Integration

Square integration

Commerce platform API for payments, inventory, and business management. Process payments, manage products and inventory, handle customers, and access business analytics. Essential for building point-of-sale integrations, e-commerce solutions, and business management tools.

Ask it in chat

Say what should happen.
The workflow builds itself.

When this happens, do that in Square.Built from the 16 Square tools below, on the connection you add once.

Common Square use cases

  • sales reports
  • accounts receivable
  • card payment
  • order history
  • payment receipt
  • product catalog
  • profile updates
  • customer billing
  • location details
  • product creation

What you can do with Square

Each of these is one operation on one endpoint, available both as a workflow step and as a tool an AI agent can call on its own. Nothing bundles several operations into one action, so what a run did stays readable afterwards.

Most endpoints run on the free plan. A few, mainly the ones that publish on your behalf, need a paid plan.

Customer, 4 operations

  • create_customerCreate customerPOSTCreates a Square customer profile. Store customer information for payments on file and loyalty programs.
  • get_customerGet customerGETRetrieves a Square customer by ID. Returns complete profile with contact info and preferences.
  • list_customersList customersGETLists Square customers with pagination and sorting. Returns customer profiles for CRM and marketing.
  • update_customerUpdate customerPUTUpdates a Square customer profile. Modify contact information and customer details.

Payment, 4 operations

  • cancel_paymentCancel paymentPOSTCancels a Square payment that hasn't been completed. Voids pending authorizations.
  • create_paymentCreate paymentPOSTCreates a Square payment. Process card payments with amount, source token, and optional customer linking.
  • get_paymentGet paymentGETRetrieves a specific Square payment by ID. Returns complete transaction details including amount, status, and card info.
  • list_paymentsList paymentsGETLists Square payments within a time range. Filter by location, card brand, amount, and date for transaction history and reporting.

Invoice, 2 operations

  • create_invoiceCreate invoicePOSTCreates a Square invoice from an order. Bill customers with payment terms and due dates.
  • list_invoicesList invoicesGETLists Square invoices for a location. Get invoice history for billing and accounts receivable.

Location, 2 operations

  • get_locationGet locationGETRetrieves a specific Square location by ID. Returns complete location details including address, capabilities, and settings.
  • list_locationsList locationsGETLists all Square locations (stores/businesses). Returns location IDs, names, addresses, and status for multi-location management.

Order, 2 operations

  • create_orderCreate orderPOSTCreates a Square order with line items. Build shopping cart orders for checkout and payment.
  • search_ordersSearch ordersPOSTSearches Square orders with filters. Query by state, date range, customer, and location for order management.

Catalog, 1 operation

  • list_catalogList catalogGETLists Square catalog items, categories, and variations. Get product inventory for menus and storefronts.

Catalog item, 1 operation

  • create_catalog_itemCreate catalog itemPOSTCreates a Square catalog item or category. Add products, services, and modifiers to the catalog.

Use Square from Claude Code, Cursor or Codex

Connect Square in LiveContext, create an API key in Settings, then add the LiveContext MCP server to your client. Its Square operations become tools the client can call, next to every other integration you connected.

Claude Code
claude mcp add --transport http livecontext https://livecontext.ai/mcp --header "X-API-Key: YOUR_API_KEY"
Codex (~/.codex/config.toml)
[mcp_servers.livecontext]
url = "https://livecontext.ai/mcp"

[mcp_servers.livecontext.http_headers]
"X-API-Key" = "YOUR_API_KEY"
Cursor, Claude Desktop and other JSON configs
{
  "mcpServers": {
    "livecontext": {
      "type": "http",
      "url": "https://livecontext.ai/mcp",
      "headers": {
        "X-API-Key": "YOUR_API_KEY"
      }
    }
  }
}

Set up the MCP server step by step

How to connect Square

  1. Create your workspace

    Sign up free. Nothing to install.

  2. Connect Square once

    Add your Square connection in Settings. Every tool from this integration reuses it, and secrets are encrypted at rest and visible only to you.

  3. Describe the job in chat

    The workflow builds itself in front of you and picks the endpoints it needs. Drag the steps yourself on the canvas whenever you would rather be explicit.

Square integration FAQ

What can you do with the Square integration?

LiveContext exposes 16 operations on Square, covering customer, payment, invoice and location. Common uses include sales reports, accounts receivable and card payment.

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