Square
Monitor your Square payment activity, refunds, low inventory, customer activity, and gift card balances. Powered by the official Square MCP server from Block (Apache-2.0 licensed).
Quick Setup
Square uses an access token from your Square Developer dashboard.
- Go to developer.squareup.com/apps
- Create an application (or open an existing one)
- Under Credentials → copy the Access token (Production or Sandbox)
- In Phyllax → Integrations → Square → paste the token → Save → Connect
Production vs Sandbox
The Square Developer dashboard gives you both a Production token and a Sandbox token. Production sees your real Square account; Sandbox is for testing. Make sure you're pasting the right one.
Required Credentials
| Field | Where to find it |
|---|---|
| Access Token | developer.squareup.com/apps → Your App → Credentials → Access tokens |
| Environment | production (real account) or sandbox (test) |
What Phyllax Monitors
The official Square MCP exposes 37 services covering most of the Square API. Phyllax pre-builds these schedules:
| Schedule | What it checks |
|---|---|
| Failed payments | Declined or failed transactions in the last N hours |
| Refunds processed | New refunds (could indicate customer dissatisfaction) |
| Large orders | Orders above a threshold you set ($50, $500, etc.) |
| Low inventory | Items running low at a specific location |
| New customers | Newly created customer profiles |
| Gift cards activated | New gift card sales |
| Cash flow summary | Daily revenue summary across all locations |
Notification Actions
- Open in Square — opens the order, customer, or item in Square's Seller dashboard
- Issue refund — open the refund flow for an order (with confirmation)
- Reorder inventory — open the catalog page for the low-stock item
Troubleshooting
"Authorization failed"
Common causes:
- Pasted a Sandbox token but the integration is set to Production (or vice versa)
- Token was revoked from the Square dashboard
- Token has wrong permissions — make sure the application has access to Payments, Customers, Catalog, and Inventory
Orders missing from a specific location
Square access tokens are scoped to your account, but each location has its own settings. Make sure the location is active in the Square dashboard.
"Rate limit exceeded"
Square API limits are per-minute. Phyllax backs off and retries. Reduce schedule frequency if you hit this often.