sales-square-online
Square Online Platform Help
Square Online is the online store inside the Square ecosystem — a free-to-start storefront that shares one catalog, inventory, customer directory, and order book with Square POS. You don't automate the site builder (that's UI-only); you automate the commerce layer with the standard Square APIs (Catalog, Orders, Inventory, Payments/Checkout) plus webhooks, OAuth, and the official Square MCP server. This skill covers that integration surface and the pain points — POS↔online inventory sync, processing-fee math, plan gates — that trip people up.
Step 1 — Gather context
If references/learnings.md exists, read it first for accumulated platform knowledge.
Ask only what you need (skip if the prompt already says):
- What's the goal? (a) automate/integrate via the API or webhooks, (b) fix an inventory/POS-sync or store problem, (c) pick a Square Online plan or weigh fees vs upgrading, (d) compare Square Online vs another store builder, (e) set up the Square MCP server.
- Build context — automating your own account (personal access token) or a multi-merchant app (OAuth)? Which objects matter — catalog items, orders, inventory counts, customers, payments?
- Sandbox or production? Square has a full sandbox at
connect.squareupsandbox.com.
Skip-ahead rule: if the user's prompt already contains enough context, go straight to Step 2.
Step 2 — Route or answer directly
Map the request to the right home. When routing, give the exact command.