> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/reference/plugins/integrations/payroll-spend-and-payments/square.md).

# Square

With this integration connected, you can use Filed **Chat** and **Routines** to retrieve information from Square and, when **Write** access is enabled, perform approved actions in Square. This integration to Filed is connected via our integration provider [Composio](https://composio.dev/)

## Connect Square

1. Name the connection for the merchant or business-location group.
2. Sign in with a user who can access the intended locations, payments, and customers.
3. Approve authorization and return to Filed for verification.
4. Verify the expected locations before enabling write access.

If locations are missing, confirm the Square user's permissions for those locations.

## Verify the connection

After the connection becomes **Active**, open a known item that the authorized account should be able to access. Confirm merchant and location permissions. For a new connection, test against a non-production or non-client-sensitive item before relying on it in a deadline-driven workflow.

## Manage permissions

Read access is always enabled. Turn off **Write** in the connection settings to prevent Filed from creating or modifying Square data while keeping the connection available for read-only workflows. Re-enable it only after the firm approves the change.

## Troubleshooting

**The authorization screen will not complete.** Sign out of the wrong provider account, restart the connection, and use the firm-managed account that has merchant and location permissions.

**The connection is active but data is missing.** The provider only exposes content available to the authorized user. Review merchant and location permissions, then reconnect if the account or environment was wrong.

**The connection is pending or failed.** Open the connection in Filed, correct the provider-side issue, and select **Reconnect**. Do not create duplicate connections to work around a permissions problem.

## Using this integration with Filed Chat and Routines

Use **Chat** for one-off questions and guided work on a client, such as finding Square information, summarizing it, or preparing an approved next step. Use **Routines** to automate repeatable work with Square data on a schedule or in response to a trigger.

Both experiences respect the connection's access: they can only use data the authorized account can reach, and they can only perform changes when **Write** is enabled. Review changes in the connected application before you finalize them.

## Example prompts

Use these as starting points and replace the bracketed details with the client, date range, folder, record, or task you need. Filed will only run write actions when this connection's **Write** access is enabled.

* “Summarize the Square information for \[client name] for \[date range].”
* “Find items in Square that need review before \[deadline].”
* “With write access enabled, prepare the approved Square update and show the proposed changes first.”

## Capabilities

### Review financial operations information

Use Filed to retrieve the payroll, spend, payment, or billing information available to the connected account. This helps with review, reconciliation, and deadline-driven operational work.

### Prepare approved financial operations changes

When **Write** access is enabled, Filed can support provider actions that your firm has approved. Review the proposed change carefully before allowing it to affect live financial records.

### Separate reporting from action

Use read-only access for reporting and analysis. Enable Write only for a dedicated connection whose owner and scope are appropriate for production financial activity.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.filed.com/reference/plugins/integrations/payroll-spend-and-payments/square.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.