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Square Up

Sync with your POS system with the Square tool for payment and transaction management.

Overview

Integrate Square with ScoutOS agents to access payment data, transaction history, and point-of-sale information. Agents can query sales data, check payment status, and provide insights into your Square business operations.

Prerequisites

  • Square account with API access
  • Square application credentials
  • Appropriate permissions for payment and transaction data
  • OAuth configured for your Square application

How to use this integration

  1. Go to the Integrations page in your Scout Dashboard
  2. Select Square and authenticate with your Square account
  3. Grant necessary permissions for transaction access
  4. Navigate to Agent Settings for your agent
  5. Click Add Tool and select Square actions (search payments, retrieve transactions, etc.)
  6. Your agent can now access Square data automatically

Use cases

  • Answer questions about recent transactions and sales
  • Generate sales reports and analytics
  • Check payment status for customer inquiries
  • Reconcile transactions and identify discrepancies
  • Provide real-time revenue insights