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Square

Shanone’s Square integration gives your agent 140 tools covering orders, payments, invoicing, the product catalog, loyalty, subscriptions, and appointment bookings — enough to run most of a retail or service business’s day-to-day commerce operations.

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Getting Started

1

Connect via OAuth

Ask your agent to do something with Square (e.g. “list today’s payments over $50”), or connect proactively from Integrations in the Shanone dashboard.
2

Authorize your Square account

Approve Square’s OAuth consent screen for the merchant account you want Shanone to act on.
3

Retry your request

Once connected, shanone_execute_tool calls for square_* tools will succeed.

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Available Tools

Shanone provides 140 tools for Square, organized into these categories:
square_list_orders, square_list_payments, square_create_order, square_get_order, square_update_order, square_pay_order, square_calculate_order, square_batch_retrieve_orders, square_create_payment, square_get_payment, square_update_payment, square_cancel_payment, square_cancel_payment_by_idempotency_key, square_complete_payment
square_list_invoices, square_create_invoice, square_get_invoice, square_update_invoice, square_delete_invoice, square_publish_invoice, square_send_invoice, square_cancel_invoice, square_delete_invoice_attachment, square_search_invoices, square_create_refund, square_get_refund, square_list_payment_refunds
square_list_catalog_items, square_upsert_catalog_object, square_get_catalog_object, square_delete_catalog_object, square_search_catalog_objects, square_batch_upsert_catalog_objects, square_list_catalog_categories
square_list_customers, square_get_customer, square_search_customers, square_create_customer, square_update_customer, square_delete_customer, square_list_customer_groups, square_create_customer_group, square_get_customer_group, square_update_customer_group, square_delete_customer_group, square_add_group_to_customer, square_remove_group_from_customer, square_list_customer_segments, square_get_customer_segment, square_bulk_create_customers, square_bulk_update_customers, square_bulk_retrieve_customers
square_create_booking, square_get_booking, square_update_booking, square_cancel_booking, square_list_bookings, square_search_availability, square_bulk_retrieve_bookings, square_retrieve_business_booking_profile, square_list_team_member_booking_profiles
square_create_loyalty_account, square_get_loyalty_account, square_search_loyalty_accounts, square_accumulate_loyalty_points, square_adjust_loyalty_points, square_create_loyalty_reward, square_get_loyalty_reward, square_redeem_loyalty_reward, square_delete_loyalty_reward, square_retrieve_loyalty_program, square_calculate_loyalty_points, square_search_loyalty_events
square_create_subscription, square_get_subscription, square_update_subscription, square_search_subscriptions, square_pause_subscription, square_resume_subscription, square_cancel_subscription, square_list_subscription_events, square_bulk_swap_subscription_plan
square_create_gift_card, square_get_gift_card, square_get_gift_card_from_gan, square_list_gift_cards, square_deactivate_gift_card, square_create_gift_card_activity, square_list_gift_card_activities, square_get_gift_card_balance, square_list_disputes, square_get_dispute, square_accept_dispute, square_list_dispute_evidence, square_create_dispute_evidence_text, square_create_dispute_evidence_file, square_get_dispute_evidence, square_delete_dispute_evidence, square_submit_evidence
square_retrieve_inventory_count, square_batch_retrieve_inventory_counts, square_retrieve_inventory_changes, square_batch_change_inventory, square_retrieve_inventory_physical_count
square_create_team_member, square_get_team_member, square_update_team_member, square_search_team_members, square_retrieve_wage_setting, square_create_location, square_get_location, square_update_location, square_get_me, square_list_locations
square_create_vendor, square_get_vendor, square_update_vendor, square_search_vendors, square_batch_create_vendors, square_list_bank_accounts, square_get_bank_account, square_get_bank_account_by_location, square_list_payouts, square_get_payout, square_list_payout_entries
square_list_webhook_subscriptions, square_create_webhook_subscription, square_get_webhook_subscription, square_update_webhook_subscription, square_delete_webhook_subscription, square_test_webhook_subscription, square_list_webhook_event_types

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Common Use Cases

Daily sales reporting

Pull today’s payments and orders and summarize revenue by location or item

Invoice follow-ups

Search overdue invoices and send reminders for unpaid ones

Loyalty campaigns

Look up a customer’s loyalty balance and apply a points adjustment for a promotion

Appointment scheduling

Check availability and create a booking for a customer request

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Troubleshooting

Square requires a unique idempotency_key per write call to prevent duplicate charges — check shanone_get_tool_schema for square_create_payment and generate a fresh key per attempt, not per retry.
Square’s catalog uses a graph of typed objects (ITEM, ITEM_VARIATION, CATEGORY, etc.) with client-assigned temporary IDs for new objects — mismatched or reused temporary IDs are the most common cause of unexpected catalog state.
Availability search depends on the business booking profile and team member schedules being configured correctly in Square first — use square_retrieve_business_booking_profile to confirm bookings are enabled before assuming the tool is broken.
Disputes have a limited window and specific required states (e.g. evidence must be submitted before certain actions) — check square_get_dispute for the current state before acting on it.