# Square MCP

> Square MCP connects your business operations to any AI agent. Manage everything from daily cash flow and order fulfillment to inventory counts and customer profiles using natural conversation. Quickly check stock levels, look up payment details, or find out who your best customers are—all without clicking through dashboards.

## Overview
- **Category:** money-moves
- **Price:** Free
- **Tags:** point-of-sale, transaction-tracking, inventory-management, crm, refund-processing, business-analytics

## Description

Running a physical store means juggling dozens of systems: the POS, the accounting software, the payroll portal, and the warehouse tracking sheet. This MCP puts all that data under one roof. Your agent can talk directly to Square's core functions. Need to know how much money you took in today? You just ask. Want to check if you have enough T-shirts for next weekend’s sale? Same deal. It pulls live numbers on inventory and tracks your sales history, so you don't waste time manually logging into separate tools. When you connect this MCP via Vinkius, your AI client acts as the single point of access, giving you a complete view of payments, orders, customers, and team members—all through simple conversation.

## Tools

### list_team
Lists all active staff members associated with the business account.

### get_payment
Retrieves detailed information about a specific payment transaction.

### list_orders
Provides a list of all completed sales orders, including line item details and fulfillment status.

### list_payments
Fetches recent payment summaries to quickly calculate daily cash flow and total revenue taken in.

### list_catalog
Shows a list of all items available for sale, including names and current pricing structure.

### get_catalog_item
Retrieves detailed information about one specific product from the catalog.

### search_customers
Returns comprehensive customer profiles, including visit history, total lifetime spend, and notes.

### get_customer
Retrieves the full profile details for a single known customer account.

### list_locations
Lists all business sites or physical locations tied to the Square account.

### list_inventory
Provides current stock counts and levels for multiple products across various locations.

## Prompt Examples

**Prompt:** 
```
Show me today's payments and total tips collected
```

**Response:** 
```
🟦 **Today's Payments — Oct 18**

💰 **Total**: $4,230 (67 transactions)
💳 **Card**: $3,890 | 💵 **Cash**: $340
💝 **Tips**: $487 (11.5% avg)

📊 **Breakdown**: Dine-in 72% | Takeout 18% | Delivery 10%
```

**Prompt:** 
```
What is the current stock level for medium T-shirts downtown?
```

**Response:** 
```
📦 **Inventory Check: Downtown Location**

Item: Logo T-Shirt (Medium)
Current Quantity: **14 units**
Status: Low stock alert (minimum threshold is 15)
```

**Prompt:** 
```
Show me a list of my top 5 customers by total spend.
```

**Response:** 
```
🏆 **Top 5 Customers by Lifetime Spend**

1. Elena Rodriguez — $4,250 (32 visits)
2. Marcus Chen — $3,890 (24 visits)
3. Sarah Jenkins — $3,100 (15 visits)
4. David Smith — $2,750 (18 visits)
5. Liam O'Connor — $2,420 (12 visits)
```

## Capabilities

### Check sales performance
Pull detailed reports on transactions, including total sales, tips collected, and specific payment methods used.

### Track stock levels across locations
List current inventory counts for specific items or check low-stock alerts at multiple store sites.

### Manage customer records
Search for a profile to view visit history, total spending amount, and loyalty points accrued by any customer.

### Review sales orders
Browse core sales data to see fulfillment details, line item breakdowns, discounts applied, and order status.

### View team information
List all active staff members, including their roles within the business.

## Use Cases

### Checking end-of-day revenue
A store manager needs to quickly know if the day hit its sales target. Instead of pulling up multiple reports, they ask their agent to list payments and get a summary showing total cash versus card transactions for immediate verification.

### Restocking a popular item
An operations lead sees that 'Logo T-Shirt' is running low. They use the inventory tools to check stock levels across all locations and determine exactly how many units need to be reordered before sales drop.

### Targeting loyal customers
A marketing coordinator wants to run a special promotion for top spenders. They ask their agent to search customers by total lifetime spend, immediately providing a list of names and spending totals to target.

### Verifying large orders
An employee needs confirmation that an order was processed correctly last week. They use the list_orders tool to check fulfillment details, ensuring all line items were included and discounts were applied properly.

## Benefits

- Stop guessing about cash flow. Instead of logging into reports to calculate total tips or card processing fees, you simply ask your agent to list recent payments for a clear financial snapshot.
- Never run out of stock again. Use the inventory tools to check current stock levels across all locations instantly, giving you real-time alerts if item counts dip below the safety threshold.
- Build better customer relationships by having deep CRM data on hand. Search customers profiles reveal total spend and visit history, helping you tailor marketing efforts immediately.
- Streamline daily reporting. By getting a list of orders directly through your agent, you bypass navigating multiple sales tabs just to check if an item was discounted or fulfilled correctly.
- Understand your entire business structure. You can use the location tools to view all registered sites and the team tools to manage roles for every employee across those locations.

## How It Works

The bottom line is you get live business data answers without ever needing to know API calls or database structures.

1. Tell your AI client what data you need; for example, 'What was my total revenue yesterday?'
2. The agent uses this MCP to make specific calls against Square's backend systems (like the payment or order tools).
3. Your AI client receives structured, real-time data and presents it back as a natural, conversational answer.

## Frequently Asked Questions

**Can I use Square MCP to find out how many T-shirts are left?**
Yes, you can. Use the list_inventory tool to get current stock counts for specific products or check multiple locations at once.

**What kind of payment data does Square MCP provide?**
It provides detailed transaction summaries. You can use the list_payments tool to see recent payments, and the get_payment tool for specifics on any single sale or refund.

**Does Square MCP help with customer loyalty tracking?**
Absolutely. The search_customers tool pulls comprehensive data that includes visit history, total spending amount, and any associated loyalty points.

**Is Square MCP only for physical stores?**
No, it handles multiple business locations. You can use list_locations to see all registered sites connected to your account, making multi-store management easy.

**How do I check employee roles with the Square MCP?**
You just call the list_team tool. It provides a roster of team members and details their assigned roles within the company.