Connect Square to AI agents

Connect Square to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

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 update a catalog object (item, variation, category, tax, discount, modifier list, etc.). Use a temporary ID starting with '#' for new objects. For updates, provide the existing object ID and current version.

update_customer

Update Customer

Update an existing customer profile. Only provided fields will be updated; omitted fields remain unchanged.

create_payment

Create Payment

Create a new payment using a payment source (nonce, card on file, etc.). Supports setting amount, tip, customer, location, and delayed capture.

create_order

Create Order

Create a new order at a Square location. Supports line items, taxes, discounts, fulfillments, and customer association. Orders start in OPEN state.

get_inventory

Get Inventory Counts

Retrieve inventory counts for one or more catalog item variations. Can look up counts for a single item variation or batch retrieve counts for multiple items across locations.

get_invoice

Get Invoice

Retrieve full details of a specific invoice by its ID, including payment requests, recipients, and accepted payment methods.

create_invoice

Create Invoice

Create a new draft invoice for an existing order. The invoice must be published separately before it can be sent 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

Make inventory changes such as adjustments, physical counts, or transfers. Supports batch operations for multiple catalog items and locations simultaneously.

search_catalog

Search Catalog

Search the Square catalog for items, variations, categories, taxes, discounts, and other catalog objects. Supports text search, category filtering, and object type filtering.

list_payments

List Payments

Retrieve a list of payments taken by the Square account. Supports filtering by time range, location, and pagination. Returns payment details including amounts, status, and source type.

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

Retrieve a list of invoices for a specific location. Returns invoice summaries including status, amounts, and recipients.

list_customers

List Customers

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

get_payment

Get Payment

Retrieve full details of a specific payment by its ID. Returns comprehensive payment information including amount, status, card details, and receipt URL.

refund_payment

Refund Payment

Issue a full or partial refund for a Square payment. Specify the payment ID and the amount to refund. Optionally provide a reason for the refund.

manage_invoice

Manage Invoice

Publish, cancel, or delete an invoice. Publishing sends the invoice to the customer. Canceling stops a published invoice. Deleting permanently removes a draft invoice.

list_locations

List Locations

Retrieve all business locations associated with the Square account. Returns location names, addresses, statuses, and capabilities. Useful for obtaining location IDs needed by other tools.

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

Complete or cancel an existing payment. Use "complete" to capture a previously authorized (delayed) payment, or "cancel" to void it.

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 details for a single Square business location. Use "main" as the location ID to retrieve the main location.

get_refund

Get Refund

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

update_invoice

Update Invoice

Update a Square invoice using sparse invoice fields and the current invoice version. Some fields, including order_id and location_id, cannot be changed by Square.

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 profile by merchant ID.

update_order

Update Order

Update an open Square order using sparse order fields and the current order version. Use fieldsToClear to clear supported dot-notation fields.

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 Square invoices for a location, optionally narrowed to one customer. Square currently supports one location and optionally one customer in the invoice search filter.

More integrations teams use with Square

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. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.

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. Subscribe to real-time change events via Change Data Capture and Platform Events. 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.

Attio

Manage a customizable CRM workspace including records, lists, notes, tasks, and comments. Create, read, update, delete, and search records across standard and custom objects (people, companies, deals). Upsert records using unique attributes to avoid duplicates. Organize records into lists (e.g., sales pipelines) and manage list entries. Create and manage notes attached to records, assign and complete tasks, and handle threaded comments. Configure the data model by defining custom objects and attributes. Access workspace member information, meeting data, and call recording transcripts. Subscribe to real-time webhook events for records, lists, notes, tasks, comments, and more.

Dataforseo

Retrieve practical DataForSEO API v3 data for SEO, SEM, ecommerce, business listings, Google Play apps, content analysis, and AI optimization. Supports Google/Bing/Yahoo/YouTube organic SERP live search, Google Ads keyword metrics, DataForSEO Labs keyword and domain intelligence, backlinks, OnPage audits and results, domain analytics, Google Shopping and Amazon Merchant tasks, Business Listings and Google Reviews, Google Play App Data tasks, and AI keyword, LLM mentions, and live LLM response benchmarking.

Item

Manage people, companies, and custom objects in item. Query shared views, inspect schema, batch upsert records, list users, and trigger webhook-based skills.

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.

Connect Square to production AI agents

See how Metorial gives Square access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Square to AI agents with Metorial.

  1. Can Metorial connect Square to AI agents?
    Yes. Metorial connects AI agents to Square through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.