# Square AI employee Viktor works in Square for you. Ask in Slack or Microsoft Teams. Viktor is an AI employee that connects to Square and helps you process payments and reconcile transactions, running 5 Square actions for you like Get type info, Get service info, and Make api request. Ask in plain English from your workspace; Viktor does the work in Square and reports back. Viktor connects through Square's official hosted MCP server, signed in with Square OAuth. - Tool: Square - Category: Finance & Payments - Connection: Square's official hosted MCP server, signed in with Square OAuth - Actions available: 5 - Currently available in: Slack, Microsoft Teams, and Discord - Page: https://viktor.com/integrations/square ## What can your AI employee do in Square? Viktor, the AI employee, connects to Square with one click through Square's official integration, which gives him the full Square API. He can read payments, orders, customers, catalog items and inventory, and create or update them when you ask. Refunds and price changes wait for your approval. ### What teams use Viktor for in Square - Every evening he posts the day's sales by location and item, with the top sellers and anything that sold out. - Each week he lists customers who have not come back in 60 days and drafts a win back offer for you to send. - When stock runs low on a catalog item, he flags it in Slack with the last 30 days of sales so you can reorder the right amount. ### About Square Process payments and manage business operations ### How a run works 1. **You ask in your workspace** - Describe what you need in plain English 2. **Viktor picks the actions** - Selects from 5 Square actions, chains them together 3. **Runs in Square** - Helps you process payments and reconcile transactions - your real data. 4. **Reports back** - Delivers the finished result to your workspace ## Use Square from Slack and Microsoft Teams Message Viktor in a Slack channel, a Microsoft Teams chat or a direct message. He opens Square, does the work and posts the result in the same thread, so nobody has to switch tabs. He can also run Square work on a schedule, like a weekly Square summary posted to your team's channel. Anything sensitive waits for your approval before it runs. ## Security and permissions - Square OAuth - you sign in on Square's own consent screen and Viktor connects through Square's official hosted MCP server. 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. - Viktor is not affiliated with or endorsed by Square. ## 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." ## How does Viktor work with Square? 1. Open Viktor in a supported workspace. 2. Connect Square through Square's official hosted MCP server, signed in with Square OAuth - Viktor never sees your password. 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 can Viktor do in Square? (5 actions) - **Get service info** - Call this before gettypeinfo and the API tools to discover the methods of a Square API service. Run lookups through makeapirequestread and only write methods through makeapirequest. - **Get type info** - Get type information for a Square API method. Use this after getserviceinfo and before calling makeapirequestread for lookups or makeapirequest for writes. For Reporting API load queries, pass reporting.entities to include compact view/cube member hints. - **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 makeapirequestread for lookups or makeapirequest for writes on the appropriate Square API service. - **Make api request** - Unified tool for all Square API operations. For lookups (get, list, search, retrieve, batch-retrieve, calculate, Reporting load) call makeapirequestread instead; use this tool for methods that create or change seller data. Call getserviceinfo to pick a method and gettypeinfo to see its request shape 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. - **Make api request read** - Read-only Square API tool for any lookup: get, list, search, retrieve, batch-retrieve, calculate, and Reporting load. Prefer it over makeapirequest whenever the seller only needs to look something up. Same service, method, and request inputs as makeapirequest. It refuses write methods (create, update, delete, publish, cancel, pay, refund, inventory changes) and returns an error pointing at makeapirequest. Call getserviceinfo to pick a method and gettypeinfo to see its request shape before makeapirequestread. Available services. ## 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 Finance & Payments integrations - [Stripe](https://viktor.com/integrations/stripe) - [QuickBooks Sandbox](https://viktor.com/integrations/quickbooks-sandbox) - [Bitget](https://viktor.com/integrations/bitget) - [Xero](https://viktor.com/integrations/xero) - [Xero Accounting](https://viktor.com/integrations/xero-accounting) - [Baremetrics](https://viktor.com/integrations/baremetrics) - [QuickBooks](https://viktor.com/integrations/quickbooks) - [Paystack](https://viktor.com/integrations/paystack) ## FAQ ### Does Viktor integrate with Square? Yes. Square is one of the 9,800+ tools Viktor connects to, through Square's official hosted MCP server, signed in with Square OAuth. Once connected, anyone on your team can put Viktor to work in Square from their workspace - no workflow builder, no code. ### How do I connect Square to Viktor? Ask Viktor in your workspace to connect Square, then sign in on Square's own OAuth consent screen and approve access. Viktor connects through Square's official hosted MCP server, never sees your password, and you can revoke access at any time. Setup takes about two minutes. ### What can Viktor do in Square? Viktor can run 5 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 for Square? No. Viktor isn't a workflow builder - there are no triggers to map and nothing to maintain. You ask for the outcome in plain English in your workspace, 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 Square's official hosted MCP server, signed in with Square OAuth, 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; the Team plan is $100 a month. ### Can Viktor use Square together with my other tools? Yes - that's the point. Viktor connects to 9,800+ tools and works across them in a single run: he can pull data from Square, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in your workspace. ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 9,800+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.