ceven

Square

Syncs every POS sale, online order, and invoice payment into your accounting software and automates customer loyalty rewards based on spend.

Try Square in Ceven

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Why use Ceven?

  1. AI native Square integration

    • Describe the outcome and Ceven picks the right Square calls, fills the parameters, and checks the result.
    • Structured, agent friendly tool schemas so each call runs reliably instead of by guesswork.
    • Rich coverage for reading, writing, and querying your Square data, across all 96 of its actions.

  2. Managed auth

    • Built in OAuth with automatic token refresh and rotation.
    • One place to manage, scope, and revoke Square access.
    • Per user and per environment credentials instead of shared keys.

  3. Agent optimized design

    • Actions are tuned from real success and error rates so reliability climbs over time.
    • Full execution logs so you always know what ran in Square, when, and on whose behalf.
    • The agent pauses and asks when Square is unclear instead of plowing ahead.

  4. Enterprise grade security

    • Fine grained access so you control which agents and people can reach Square.
    • Least privilege by default, read scopes first and only the writes a workflow needs.
    • A full audit trail of every Square action to support review and sign off.

Supported tools

Every action Ceven's agents can run on Square, and when to use it.

Create payment
Use this to charge a card on file or process a manual payment for a customer order.
Refund payment
Issue a full or partial refund for a specific transaction. Common for returns or billing errors.
Get customer
Pull the full profile for a customer including their email, phone, and total spend history.
Search customers
Find customers by name, email, or phone number to avoid creating duplicate profiles.
Create invoice
Generate a professional invoice and send it to a customer via email for later payment.
Update catalog item
Change the price, description, or SKU of an item across all sales channels.
List inventory
Pull current stock levels for all items to identify low stock alerts or out of stock products.
Create customer
Add a new person to the Square directory to track their purchase history and loyalty.
Get order
Pull the detailed line items and payment status for a specific order ID.
Search orders
Query orders by date range, status, or customer to find specific transaction records.
Update customer
Modify customer contact details or add custom notes to a profile.
Create catalog item
Add a new product or service to the Square catalog with pricing and category metadata.

12 actions · scroll to see them all

Frequently asked questions

Ceven uses OAuth 2.0 to connect to your Square account. When you initiate the connection, you are redirected to the Square login page where you grant specific permissions to Ceven. Square then provides a secure access token and a refresh token. We store these tokens using high grade encryption. This means Ceven never sees your Square password. You can revoke this access at any time through the App settings in your Square Dashboard. Once revoked, all active tokens are invalidated and the agent loses access to your data immediately.
Yes. Ceven can read and write inventory levels for specific location IDs. You can set up workflows that move stock between locations or alert you when a specific store falls below a certain threshold. The agent can query the catalog to see which locations carry a specific SKU and then update the quantities accordingly. This is useful for businesses that shift stock between a warehouse and a retail storefront to ensure the online store does not sell items that are physically gone from the shelf.
Ceven can fully automate the invoice lifecycle. The agent can create an invoice based on a trigger, such as a signed contract in your CRM, and send it directly to the customer. It also monitors for payment events. When a customer pays a Square invoice, Ceven can trigger a downstream action like marking a project as paid in your project management tool or sending a thank you email. This removes the need to manually check the Square dashboard for payment confirmations every morning.
Square enforces strict rate limits on its API endpoints to ensure stability. For example, some endpoints may limit you to a few hundred requests per minute. If a Ceven workflow attempts to update thousands of catalog items at once, Square may return a 429 Too Many Requests error. Ceven handles this by implementing exponential backoff and request queuing. This means the agent will automatically pause and retry the request after a short delay. You will not lose data, but very large bulk updates may take longer to complete than small changes.
Ceven can interact with the Square Customer and Loyalty APIs to reward your best shoppers. You can build a workflow that checks a customer total spend every month. If they cross a certain threshold, the agent can add a custom note to their profile or trigger an external email with a discount code. While the core loyalty point calculation happens within Square, Ceven acts as the orchestration layer that uses that data to trigger personalized marketing or special treatment for VIP customers.
Ceven acts as a pipeline rather than a permanent database for your Square information. We cache a limited amount of metadata to make the agent responsive and to provide context for your prompts, but we do not maintain a mirrored copy of your entire transaction history. Most data is pulled in real time from Square via API calls. If you delete a customer or an order in Square, that change is reflected the next time the agent queries the API, ensuring your source of truth remains with Square.
Yes, but this usually requires a human in the loop for safety. You can design a workflow where a customer requests a refund via a form, and Ceven gathers the order details from Square and presents a button to the manager. Once the manager clicks approve, Ceven calls the Square Refund API to return the funds to the original payment method. This ensures that no money leaves your account without a conscious decision while removing the manual steps of looking up the transaction ID and entering the refund amount.
Ceven interacts with the Square cloud backend rather than the physical hardware. This means that any transaction processed on a Square Terminal, Square Stand, or Square Register is immediately visible to Ceven via the API. You cannot use Ceven to trigger a physical action on the hardware, such as forcing a cash drawer to open, but you can use it to react to every single event that the hardware sends to the Square cloud, making it a powerful tool for backend automation.

Alternatives to Square

Other tools that solve a similar problem. Ceven supports these too, so you can switch or run more than one at once.

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Try Ceven on your stack

Plug Ceven on top of the tools you already run. Connect Square and the rest of your stack, describe the outcome, and its agents handle the work end to end, days of it in minutes.

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