# Square AI agent for Slack & Microsoft Teams

Viktor is an AI employee that connects to Square through a managed connector and helps you process payments and reconcile transactions, running 4 Square actions for you like Get type info, Get service info, and Make api request. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Square and reports back. Setup takes about two minutes.

- Tool: Square
- Category: E-Commerce
- Connection: Managed connector
- Actions available: 4
- Works from: Slack and Microsoft Teams
- Page: https://viktor.com/integrations/square-2

## What can you ask Viktor to do in Square?

- "Pull yesterday's transactions from Square and flag anything unusual."
- "Find the failed payments in Square and draft reminder emails to those customers."
- "Watch Square for a failed payment and alert me with the customer context."
- "Summarize this week's revenue from Square for the Monday standup."

## What can Viktor do in Square? (4 actions)

- **Get workflow info** - Get task-level Square API guidance for a seller workflow before selecting individual services and methods. Omit workflow to list available workflows. If no workflow matches the seller request, do not stop; continue with getserviceinfo, gettypeinfo, and makeapirequest for the appropriate Square API service.
- **Get service info** - Call this before gettypeinfo or makeapirequest to discover methods and agenthints for a Square API service. For seller workflow questions, call getworkflowinfo first when a matching workflow exists.
- **Get type info** - Get type information for a Square API method. Use this after getworkflowinfo or getserviceinfo and before calling makeapirequest. For Reporting API load queries, pass reporting.entities to include compact view/cube member hints.
- **Make api request** - Unified tool for all Square API operations. For seller workflow questions, call getworkflowinfo first when a matching workflow exists, then gettypeinfo before makeapirequest. Safety: do not execute create, update, publish, cancel, delete, payment, refund, inventory adjustment, or other write-like methods unless the seller explicitly confirmed the exact action after seeing a draft or preview in the current conversation; an initial request like "send/create/update this" is not enough confirmation by itself. If confirmation is absent, return a draft or preview instead of calling the write method. Available services.

## How does Viktor work with Square?

1. Add Viktor to Slack or Microsoft Teams.
2. Connect Square through a managed connector - Viktor handles authentication.
3. Ask in plain English. Viktor runs the Square actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval.

## What is a Square AI agent?

A Square AI agent is an AI that connects to your Square account and completes work in it - it doesn't just answer questions about Square, it takes the actions. Viktor is that agent: an AI employee that works in Square on your behalf and delivers the finished result in Slack or Microsoft Teams.

Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Square actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs.

### About Square

Square provides payment processing, POS systems, invoicing, and e-commerce tools, enabling sellers to accept card payments and manage their business

## Security and permissions

- Managed connector authorization - Viktor never sees your password, and you can revoke access at any time.
- Review-first approvals: sensitive Square actions wait for your sign-off before they run.
- Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models.
- SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.

## FAQ

### Does Viktor integrate with Square?

Yes. Square is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Square from Slack or Microsoft Teams - no workflow builder, no code.

### How do I connect Square to Viktor?

Ask Viktor in Slack or Microsoft Teams to connect Square. Viktor walks you through authorizing the connection, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time.

### What can Viktor do in Square?

Viktor can run 4 Square actions, including Get type info, Get service info, and Make api request - and chain them with other tools in a single request. In practice that means Viktor helps you process payments and reconcile transactions. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done.

### Do I need to build workflows to automate Square?

No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Square actions to take, runs them, and reports back.

### Is my Square data secure with Viktor?

Yes. Viktor connects to Square through a managed connector, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.

### How much does the Square integration cost?

Nothing extra - every integration, including Square, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month.

### Can Viktor use Square together with my other tools?

Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Square, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams.

## Viktor uses Square together with

- [Slack](https://viktor.com/integrations/slack)
- [Gmail](https://viktor.com/integrations/gmail)
- [Google Sheets](https://viktor.com/integrations/google-sheets)
- [HubSpot](https://viktor.com/integrations/hubspot)
- [Notion](https://viktor.com/integrations/notion)
- [Salesforce](https://viktor.com/integrations/salesforce)

## More E-Commerce integrations

- [SureCart](https://viktor.com/integrations/surecart)
- [Google BigQuery](https://viktor.com/integrations/google-bigquery)
- [DataForSEO](https://viktor.com/integrations/dataforseo)
- [Shopify (OAuth)](https://viktor.com/integrations/shopify-oauth)
- [Facebook](https://viktor.com/integrations/facebook)
- [Twilio SendGrid](https://viktor.com/integrations/twilio-sendgrid)
- [Planview Leankit](https://viktor.com/integrations/planview-leankit)
- [Postmark](https://viktor.com/integrations/postmark)

## Get started

Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.
