Square powers point-of-sale, online ordering, and invoicing for retail and hospitality businesses. Connecting Square to clariBI brings location-level performance, order details, and customer activity into your AI analyses.
Why connect Square
Square dashboards work well for single-location reporting. They get harder when you operate several locations or want to compare in-person to online sales side by side.
clariBI through Square handles multi-location aggregation, time-window comparisons, and product mix analysis without exporting CSVs.
How the connection works
clariBI talks to Square through its hosted MCP server at https://mcp.squareup.com/sse. Authentication uses an OAuth flow that clariBI registers itself for (no developer console setup on your side). Tokens stay encrypted server-side and never leave clariBI in clear form.
sequenceDiagram
actor U as You
participant C as clariBI
participant V as Square
U->>C: Click Authorize with Square
C->>V: Open OAuth authorization
V-->>U: Grant read access?
U->>V: Approve
V-->>C: Authorization code
C->>V: Exchange code for tokens
V-->>C: Access + refresh tokens
C->>C: Encrypt and store credentials
C-->>U: Connection ready
Available tools
clariBI exposes the read-only Square tools that the vendor's MCP server publishes at connection time. Write operations (create, update, delete, send, refund) are filtered out by a name-pattern blocklist before any tool reaches the analysis engine, so connecting Square cannot modify data on the vendor side.
The exact tool inventory depends on the Square features your account has access to. After connecting, try a few natural-language questions to see what Square data clariBI can pull.
Data flow during analysis
When you ask a question that maps to Square, the AI engine routes to the right tool, reads the result, and pairs the answer with a chart you can pin to a dashboard.
sequenceDiagram
actor U as You
participant C as clariBI
participant AI as AI engine
participant V as Square
U->>C: Ask a question about point-of-sale and order data
C->>AI: Plan the analysis
AI->>V: Call the right tool
V-->>AI: Tool result
AI->>AI: Summarize and chart
C-->>U: Answer plus visual
Setting up the connection
- Open Data Sources in the clariBI sidebar.
- Click Add data source.
- Open the MCP Servers tab.
- Click the Square card.
- Click Authorize with Square.
- Sign in to Square in the popup window and grant the requested read scopes.
- Back in clariBI, give your data source a name.
- Click Finish.
Permissions and data access
clariBI requests read access to payments, orders, customers, and your merchant profile. No transactions or refunds can be triggered through this integration. Disconnect from your Square dashboard or from clariBI Settings.
Troubleshooting
| Error | Cause | Fix |
|---|---|---|
| "Selected Square location is not active" | A previously linked location was deactivated in Square. | Update the linked location in Square, then reconnect from clariBI. |