Square MCP integration
Finds customers and their payments, reads orders and invoices, gathers and submits dispute evidence, and maintains customer groups and attributes.
96actions available
Three actions you can hand over today
Every action runs live through MCP. Nothing to build, nothing to maintain.
Create customer
Lyro creates a new customer profile in Square with contact details. Support agents set up customer records without leaving the chat.
Cancel invoice
Lyro cancels a Square invoice to stop payment collection immediately. Agents resolve billing errors without contacting the billing team.
Search orders
Lyro searches for orders across Square locations using various filters. Agents quickly find customer orders to answer questions or process adjustments.
How businesses use Square + Lyro
Each card is one request a support team gets, and the Square actions Lyro runs to close it.
Trace a payment back to the customer who made it
Lyro searches customers by the detail a person gives, lists the payments on the account, and searches the orders behind them, so a charge someone does not recognise is identified from Square's record.
Search CustomersList PaymentsSearch OrdersKeep the customer record worth searching
Lyro creates the customer if they are new, adds them to the group that drives their segment or pricing, and writes a custom attribute so the detail survives the conversation.
Create CustomerAdd Group to CustomerUpsert Customer Custom AttributeAnswer an invoice question and act on it
Lyro retrieves the invoice in question, lists what else is outstanding for that customer, and cancels one that should never have gone out, so a billing query does not need a second person.
Get InvoiceList InvoicesCancel InvoiceAnswer a chargeback with evidence attached
Lyro retrieves the dispute, writes the text evidence describing what happened, attaches the supporting file, and submits it, so a chargeback is contested rather than conceded by default.
Retrieve DisputeCreate Dispute Evidence TextSubmit Dispute Evidence
How it works
Get started in 3 steps
Connect once, then just ask. There is no workflow builder to learn and nothing to maintain — Lyro reads the Square actions it has and picks the ones a request needs.
Connect Square
Authorize the Square account your team already uses — one consent screen, no API keys, no mapping tables. Lyro can only do what you granted that account, and you can disconnect it at any time.
Tell your agent what you need
Describe the job the way you would hand it to a teammate. Lyro maps it to the Square actions that close it and chains as many as the request needs.
Watch it work
The agent runs the actions inside the conversation the customer is already in, so nobody copies data between tabs and your team can take over at any point.
Get started free
Square · Lyro
What can you do in Square without me setting anything up?
These, right away:
- Add group to customer
- Get business booking profile
- Accept dispute
Great, let's start with the first one.
FAQ
Everything else about Square
Setup, permissions, and the limits of what Lyro can do inside Square.
Not with this toolkit. The payment actions exposed are List Payments and Cancel Payment, with no create-payment or refund action, so Lyro reads and cancels rather than charges. Create Card only stores a card on a customer profile; the card data itself stays in Square.
Every action available in Square
All 96 actions your agent can call on Square, straight from the live MCP connection.
Accept dispute
Accept a dispute and acknowledge liability, returning funds to the cardholder.
Add group to customer
Add a customer to a customer group.
Calculate order
Preview order pricing without creating an order.
Cancel invoice
Cancels a Square invoice, preventing further payments from being collected.
Cancel payment
Cancels (voids) a payment that is in APPROVED status.
Create bulk customers
Create multiple customer profiles in a single request.
Create card
Create a card on file.
Create customer
Create a new customer profile in Square.
Create customer custom attribute definition
Create a customer-related custom attribute definition.
Create customer group
Create a new customer group for a business.
Create dispute evidence file
Upload a file as dispute evidence.
Create dispute evidence text
Upload text evidence for a dispute challenge.
Create invoice attachment
Upload and attach a file to a Square invoice.
Create location
Create a new business location in a Square account.
Create location custom attribute definition
Create a location-related custom attribute definition.
Delete customer
Delete a Square customer profile.
Delete customer custom attribute
Delete a custom attribute from a customer profile.
Delete customer custom attribute definition
Delete a customer-related custom attribute definition.
Delete customer group
Delete a customer group by its ID.
Bulk delete customers
Bulk delete customer profiles from Square.
Delete dispute evidence
Removes a specific piece of evidence from a dispute.
Delete invoice
Delete a Square invoice (only DRAFT invoices can be deleted).
Delete invoice attachment
Delete an attachment from a Square invoice.
Delete location custom attribute
Delete a custom attribute from a location.
Delete location custom attribute definition
Delete a location-related custom attribute definition.
Delete locations custom attributes (batch)
Delete custom attributes from multiple locations in a single batch request.
Delete merchant custom attribute
Delete a custom attribute from a merchant profile.
Delete merchant custom attribute definition
Delete a merchant-related custom attribute definition.
Delete merchants custom attributes (batch)
Delete custom attributes from multiple merchants in a single batch request.
Delete webhook subscription
Permanently deletes a webhook subscription by its ID.
The tools Square sits next to
Same connection, same setup. Pick the next one your team already uses.
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Shipengine
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Ready to connect Square?
Authorize the account and your agent has all 96 actions from the first conversation.