence text
- Create gift card activity
- Create invoice attachment
- Create location
- Create location custom attribute definition
- Create order
- Create refund
- Create team member
- Delete catalog object
- Delete catalog objects batch
- Delete customer
- Delete customers bulk
- Delete customer custom attribute
- Delete customer custom attribute definition
- Delete customer group
- Delete dispute evidence
- Delete invoice
- Delete invoice attachment
- Delete locations custom attributes batch
- Delete location custom attribute
- Delete location custom attribute definition
- Delete merchants custom attributes batch
- Delete merchant custom attribute
- Delete merchant custom attribute definition
- Delete webhook subscription
- Get booking
- Get business booking profile
- Get current merchant
- Get customers custom attribute definitions
- Get customers graphql
- Get customer custom attribute
- Get dispute evidence
- Get gift card from gan
- Get invoice
- Get loyalty account
- Get merchant
- Get online checkout location settings
- Get refund
- Get subscription
- Get team member
- List cards
- List channels
- List customers
- List customer custom attributes
- List customer custom attribute definitions
- List customer custom attribute definitions graph ql
- List customer groups
- List customer segments
- List dispute evidence
- List invoices
- List locations
- List locations custom attributes
- List location custom attribute definitions
- List merchants
- List merchants custom attributes
- List merchant custom attribute definitions
- List payments
- List subscriptions
- List webhook event types
- List webhook subscriptions
- Remove group from customer
- Retrieve bulk customers
- Retrieve channel
- Retrieve channels bulk
- Retrieve customer
- Retrieve customer group
- Retrieve customer segment
- Retrieve dispute
- Retrieve inventory changes
- Retrieve inventory counts batch
- Retrieve location
- Retrieve location custom attribute
- Retrieve location custom attribute definition
- Retrieve merchants
- Retrieve merchant custom attribute
- Retrieve merchant custom attribute definition
- Retrieve order
- Retrieve payment link
- Retrieve token status
- Retrieve webhook subscription
- Search booking availability
- Search catalog objects
- Search customers
- Search orders
- Update booking
- Update customer
- Update customers bulk
- Update customer custom attribute definition
- Update customer group
- Update location
- Update location custom attribute definition
- Update merchant custom attribute definition
- Update online checkout location settings
- Update order
- Update team member
- Update webhook subscription
- Update webhook subscription signature key
Workforce AI applies its approval rules to actions that create, change, send, publish, move, or remove information. When an action needs approval, you will see it in Approvals before it runs.
How to ask for the work
Section titled “How to ask for the work”Use the result you want and the record or audience involved:
Using Square, look up an order, item, or customer record. Show me the result here.
For recurring work, add the timing, the information to use, and the finish line. You can save a successful job as a schedule when it should run on a regular rhythm.
Common questions
Section titled “Common questions”Does Workforce AI need my Square password?
Section titled “Does Workforce AI need my Square password?”Use the provider sign-in or connection screen shown by Workforce AI. OAuth providers keep your password with the provider.
Why is a proposed action waiting?
Section titled “Why is a proposed action waiting?”Open Approvals in Workforce AI. Review the complete proposal, then approve or deny it.
How do I switch to another Square account?
Section titled “How do I switch to another Square account?”Open Integrations, remove or reconnect Square, and choose the account you want during the provider sign-in.
Can I use Square in a scheduled job?
Section titled “Can I use Square in a scheduled job?”Yes. Once the connection and job work the way you want, tell your AI employee when the job should run.