What can an AI teammate do with Square?

Your AI teammate can read payments, orders, customers, and catalog data from Square to answer questions about your business. It can also create and send invoices - with your approval before anything is submitted.

Is my payment data safe?

Yes. Your teammate only reads and acts on data you authorize via Square's OAuth flow. Write actions like sending invoices always require your explicit approval before they execute.

Can the AI teammate process refunds or move money?

No. The integration does not support refunds, payouts, or any money-movement actions. It is limited to reading transactions and creating or sending invoices.

Does this work with multiple Square locations?

Yes. When listing payments, orders, and catalog items, your teammate can query across all locations associated with your Square account.

Finance

AI Teammate for Square

An AI teammate that tracks, analyzes, and reconciles your payments and commerce data.

Your AI teammate for Square reads your payment transactions, orders, customer records, and catalog items - giving you a complete picture of your commerce operations. Use it to surface revenue trends, flag overdue invoices, and understand customer behavior across your business. It can also draft and send invoices on your behalf. Write actions always require your approval.

Square powers payments, point of sale, and online commerce for millions of businesses. Connecting Square lets your AI teammate surface revenue insights and automate invoicing without you having to dig through dashboards.

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What your AI teammate can do with Square

Read-only actions run automatically. Write actions require your approval.

Read-only actions

list payments

Retrieve a list of recent payment transactions.

get payment

Fetch details for a specific payment by ID.

list orders

Retrieve a list of orders across your Square locations.

list customers

Retrieve your Square customer directory.

list catalog items

Retrieve items and variations from your Square catalog.

Write actions (require approval)

create invoice

Draft a new invoice for a customer or order.

send invoice

Send a drafted invoice to the customer via email.

Example workflows with Square

Real tasks you can run on a schedule or on demand.

task

summarize daily sales and flag any payment failures

task

identify top customers by revenue and order frequency

task

draft and send invoices for completed orders automatically

task

monitor catalog pricing and alert on out-of-stock items

How to connect Square

Create a free m8tes account.

Connect Square

Click Connect and complete the OAuth flow or enter your API key.

Create a task

Give your AI teammate a task that uses Square. It handles the rest.

Square AI teammate: FAQ

Common questions about using an AI teammate with Square.

Build an AI teammate for Square

Connect Square to an autonomous AI teammate that reads data, runs tasks on schedule, and delivers structured output.

AI teammates — all integrations
Build a teammate that uses Square alongside your other tools.

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Start using Square today

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