Square Integration

The Square integration allows you to access the complete Square API platform directly from meinGPT to process payments, manage customers, create orders, and monitor your inventory.

Overview

Square is a comprehensive platform for payment processing and business management. With the meinGPT integration, you can:

• Create and manage customers
• Process payments and transactions
• Create and track orders
• Manage and update inventory
• Analyze sales data
• Use natural language queries for business data

Setup

The Square integration uses OAuth authentication for secure access to your Square business data.

Activation Steps:

1. Activate Tool: Select the Square tool in your assistant
2. Authentication: You will be automatically redirected to Square
3. Sign in to Square: Sign in with your Square credentials
4. Grant Permissions: Authorize only the areas your application needs
5. Done: After successful authentication, you can use all Square functions

Important Notes

• Production Environment: The remote integration only accesses production resources
• Sandbox Testing: For testing, it's recommended to first use a local instance with sandbox environment
• Permissions: Only grant the minimally necessary OAuth scopes

Available Functions

Customer Management

Create Customers

Create new customers with complete profile data:

"Create a new Square customer: Maria Smith, maria@example.com, Phone: 0123-456789"
"Add a business customer: Company ABC Ltd with tax number"

Manage Customer Data

Update and search your customer database:

"Find all customers from Berlin"
"Update email address for customer 12345"
"Show me purchase history for Max Miller"

Payment Processing

Process Payments

Execute payment transactions:

"Process a card payment of 49.99 EUR for customer ABC123"
"Create a payment for order #5678"

Manage Transactions

Monitor your payment activities:

"Show all transactions from today"
"List payments over 100 EUR from this week"
"Find the transaction for invoice 2024-001"

Order Management

Create Orders

Create new orders with items:

"Create an order for 2x Product A and 3x Product B"
"New order for Table 5: 2 coffees, 1 cake"

Track Order Status

Manage the order process:

"Show all open orders"
"Update order #1234 to 'Shipped'"
"Which orders are ready for pickup?"

Inventory Management

Manage Stock

Monitor and update your inventory:

"Show current stock levels for all products"
"Update stock of product SKU-123 to 50 pieces"
"Which items have less than 10 pieces in stock?"

Manage Products

Create and edit your product catalog:

"Add a new product: Organic Coffee, 12.99 EUR"
"Change price of product XYZ to 19.99 EUR"
"Deactivate all seasonal items"

Application Examples

Retail

"Process a cash payment for the following items:
- 2x T-Shirt (29.99 EUR each)
- 1x Jeans (89.99 EUR)
- Customer: Walk-in"

Restaurant

"Create an order for Table 12:
- 2x Burger Classic
- 1x Veggie Bowl
- 3x Drinks
Status: In Preparation"

Services

"Create an invoice for consulting service:
- Customer: Tech Startup Ltd
- Service: 5 hours consulting
- Hourly rate: 150 EUR"

Inventory Analysis

"Generate a report:
- Top 10 best-selling products this week
- Items with low stock
- Average order value"

Benefits

• Complete API Access: Use all Square API functions
• OAuth Security: Secure authentication without token management
• AI Support: Natural language interaction with business data
• Cross-Platform: Work seamlessly across different devices
• Development Acceleration: Faster integration with AI assistance

Best Practices

1. Sandbox Testing: Test extensively in the sandbox environment
2. Minimal Permissions: Only grant necessary OAuth scopes
3. Error Handling: Plan for network errors and API limits
4. Data Backup: Regularly export important business data
5. Compliance: Observe PCI compliance for payment processing

Limitations

• Beta status means possible changes
• Remote server only for production data
• Rate limits according to Square API guidelines
• Certain advanced features may be restricted

Privacy and Security

• Authentication is secure via OAuth 2.0
• meinGPT doesn't store Square credentials
• All data is transmitted encrypted
• You can revoke the connection anytime in your Square settings
• Follow PCI-DSS standards for payment data

Integration with AI Assistants

The Square MCP Server works with various AI assistants:

• Claude.ai (Enterprise, Teams & Max)
• Claude Desktop
• Goose
• Cursor
• Windsurf

Additional Resources

• Square MCP Documentation
• Square API Reference
• GitHub Repository