Claude Desktop connects to Square through the CData MCP Server for Square using the Model Context Protocol (MCP).

When you launch Claude, it automatically detects MCP connections registered during setup. These connections are created and saved using the MCP Configuration Tool, which is installed with the MCP Server.

Each saved connection is recognized by Claude and can be referenced by name when asking questions.

Installing Claude

Claude Desktop is a standalone application that enables natural language querying across supported data sources using the Model Context Protocol (MCP).

To connect to Square via MCP, you first need to install the Claude Desktop application.

You can download the latest version from the official Claude Download Page.

After installing Claude Desktop, you can configure your MCP connection using the CData MCP Driver for Square.

How Claude Uses the Server

When you ask Claude a question, it launches the corresponding MCP Server connection, reads the available tool descriptions provided by the connector, and generates a secure query in the background.

There is no need to write SQL or teach Claude how to query your data. Each tool is self-describing, and Claude consumes those descriptions to determine how to retrieve the right information.

Example Prompts

After setup, you can ask Claude natural-language questions like:

• "Which payment methods are used most frequently by customers?"
• "How many payments were made using gift cards?"
• "Which orders included discounts or promotions in the last 30 days?"
• "Which items are most frequently ordered together?"
• "How many new customers were added this quarter?"
• "Which employees processed the most sales by volume?"
• "Are there any items with zero sales in the last 60 days?"
• "What are the best-selling items by revenue this month?"
• "What is the status of all unpaid invoices?"
• "Which Square locations have the highest and lowest daily sales averages?"

Claude securely executes the query using the MCP Server and responds using the live results from Square.