Square Tools
Square provides payment processing, POS systems, invoicing, and e-commerce tools, enabling sellers to accept card payments and manage their business
Use Square Tools with AI agents
Aident Loadout lets Claude Code, Codex, Cursor, and other supported agents call Square Tools. Choose from 122 supported Actions. Review each execution in Audit.
Connect Square Tools once through Aident Vault. Your agent can use the supported Actions without receiving the underlying credential.
Category
Finance AccountingPricing and payment
- Pricing
- Free in Loadout. Provider charges may apply when using a personally connected account.
- Unified payment
- Not currently supported. Connect a provider account when required.
Included Actions
- Square Accept DisputeAccept a dispute and acknowledge liability, returning funds to the cardholder. When you accept a dispute, Square debits the disputed amount from your account and updates the dispute state to ACCEPTED. This action is irreversible - once accepted, a dispute cannot be challenged. O…
- Square Add Group To CustomerTool to 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.
- Square Calculate OrderTool to preview order pricing without creating an order. Use when you need to calculate the total cost, taxes, discounts, and other pricing details for an order before finalizing it. Particularly useful for integrating rewards, discounts, and complex pricing scenarios.
- Square Cancel BookingCancels an existing Square booking, terminating the reservation. Use this action when a customer or seller needs to cancel a scheduled appointment. The booking must be in a cancellable state, and the cancellation will update the booking status accordingly. This action is irrever…
- Square Cancel InvoiceCancels a Square invoice, preventing further payments from being collected. Requirements: - Invoice must be in SCHEDULED, UNPAID, or PARTIALLY_PAID state - Cannot cancel invoices in DRAFT state or terminal states (PAID, REFUNDED, CANCELED, FAILED) - Requires INVOICES_WRITE and O…
- Square Cancel PaymentCancels (voids) a payment that is in APPROVED status. This is typically used in delayed capture scenarios where a payment was authorized but not yet captured, allowing you to void the authorization before settlement. Important: Only payments with APPROVED status can be canceled.…
- Square Create Batch Inventory ChangesApplies multiple inventory adjustments and physical counts in a single batch request. Returns the created changes and current inventory counts for all affected items. Use this action when you need to update inventory quantities for multiple items or locations at once, either thr…
- Square Create Bulk CustomersTool to create multiple customer profiles in a single request. Use when you need to efficiently create up to 100 customers at once. Each customer is identified by a unique idempotency key.
- Square Create CardTool to 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.
- Square Create CustomerTool to 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.
- Square Create Customer Custom Attribute DefinitionTool to create a customer-related custom attribute definition. Use when you need to define a new custom attribute that can be applied to customer profiles. Custom attributes allow storing additional structured data on customers beyond the standard fields.
- Square Create Customer GroupTool to create a new customer group for a business. Use when you need to organize customers into groups for targeted marketing or segmentation.
- Square Create Dispute Evidence FileTool to 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.
- Square Create Dispute Evidence TextUpload text evidence for a dispute challenge. Use this to submit textual information (up to 500 characters) that supports your case in a payment dispute. After uploading all evidence, you must call SubmitEvidence to finalize the dispute challenge. Endpoint: POST /v2/disputes/{di…
- Square Create Gift Card ActivityCreates a gift card activity to manage gift card balances. This action supports multiple activity types including ACTIVATE (initiate a gift card with an opening balance), LOAD (add funds), REDEEM (withdraw funds), CLEAR_BALANCE (set balance to zero), DEACTIVATE (permanently bloc…
- Square Create Invoice AttachmentUpload and attach a file to a Square invoice. Use this action to add supplementary documents (receipts, contracts, supporting documentation) to an existing invoice. Attachments can only be added to invoices in DRAFT, SCHEDULED, UNPAID, or PARTIALLY_PAID state. Square supports up…
- Square Create LocationTool to create a new business location in a Square account. Use when you need to add a new physical or mobile location for the merchant.
- Square Create Location Custom Attribute DefinitionTool to create a location-related custom attribute definition. Use when you need to define new custom attributes for Square location objects to store additional business-specific data.
- Square Create OrderCreates a new Square order with line items, taxes, discounts, and fulfillment details. Use this action when you need to create an order for processing payments or tracking sales. The created order will have a state of DRAFT or OPEN depending on the configuration. Each line item…
- Square Create RefundRefunds a Square payment in full or partially. Use this action when you need to return funds to a customer for a completed payment, such as for returned products, cancelled services, or billing errors. The refund amount cannot exceed the original payment total minus any prior re…
- Square Create Team MemberTool to create a new team member in Square. Creates a team member profile that can be used to assign permissions and track employee data. Use when you need to add a new employee or staff member to the Square account. The team member can then be assigned to locations and given ac…
- Square Delete Catalog ObjectTool to delete a Square catalog object by ID. When an object is deleted, other objects in the graph that depend on that object will be deleted as well (cascading deletion). Use this action when you need to permanently remove a catalog item, category, modifier, or other catalog o…
- Square Delete Catalog Objects BatchDeletes a set of CatalogObjects based on a list of target object IDs and returns a set of successfully deleted IDs in the response. Deletion is a cascading event such that all children of the targeted object are also deleted. Use this action when you need to remove multiple cata…
- Square Delete CustomerTool to delete a Square customer profile. Use when you need to permanently remove a customer record from Square.
- Square Delete Customer Custom AttributeTool to delete a custom attribute from a customer profile. Use when you need to remove custom data associated with a specific customer. Requires the CUSTOMERS_WRITE OAuth permission scope.
- Square Delete Customer Custom Attribute DefinitionTool to delete a customer-related custom attribute definition. Use when you need to remove a custom attribute definition that is no longer needed. This action requires CUSTOMERS_WRITE permission.
- Square Delete Customer GroupTool to delete a customer group by its ID. Use when you need to permanently remove a customer group from Square.
- Square Delete Customers BulkTool to bulk delete customer profiles from Square. Use when you need to delete multiple customer profiles at once (1-100 customers per request). Each successful deletion returns an empty object; failed deletions include error details. Note that delete events trigger separate web…
- Square Delete Dispute EvidenceRemoves a specific piece of evidence from a dispute. Evidence that is removed will NOT be sent to the bank. This action requires the DISPUTES_WRITE permission scope. Important: You CANNOT remove evidence after it has been submitted to the bank using the SubmitEvidence endpoint.…
- +93 Actions
Provider sources
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