How to connect Square to Claude Code

  • Claude Code gets 52 Square tools through one Metorial MCP URL.
  • Setup is 3 steps; teammates then sign in with SSO.
  • You need the Claude Code CLI.

What Claude Code can do with Square

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

  • Ask Claude Code to use the list customers tool in Square
  • Ask Claude Code to use the get payment tool in Square
  • Ask Claude Code to use the refund payment tool in Square
  • Ask Claude Code to use the manage invoice tool in Square
  • Ask Claude Code to use the list locations tool in Square

Add the Square MCP server to Claude Code

Run these once. Afterwards, everyone you give access to signs in the same way.

  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 the server over HTTP

    Add --scope user to use it in every project.

    claude mcp add --transport http metorial <your-magic-mcp-url>
  3. 3. Sign in

    Run /mcp, select Metorial and sign in to load Square tools.

Give your team Square in Claude Code

Once Square is enabled in Metorial, teammates sign in with SSO and get the same connection in Claude Code, with only the tools their role allows.

One link covers every app you approve. See how the MCP gateway handles access, roles and audit logs for the whole company.

Square tools available in Claude Code

Full descriptions and inputs are on the Square MCP server page.

  • 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.

Using Square tools in Claude Code

What to expect once Square is connected.

  • Square tools appear as mcp__metorial__<tool>. Use that name in permission rules to allow or deny a tool.
  • Run /mcp to see whether Metorial is connected and to sign in again.
  • Claude Code warns when a tool result passes 10,000 tokens and caps it at 25,000 by default. Raise the cap with MAX_MCP_OUTPUT_TOKENS.
  • Pre-approve trusted Square tools with allow rules in your settings so Claude Code stops asking each time.

Troubleshooting Claude Code

claude mcp list shows "Needs authentication"
Run /mcp, select Metorial, and sign in. If sign-in keeps failing, choose Clear authentication in the same menu and sign in again.
A teammate sees "Pending approval"
Servers shared through a project .mcp.json need approval. Run claude in the project and approve Metorial when asked.
Large tool results are cut off
Claude Code limits MCP tool output to 25,000 tokens by default. Raise it with the MAX_MCP_OUTPUT_TOKENS environment variable.

Based on the Claude Code MCP documentation.

Frequently asked questions

Common questions about connecting Square to AI agents with Metorial.

  1. Does Claude Code support the Square MCP server?
    Yes. Claude Code connects to the Square MCP server through one CLI command, pointed at your Metorial URL. You need the Claude Code CLI.
  2. No. You sign in to Square once through Metorial, and Claude Code uses that connection. No API keys go into Claude Code's settings.
  3. All 52 Square tools your team allows, such as Get Catalog Object, Upsert Catalog Object, Update Customer. Admins can narrow that list per team.
  4. Yes. Role-based access control decides who can use Square and which of its tools appear in Claude Code, and every call is logged with the person's identity.
  5. Run /mcp, select Metorial, and sign in. If sign-in keeps failing, choose Clear authentication in the same menu and sign in again.

Connect Square to other AI clients

Connect other apps to Claude Code