DeepLedger QuickBooks MCP Server for ChatGPT, Claude & AI
Connects Claude directly to QuickBooks Online so you can handle bookkeeping through natural language. You can record bills, expenses, invoices, receipts, payments, and journal entries by chatting or uploading files instead of clicking through QBO's interface. Built for accountants who want to automate month-end close, reconciliation, and audit prep workflows. The setup is straightforward: paste the MCP URL into Claude's connector settings and authenticate with your QuickBooks account. Reach for this when you're tired of context-switching between your AI assistant and your accounting software, or when you need to batch process transactions without manual data entry.
- tools
- 26
- transport
- HTTP
- last updated
- Oct 16, 2026
Tools
26 toolsPublic tool metadata for what this MCP can expose to an agent.
qbCompanyProfileShow, list or switch the active QuickBooks company
Show, list or switch the active QuickBooks company
No parameter schema in public metadata yet.
qbMasterDataLook up, create or update accounts, vendors, customers, items, classes and tax codes
Look up, create or update accounts, vendors, customers, items, classes and tax codes
No parameter schema in public metadata yet.
qbFetchTransactionsFetch transactions for duplicate checks, payee history and outstanding bills or invoices
Fetch transactions for duplicate checks, payee history and outstanding bills or invoices
No parameter schema in public metadata yet.
qbExpenseRecord or update a purchase paid now (card, ACH, check, cash)
Record or update a purchase paid now (card, ACH, check, cash)
No parameter schema in public metadata yet.
qbBillRecord or update a vendor bill to pay later
Record or update a vendor bill to pay later
No parameter schema in public metadata yet.
qbPaymentApply a customer payment to outstanding invoices, or pay outstanding bills applying vendor credits
Apply a customer payment to outstanding invoices, or pay outstanding bills applying vendor credits
No parameter schema in public metadata yet.
qbInvoiceCreate or update a customer invoice
Create or update a customer invoice
No parameter schema in public metadata yet.
qbSalesReceiptRecord a sale paid on the spot, or refund a customer
Record a sale paid on the spot, or refund a customer
No parameter schema in public metadata yet.
qbDepositRecord a bank deposit, batching held payments or direct income lines
Record a bank deposit, batching held payments or direct income lines
No parameter schema in public metadata yet.
qbTransferMove money between the company's own accounts
Move money between the company's own accounts
No parameter schema in public metadata yet.
qbCreditRecord a vendor or customer credit
Record a vendor or customer credit
No parameter schema in public metadata yet.
qbJournalEntryRecord a balanced journal entry
Record a balanced journal entry
No parameter schema in public metadata yet.
qbEstimateCreate, update or convert an estimate
Create, update or convert an estimate
No parameter schema in public metadata yet.
qbRecurringTransactionManage recurring transaction templates
Manage recurring transaction templates
No parameter schema in public metadata yet.
qbProjectList, create, update and close QuickBooks projects
List, create, update and close QuickBooks projects
No parameter schema in public metadata yet.
qbCustomizationManage custom field definitions and transaction dimensions
Manage custom field definitions and transaction dimensions
No parameter schema in public metadata yet.
qbVoidTransactionVoid an invoice, sales receipt, refund receipt, payment or bill payment
Void an invoice, sales receipt, refund receipt, payment or bill payment
No parameter schema in public metadata yet.
qbSendEmailEmail a sales document to the customer through QuickBooks
Email a sales document to the customer through QuickBooks
No parameter schema in public metadata yet.
qbReportsRun profit and loss, balance sheet, aging and other QuickBooks reports
Run profit and loss, balance sheet, aging and other QuickBooks reports
No parameter schema in public metadata yet.
getGuideLoad the current bookkeeping procedure or a per-tool error playbook
Load the current bookkeeping procedure or a per-tool error playbook
No parameter schema in public metadata yet.
tasksReview tasks shared between the agent and the human reviewer
Review tasks shared between the agent and the human reviewer
No parameter schema in public metadata yet.
agentMemoryRead and maintain durable per-company knowledge
Read and maintain durable per-company knowledge
No parameter schema in public metadata yet.
bankFeedFetch unrecorded bank transactions and stamp them once recorded
Fetch unrecorded bank transactions and stamp them once recorded
No parameter schema in public metadata yet.
documentsRead documents from DeepLedger storage or QuickBooks attachments, and upload a file to a QuickBooks record
Read documents from DeepLedger storage or QuickBooks attachments, and upload a file to a QuickBooks record
No parameter schema in public metadata yet.
customReportsRun saved report definitions by name
Run saved report definitions by name
No parameter schema in public metadata yet.
closeRunTrack the month-end close and its Close Sheet
Track the month-end close and its Close Sheet
No parameter schema in public metadata yet.
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DeepLedger
AI staff accountant for QuickBooks
DeepLedger connects QuickBooks to Grok, ChatGPT, Claude and other AI agents, allowing businesses to record bills, invoices, payments, deposits, journal entries and other transactions, run financial reports, manage receivables and payables, and track month-end close using natural language.
This repository packages DeepLedger as a plugin for Claude Code, Cursor, Grok Build and Grok Bot. Install it, sign in with your DeepLedger account, and ask for bookkeeping in plain language. The agent works your QuickBooks company the way a staff accountant would: it looks up the payee, checks for duplicates, picks the right transaction type, records it, and hands anything it is not sure about to a human reviewer instead of guessing.
QuickBooks Online stays the ledger of record. DeepLedger holds the QuickBooks connection your company authorized through Intuit's own OAuth flow, so the plugin never sees Intuit credentials. One sign-in reaches every company you can open in the DeepLedger portal.
Who it is for
Details
- Repository
- github.com/deepledger/deepledger-plugin
- Website
- deepledger.ai
- Category
- Finance & Commerce
- Transport
- HTTP
- Registry
- MCP registry, active
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