How to connect Square to ChatGPT

1. 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. 2. Add a custom MCP server

   On ChatGPT web, open Plugins, select +, then Add custom MCP server.

3. 3. Paste your Metorial MCP URL

   Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>), choose OAuth and accept the risk notice.

4. 4. Create and install the plugin

   Select Create as a plugin, install it and sign in to load Square tools.

• Get Catalog Object: Retrieve a specific catalog object by its ID.
• Upsert Catalog Object: Create or fully replace a catalog object (item, variation, category, tax, discount, modifier list, etc.).
• Update Customer: Update an existing customer profile.
• Create Payment: Charge a token or saved card, or record cash or an external payment.
• Create Order: Create an OPEN or DRAFT order at a Square location.
• Get Inventory Counts: Retrieve current inventory counts, optionally filtered by item variations, locations, tracked states, or update time.
• Get Invoice: Get an invoice by ID, including its current version, payment schedule, recipient, status, and customer payment URL when published.
• Create Invoice: Create a draft invoice for an existing order.
• Delete Customer: Permanently delete a customer profile from the Square account.
• Adjust Inventory: Apply physical counts or inventory adjustments to item variations.
• Search Catalog: Search Square catalog items by text or category, or search catalog objects by type and advanced query.
• List Payments: List payments with documented date, location, card, amount, and offline filters.
• Search Orders: Search for orders across one or more locations.
• Get Customer: Retrieve full details of a specific customer profile by ID.
• List Invoices: List invoices at one location with status, version, recipient, payment requests, and public URL when available.
• And 37 more on the Square MCP server page.

• Type @ and pick the plugin. The selection applies to that message only, so @mention it again when a follow-up needs fresh Square data.
• For write actions, ChatGPT may ask you to confirm first, depending on the app permissions and the action.
• Once published for a workspace, ChatGPT keeps a snapshot of the tool list. When your team adds Square tools in Metorial, an admin refreshes the actions in Workspace settings before they appear.
• You can use several apps in one prompt, for example read Square data and then create a ticket in another app.

Add custom MCP server is missing

Workspace policy controls it. On Enterprise and Edu, an admin grants the permission to create plugins with MCPs; ask them to enable it for you.

The plugin exists but no tools appear

Creating the plugin is not enough: install it from your plugins, then start a new conversation so ChatGPT loads its tools.

ChatGPT answers without using the tools

Pick the plugin with @ in the composer and name the action you want, for example "use Metorial to look up the latest ticket".

Based on the ChatGPT MCP documentation.