MCP server
QuickBooks Online MCP server
Intuit's official QuickBooks Online MCP server lets AI search and create customers, invoices, bills and payments and pull financial reports.
- Official server
- Payments and billing
Why it matters
What it does and why it matters
QuickBooks Online is one of the most used accounting systems for small businesses. Intuit's official MCP server lets an assistant search and create customers, vendors, invoices, bills and payments, and pull reports such as profit and loss, balance sheet and aged receivables.
For owners and bookkeepers, that turns routine questions and entries into short requests.
It has full read, create, update and delete access across QuickBooks records, and write actions can be turned off with settings. We start with writes off for reporting use, and turn on only the specific writes a workflow needs, with a bookkeeper approving entries.
Use cases
Best business use cases
Aged receivables
Customer records
Payments
Tools
Available tools
Tool names as published by the maintainer at review time. Versions change, so check the repository for the current list.
Read and write: Full read, create, update and delete across QuickBooks entities plus reports; writes can be switched off with env flags.
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create_customerCreates a customer.
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search_customersSearches customers.
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create_invoiceCreates an invoice.
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search_invoicesSearches invoices.
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create_paymentRecords a customer payment.
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create_billCreates a vendor bill.
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search_vendorsSearches vendors.
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get_profit_and_lossReturns the profit and loss report.
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get_balance_sheetReturns the balance sheet report.
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get_aged_receivablesReturns the aged receivables report.
Workflows
Example workflows
Receivables check
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1
Ask for the aged receivables report.
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2
The assistant pulls it.
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3
It lists customers over 30 days.
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4
It drafts reminder emails.
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5
Finance reviews and sends.
Enter a supplier bill
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1
Share the bill details.
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2
The assistant finds the vendor.
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3
It drafts the bill entry.
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4
A bookkeeper approves.
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5
It is saved in QuickBooks.
Prompts
Example prompts
“Show our balance sheet as of the end of last month.”
“Which customers owe more than $1,000 for over 30 days?”
“Draft a bill for this supplier invoice, but do not save it yet.”
Setup
Installation and configuration
Examples for Claude Desktop and Claude Code. Replace the placeholder values with your own keys, and store secrets outside version control.
Claude Desktop: claude_desktop_config.json
{
"mcpServers": {
"quickbooks": {
"command": "node",
"args": [
"path/to/dist/index.js"
],
"env": {
"QUICKBOOKS_CLIENT_ID": "your_client_id",
"QUICKBOOKS_CLIENT_SECRET": "your_client_secret",
"QUICKBOOKS_REFRESH_TOKEN": "your_refresh_token",
"QUICKBOOKS_REALM_ID": "your_realm_id",
"QUICKBOOKS_ENVIRONMENT": "sandbox"
}
}
}
}Claude Code: terminal
claude mcp add quickbooks -e QUICKBOOKS_CLIENT_ID=your_client_id -e QUICKBOOKS_CLIENT_SECRET=your_client_secret -e QUICKBOOKS_REFRESH_TOKEN=your_refresh_token -e QUICKBOOKS_REALM_ID=your_realm_id -e QUICKBOOKS_ENVIRONMENT=sandbox -- node path/to/dist/index.js- Local server: git clone, npm install, npm run build, then node dist/index.js (no npm package).
- Needs: OAuth 2.0 app from the Intuit Developer Portal (client ID, secret, refresh token, realm ID). Optional QUICKBOOKS_DISABLE_WRITE, _UPDATE and _DELETE flags..
Security
Security considerations
-
Restricted keys
Use restricted keys or scoped sign-in that allow only the actions a workflow needs.
-
Test mode first
Build and test in sandbox or test mode before touching live money.
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Approve money movement
Refunds, payouts, payments and deletions need a person to approve them.
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Audit trail
Turn off write actions for reporting-only use.
Related servers
Servers that pair well with it
Xero
Xero's official MCP server lets AI list and create contacts, invoices and payments, read bank transactions and pull reports such as profit and loss.
Stripe
Stripe's official MCP server lets AI search and read Stripe data, make changes with confirmation for sensitive actions, run analytics and search docs.
Square
Square's official MCP server lets AI reach the whole Square API, from payments and customers to catalog, inventory and bookings, through one request tool.
Keep exploring
Solutions and services that use it
Related services
View all related services- MCP integration Connect AI assistants to your CRM, files, databases and tools through Model Context Protocol servers, with safe permissions.
- Payment integration Stripe, PayPal and local gateways wired into your site or app, with receipts, refunds and reconciliation.
- Automation and Integrations CRM, payment and API integrations, MCP connections and workflows that stop people copying data by hand.
- Billing and payments Checkout, invoices, subscriptions, refunds and the accounting exports your finance team needs.
- SaaS Product Development MVPs, subscription platforms, admin panels and multi-tenant products, planned to grow past the first launch.
- Dashboards and reporting Dashboards that pull numbers from the systems you already use and show what matters without a spreadsheet.
Solutions
View all solutions- Invoice processing Read supplier invoices, match them to orders and push approved ones into accounting, with exceptions flagged for review.
- Automated reporting Reports that build themselves from your systems on schedule, with a plain-language summary of what changed.
- Automated quoting Draft accurate quotes and proposals from a request, your price rules and past work, for a person to approve.
- Receipt capture and matching Snap a receipt, and the details are read, categorized and matched to the card transaction and the right project.
- AI automation and integrations Connect the tools you already use so data moves once, correctly, and AI reads the parts that arrive as text or documents.
Industries
View all industries- Property management Tenant portals, maintenance tracking, owner statements and inbox automation for property managers.
- Finance and accounting Client portals, document collection, invoice and receipt processing, and reporting for accounting firms and finance teams.
- Vacation rentals Booking websites, owner and guest portals, turnover scheduling and guest messaging for rental operators.
- Logistics and transportation Driver apps, order and shipment tracking, document processing and integrations for logistics and delivery companies.
- Construction and facilities Job tracking, maintenance requests, inspections, quotes and proof-of-work photos for builders and facility teams.
- Home services Booking, dispatch, quotes, invoicing and reviews for plumbers, electricians, cleaners and other home service businesses.
Case studies
View all case studies- Facility management platform Every request, inspection and cost for every building now lives in one place, with a clear owner and status.
- Payroll system for an IT services company Payroll is calculated from recorded inputs, reviewed once and sent as payslips in a single batch, with every change logged.
- Tax filing service platform Clients upload documents and see where their case stands, and staff work from one queue with deadlines and reminders.
Guides and articles
View all guides and articles- How to measure the ROI of AI automation Measure the return on AI automation with a baseline, the right metrics and honest accounting of costs.
- How to connect AI to your database safely Let staff ask questions of your data in plain English without risking production systems or sensitive records.
- How to automate reporting with AI and MCP Build reports that assemble themselves from your systems through MCP, with a written summary people can trust.
- How to set up automated reporting Replace manual weekly and monthly reports with dashboards and summaries that update themselves.
Glossary terms
View all glossary terms- API integration An API integration connects two or more systems through their APIs so data and actions flow between them automatically.
- Workflow automation Workflow automation uses software to move work through a series of steps, such as routing, approvals and notifications, based on rules and events.
- Webhook A webhook is an automatic message one system sends to another's web address when something happens, such as a payment or a new order.
- AI agent An AI agent is software that uses a language model to plan steps, call tools and act toward a goal, instead of only answering one question.
- API An API, or application programming interface, is a defined way for one piece of software to request data or actions from another.
- Business process automation Business process automation uses software to run a multi-step business process, such as approvals or onboarding, from start to finish with less manual work.
FAQ
Questions people ask us
Have a question that is not here? Ask us directly.
Yes. It is maintained by Intuit.
Yes. Write actions can be switched off with settings.
It is for QuickBooks Online.