Square MCP server

Connect Square to Claude, ChatGPT, Cursor, Claude Code, Codex, Gemini, GitHub Copilot and any other MCP client, for your whole team. Metorial adds security, governance, and tracing, and gives everyone one Magic MCP URL to connect.

What you can do with the Square MCP server

Ask your agent in plain language. Each of these maps to a real tool on the server.

  • Use the get catalog object tool in Square
  • Use the upsert catalog object tool in Square
  • Use the update customer tool in Square
  • Use the create payment tool in Square
  • Use the create order tool in Square
  • Use the get inventory counts tool in Square

Supported Tools

get_catalog_object

Get Catalog Object

Retrieve a specific catalog object by its ID. Returns full object data including related objects (e.g., item variations, modifier lists) when requested.

upsert_catalog_object

Upsert Catalog Object

Create or fully replace a catalog object (item, variation, category, tax, discount, modifier list, etc.). Omitted fields and nested children are cleared on update. Use a temporary ID starting with '#' for new objects.

update_customer

Update Customer

Update an existing customer profile. Omitted fields remain unchanged; use null to clear a field or an address component.

create_payment

Create Payment

Charge a token or saved card, or record cash or an external payment. Use autocomplete=false for delayed capture.

create_order

Create Order

Create an OPEN or DRAFT order at a Square location. Use DRAFT for subscription order templates. Supports line items, taxes, discounts, service charges, fulfillments, and customer association. Discover locations with list_locations.

get_inventory

Get Inventory Counts

Retrieve current inventory counts, optionally filtered by item variations, locations, tracked states, or update time. Use search_catalog for variation IDs and list_locations for location IDs.

get_invoice

Get Invoice

Get an invoice by ID, including its current version, payment schedule, recipient, status, and customer payment URL when published.

create_invoice

Create Invoice

Create a draft invoice for an existing order. A payment schedule is required; publish separately to make the invoice available to the customer.

delete_customer

Delete Customer

Permanently delete a customer profile from the Square account. This action cannot be undone.

adjust_inventory

Adjust Inventory

Apply physical counts or inventory adjustments to item variations. Use ADJUSTMENT with different source and destination locations to move stock between locations.

search_catalog

Search Catalog

Search Square catalog items by text or category, or search catalog objects by type and advanced query. Choose one search mode; item and object filters cannot be combined.

list_payments

List Payments

List payments with documented date, location, card, amount, and offline filters. New payments can take several seconds to appear.

search_orders

Search Orders

Search for orders across one or more locations. Supports filtering by date range, fulfillment state, customer, and other criteria. Use this to find and list orders.

get_customer

Get Customer

Retrieve full details of a specific customer profile by ID. Returns contact information, address, notes, preferences, and group memberships.

list_invoices

List Invoices

List invoices at one location with status, version, recipient, payment requests, and public URL when available.

list_customers

List Customers

Retrieve a list of customer profiles. Supports pagination and sorting by creation date or default order.

get_payment

Get Payment

Get a payment by ID, including current status, version token, refund IDs, card or cash details, and receipt URL.

refund_payment

Refund Payment

Issue a full or partial refund of a completed Square payment. A payment can have no more than 20 refunds.

manage_invoice

Manage Invoice

Publish a draft invoice, cancel a published invoice, or delete a draft. Publishing can email the customer or charge a saved card based on settings. Deleting a draft cancels its order.

list_locations

List Locations

List Square business locations. Use locationId in payments, orders, invoices, inventory, subscriptions, and payout tools; check status and capabilities before choosing a location.

delete_catalog_object

Delete Catalog Object

Delete a catalog object by its ID. Deleting an item also deletes its variations. Deleted objects can still be referenced by existing orders.

manage_payment

Manage Payment

Capture or void an approved payment, update its amount or tip, or void an uncertain create request using its idempotency key.

create_customer

Create Customer

Create a new customer profile. Provide at least one of: given name, family name, company name, email address, or phone number.

get_order

Get Order

Retrieve full details of a specific order by its ID. Returns line items, taxes, discounts, fulfillments, tenders, and all order metadata.

get_location

Get Location

Retrieve a Square business location and its currency, status, and capabilities. Call list_locations to discover location IDs; use "main" for the main location.

get_refund

Get Refund

Retrieve full details for a Square payment refund by refund ID.

update_invoice

Update Invoice

Update sparse invoice fields using the current version. Updating a published invoice can notify its customer. Use null or payment-request remove markers to clear supported values.

pay_order

Pay Order

Mark a Square order as paid using approved delayed-capture payment IDs, or settle a zero-total order with an empty paymentIds array.

list_refunds

List Refunds

Retrieve Square payment refunds with pagination and filters for created time, updated time, location, status, and source type.

get_merchant

Get Merchant

Retrieve the authenticated Square merchant profile or a specific merchant by ID. Returns merchantId, currency, country, and mainLocationId for downstream tools.

update_order

Update Order

Update an OPEN or DRAFT order using sparse fields and its current version, or set state to CANCELED to cancel an uninvoiced order. Invoice-linked orders must be canceled through manage_invoice. Array entries match by uid.

search_customers

Search Customers

Search Square customer profiles using common filters or an advanced Square customer query object. Newly created or updated customers can take time to appear in search results.

search_invoices

Search Invoices

Search invoices at exactly one location and optionally one customer. Choose either convenience fields or query fields for each filter.

create_card

Create Card

Save a tokenized card for a Square customer. Use a one-time card token or recent payment ID; call list_customers to discover the customer ID.

list_cards

List Cards

List saved cards, optionally filtered by customer or reference ID. Square returns up to 25 cards per page.

get_card

Get Card

Retrieve a saved card by ID, including customer association and enabled state.

create_subscription

Create Subscription

Enroll a customer in a catalog subscription plan variation. A saved card charges automatically; without one, Square emails an invoice.

disable_card

Disable Card

Disable a saved card, preventing future charges. Disabling an already disabled card has no effect.

cancel_subscription

Cancel Subscription

Schedule cancellation at the end of the active billing period. The subscription can remain ACTIVE until its canceled date.

list_payouts

List Payouts

List payouts and their settlement amounts, status, destination, and reconciliation identifiers. Without a location ID, Square uses the default location.

list_payout_entries

List Payout Entries

List the transactions and adjustments that make up a batch payout. Each entry includes gross, fee, and net amounts with available payment, refund, or dispute IDs.

get_subscription

Get Subscription

Retrieve the current subscription, billing dates, card, invoices, and optional scheduled actions.

update_subscription

Update Subscription

Update selected subscription fields. Omitted fields are unchanged; null clears a supported value. Supply the current version from get_subscription.

get_payout

Get Payout

Retrieve one payout and its settlement status, amount, destination, and reconciliation ID.

get_dispute

Get Dispute

Retrieve the state, disputed payment, amount, reason, and response deadline for one dispute.

search_subscriptions

Search Subscriptions

Search subscriptions by location or customer, including their billing and cancellation state.

list_disputes

List Disputes

List payment disputes, including the disputed payment, amount, state, and response deadline.

Connect Square to your AI client

Every client uses the same Magic MCP URL, and so does any other MCP client. Add it once and sign in with SSO.

  1. Enable Square in Metorial. In your Metorial portal, enable the Square MCP server and sign in with the account that owns the data. Access stays governed by your team policies.
  2. Add a custom connector. Open Customize, then Connectors. Select Add, then Custom, then Web.
  3. Paste your Metorial MCP URL. Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>) and continue.
  4. Sign in. Select Add and sign in to load Square tools.

Run Square through the Metorial gateway

One governed layer for every app your agents reach, not a separate connector per tool.

  • Give Square and every other app to your whole team through one MCP gateway, behind your SSO.
  • Scope which teams and agents can use Square tools with role-based access control, and trace every call.
  • Prefer to run it yourself? Metorial is open source and self-hostable.

More integrations teams use with Square

Salesforce

Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.

Apolloio

Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.

Hubspot

Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings.

Calendly

List, retrieve, and cancel scheduled events. Book meetings programmatically on behalf of invitees using available time slots. Retrieve event types and their configurations. Query user availability, available time slots, busy times, and availability schedules. Create single-use scheduling links with optional overrides. List and manage invitees, mark no-shows, and access custom question responses and UTM tracking data. Manage organization memberships, invite or remove users. Retrieve routing form configurations and submissions. Subscribe to webhooks for new bookings, cancellations, and routing form submissions.

Linkedin

Authenticate LinkedIn members with OpenID Connect, fetch the authenticated member profile, and create self-serve LinkedIn shares with text, article links, and uploaded images. Organization and Community Management workflows should move to a separate slate because LinkedIn restricts combining those products in one app.

Mailchimp

Manage email marketing audiences, campaigns, and automations. Create, send, schedule, and track email campaigns with detailed reporting on opens, clicks, and bounces. Add, update, and organize audience contacts with tags, segments, and interest groups. Set up and manage automation workflows triggered by subscriber activity or events. Connect e-commerce stores to manage customers, products, orders, and carts. Create and manage reusable email templates and landing pages. Upload and organize files for use in campaigns. Send transactional emails via the Mandrill API. Post custom events to trigger targeted automations. Configure webhooks to track subscribe, unsubscribe, profile updates, and email delivery events.

Technical notes for Square

Process payments, manage orders, and handle invoices for online, in-app, and in-person commerce. Create and manage customer profiles, catalog items, inventory counts, and locations. Issue refunds, manage disputes, and track payouts. Create bookings and appointments, manage team members and timecards, handle gift cards and loyalty programs, and manage subscriptions. Save cards on file, generate checkout links, connect and control Square Terminal devices, and manage vendor/supplier information. Extend Square objects with custom attributes. Receive webhook notifications for payments, orders, customers, inventory, invoices, bookings, disputes, team changes, and more.

Frequently asked questions

Common questions about connecting Square to AI agents with Metorial.

  1. How many tools does the Square MCP server have?
    The Square MCP server exposes 52 tools, including Get Catalog Object, Upsert Catalog Object, Update Customer. Each one is governed and traced through Metorial.
  2. Yes. Square has 11 triggers you can use to start workflows from Square events.
  3. Any MCP client, including VS Code, Windsurf, Zed, OpenCode and Grok. Each one reaches the Square MCP server through the same Metorial URL.
  4. Use role-based access control to decide which teams, users, and agents can use Square and which of its tools they can call.
  5. Yes. Metorial is open source, so you can run the Square MCP server yourself or use the hosted gateway.

Connect Square to production AI agents

See how Metorial gives your team governed access to Square, with tracing and security controls built in.