Integrations/Square

Control what your AI agents do in Square.

Let your team build AI agents for Square. Bollard AI controls what each one can do, and moving money stays off by default.

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Square
Storefront Agent
Catalog Area of the accountOffReadFull use
Orders Area of the accountOffReadFull use
Payments Area of the accountOffReadFull use
Refund payments
What agents can do

Set what each agent can do in every area of your account.

Each area of Square, like catalog, orders, or customers, gets one of three levels: Off, Read, or Full use. Anything not allowed is denied, and refunds are a separate switch.

Off
No access
The agent can't open that area or see what's in it.
Read
Read-only
The agent can read records in that area, like orders or payments. It can't change anything.
Full use
Create and update
The agent can create and update records in that area, like editing your catalog or inventory.

Some actions stay off until explicitly turned on

Each one moves money or removes records for good, so it could override the limits set on individual areas.

Refunding paymentsTaking a new paymentPermanently deleting records
Set up & manage

Connect once. Manage everyone from there.

Connect once, then control access person by person. No new keys to hand out.

Step 1 · Set up

Connect once, company-wide

An admin connects your company's Square a single time. Bollard AI lays out the areas of your account, and anything you don't allow stays out of reach for every agent.

Step 2 · Manage

Control access per person and agent

From one dashboard, set what every person and their agents can reach. Change it any time, with no new keys for anyone.

OffNo access
ReadRead-only
Full useRead, create, and update records in a single area
Example

A storefront operations agent.

A storefront agent updates your catalog and inventory and can read your orders, but it can't refund a payment.

Catalog Area of the accountOffReadFull use
Orders Area of the accountOffReadFull use
Payments Area of the accountOffReadFull use

Manage access

ALLOWEDStorefront Agent updated an item in Catalog
ALLOWEDStorefront Agent read an order
BLOCKEDStorefront Agent tried to refund a payment, denied by default

Monitor activity

The security model

Top-tier security.

Bollard AI is access control for AI agents. It sits between your agents and Square, so they never hold your Square keys and never reach Square directly.

Everything runs through Bollard AI

Agents send their requests to Bollard AI, not to Square. Bollard AI checks each one against your rules and passes only the allowed requests through.

Denied by default

Every area starts off-limits, and refunding money is held back on top of that. An agent gets in only where you've allowed it, and anything Bollard AI doesn't recognise is refused and held for review, never waved through on a guess.

Your keys stay sealed

Your Square keys are sealed in a vault unique to your company and never shown again. Bollard AI unlocks them only for the instant an allowed request needs it.

Activity you can read

Every attempt is recorded in plain English: who or which agent, what they tried, which order or item, and the decision. The record is readable and can't be edited after the fact.

Questions

Square, answered.

Does connecting Square hand Bollard AI your whole account?+
Only the areas you allow. An admin connects your Square, and you decide which areas, like catalog or orders, each agent can reach. Bollard AI doesn't browse or copy your account. It sits in front of it and checks every request the agents make, passing or blocking each one.
Can an agent refund or take payments?+
Not unless you turn it on. Refunding and taking payments are held off by default, so an agent can manage your catalog and read orders without ever moving money, until you explicitly allow it.
Can an agent see more than the person who owns it?+
No. An agent reaches only what its owner reaches. An explicit Off always overrides an inherited permission.
Where do our Square keys live?+
Sealed in an encrypted vault, behind a key unique to your company. It's never shown again once connected, and Bollard AI unseals it only for the instant an allowed request needs it.
What happens when an agent tries something it's not allowed to do?+
Bollard AI blocks the request before it reaches Square, and the blocked attempt lands in the activity record with the reason.
How do we connect Square?+
An admin connects the company's Square once. Bollard AI seals the connection and lays out the areas of your account to set rules for. From then on, all management happens in the Bollard AI dashboard.
Early access

Put your team's agents to work in Square, without the risk.

We're onboarding our first development partners now. Tell us about your setup and we'll be in touch.

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