Square Integration
API Key (Bearer)Connect your AI agent to Square. Process payments, manage inventory, update your customer directory, and handle appointments from conversations.
What your agent can do
With Square credentials, your agent gets access to payments, inventory, customers, and booking through the Square API.
Payment processing
Create payments, process refunds, and manage transactions across all your Square locations.
Inventory management
Track stock levels, adjust inventory counts, and receive low-stock alerts across locations.
Customer directory
Create and update customer profiles, search by name or email, and view purchase history.
Appointment booking
Schedule appointments, check availability, manage bookings, and send confirmations.
Prerequisites
- ✓A Square account with at least one active location
- ✓Access token from the Square Developer Dashboard
- ✓A ClawTrust agent on any plan (Starter, Pro, or Enterprise)
Step-by-step setup
Create a Square application and add the access token to your agent.
Open Square Developer Dashboard
Go to developer.squareup.com and sign in with your Square account. Click "New Application" to create an app for your agent.
Select permissions
In your application settings, configure the OAuth permissions your agent needs: PAYMENTS_READ, PAYMENTS_WRITE, CUSTOMERS_READ, CUSTOMERS_WRITE, INVENTORY_READ, and others as needed.
Copy your access token
Navigate to the Credentials tab and copy your production access token. This is a Bearer token used to authenticate API requests.
Add to ClawTrust
In your agent's dashboard, go to Credentials > Add Credential. Select "API Key (Bearer)", paste your token, and set allowed domains to *.squareup.com and connect.squareup.com.
Credential details
Type
Header
Authorization: Bearer EAAA...Allowed domains
*.squareup.comFields
Access token (single field)Example actions
Once connected, you can ask your agent to perform actions like these.
"Process a $45 payment for walk-in customer at Main Street location"
Creates a payment through the Square Payments API at the specified location.
"Check inventory for Blue Widget across all locations"
Queries inventory counts for the item across every connected Square location.
"Book a haircut appointment for jane@example.com on Friday at 2 PM"
Creates a booking in Square Appointments with the specified details.
"Look up customer john@acme.com and show their recent purchases"
Searches the customer directory and returns profile details with transaction history.
Ready to connect your agent to Square?
Add your access token and your agent starts managing payments and inventory immediately.