QuickBooks

Provides access to QuickBooks Online data and actions via MCP, including customers, invoices, bills, vendors, accounts, and P&L reporting.

javascript

GitHub Stars

javascript

Language

6 months ago

First Indexed

3 months ago

Catalog Refreshed

Documentation & install

Readme and setup notes from the catalogue, plus a client-ready config you can copy for your MCP host.

Installation

Add the following to your MCP client configuration file.

Configuration

View docs

{
  "mcpServers": {
    "hakeemrabiudfw-quickbooks-mcp-martinez": {
      "command": "node",
      "args": [
        "/path/to/quickbooks-mcp-server/dist/index.js"
      ],
      "env": {
        "QUICKBOOKS_CLIENT_ID": "your_client_id",
        "QUICKBOOKS_COMPANY_ID": "your_company_id",
        "QUICKBOOKS_ENVIRONMENT": "production",
        "QUICKBOOKS_CLIENT_SECRET": "your_client_secret",
        "QUICKBOOKS_REFRESH_TOKEN": "your_refresh_token"
      }
    }
  }
}

You can connect Claude or other MCP clients to a QuickBooks Online data source and perform common accounting actions through natural language queries. This MCP server handles customers, invoices, bills, vendors, accounts, and Profit & Loss reports, enabling you to fetch data, create records, and run reports without leaving your conversational flow.

How to use

Install and run the server, then connect it to your MCP client. You will expose authentication and data access to QuickBooks Online so your assistant can list customers, view invoices, create new invoices, list vendors and bills, view the chart of accounts, and generate Profit & Loss reports. Use natural language prompts like the following to interact with the data: ask to list customers, filter invoices by customer or date, create an invoice for a specific customer, list unpaid bills, or request a Profit & Loss report for a period. The MCP server translates your requests into QuickBooks Online API calls and returns structured results for your assistant to present.

How to install

Prerequisites: Node.js 18+ and QuickBooks Online with an Intuit Developer OAuth app.

Step 1: Clone the project.

git clone https://github.com/hakeemrabiuDFW/quickbooks-mcp-server.git
cd quickbooks-mcp-server

Step 2: Install dependencies.

npm install

Step 3: Configure environment. Copy the example environment file and fill in your credentials.

cp .env.example .env

Edit the environment file to include your QuickBooks credentials.

QUICKBOOKS_CLIENT_ID=your_client_id
QUICKBOOKS_CLIENT_SECRET=your_client_secret
QUICKBOOKS_REFRESH_TOKEN=your_refresh_token
QUICKBOOKS_COMPANY_ID=your_company_id
QUICKBOOKS_ENVIRONMENT=production

Step 4: Build and run the server.

npm run build
npm start

Available tools

qbo_list_customers

List customers with optional filtering to retrieve customer details from QuickBooks Online.

qbo_list_invoices

List invoices with optional filters such as customer, status, or date.

qbo_create_invoice

Create a new invoice for a customer with specified line items and amounts.

qbo_list_accounts

View the chart of accounts available in the QuickBooks company.

qbo_profit_loss_report

Generate a Profit & Loss report for a given period.

qbo_list_vendors

List vendor/supplier information from QuickBooks Online.

qbo_list_bills

List bills/payables to manage vendor obligations.

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