Quickbooks

asklokesh/quickbooks-mcp-server

Connects Claude to QuickBooks Online's accounting API so you can query invoices, customers, vendors, and transactions without leaving your LLM workflow. Built in Python with async support and handles OAuth authentication, rate limiting, and retry logic out of the box. Reach for this when you're building financial dashboards, automating bookkeeping tasks, or need to pull accounting data into reports without manual CSV exports. The implementation covers the major QuickBooks entities, though the docs don't spell out every endpoint. Installation is straightforward via pip, and it uses the standard MCP stdio transport for Claude Desktop integration.

GitHub stars: 1
tools: 18
auth: Secret needed
transport: STDIO
env vars: 2
last updated: Dec 31, 2025

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Tools

18 tools

Public tool metadata for what this MCP can expose to an agent.

QUICKBOOKS_CREATE_ACCOUNTCreate a new account in QuickBooks with the given parameters.4 params

Create a new account in QuickBooks with the given parameters.

Parameters* required

account_numberstring

User-defined account number to help the user in identifying the account within the chart-of-accounts and in deciding what should be posted to the account. must not contain colon (:). For France loc...

account_sub_typestring

Sub-type of the account. Must use exact enum values (no spaces/slashes). Examples: 'AdvertisingPromotional' (NOT 'Advertising/Promotional'), 'Checking', 'Inventory', 'OtherCurrentAssets', 'Vehicles...one of CashOnHand · Checking · MoneyMarket · RentsHeldInTrust · Savings · TrustAccounts

account_typestring

Type of the account to be createdone of Bank · Other Current Asset · Fixed Asset · Other Asset · Accounts Receivable · Equity

namestring

User recognizable name for the Account. Account.Name attribute must not contain double quotes (") or colon (:).

QUICKBOOKS_CREATE_CUSTOMERCreate a new customer in QuickBooks with the given parameters.6 params

Create a new customer in QuickBooks with the given parameters.

Parameters* required

display_namestring

The name as displayed. Must be unique across all Customer, Vendor, and Employee objects. Cannot be removed with sparse update. If not supplied, the system generates DisplayName by concatenating cus...

family_namestring

Family name or the last name of the person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.

given_namestring

Given name or first name of a person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.

middle_namestring

Middle name of the person. The person can have zero or more middle names. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for...

suffixstring

Suffix of the name. For example, Jr. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.

titlestring

Title of the person (max 16 characters - keep it short like 'Mr.', 'Dr.', 'CEO'). This tag supports i18n, all locales. The DisplayName attribute or at least one of Title, GivenName, MiddleName, Fam...

QUICKBOOKS_CREATE_EMPLOYEECreate a new employee in QuickBooks.3 params

Create a new employee in QuickBooks.

Parameters* required

family_namestring

Family name or the last name of the person. At least one of `given_name` or `family_name` attributes is required.

given_namestring

Given name or Family name of a person. At least one of `given_name` or `family_name` attributes is required.

primary_addrobject

Represents the physical street address for this employee. If QuickBooks Payroll is enabled for the company, the following PhysicalAddress fields are required: City, CountrySubDivisionCode, PostalCode.

QUICKBOOKS_CREATE_INVOICETool to create a new invoice in QuickBooks. Use after confirming customer and item details.3 params

Tool to create a new invoice in QuickBooks. Use after confirming customer and item details.

Parameters* required

customer_idstring

ID of the customer to invoice (CustomerRef.value)

linesarray

List of invoice line item objects. Each item must include at least: 'DetailType', 'Amount', and 'SalesItemLineDetail' with an 'ItemRef.value'.

minorversioninteger

Optional minorversion query parameter to control API behavior

QUICKBOOKS_CREATE_VENDORCreate a new vendor in QuickBooks with the given details.6 params

Create a new vendor in QuickBooks with the given details.

Parameters* required

display_namestring

family_namestring

Family name or the last name of the person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.

given_namestring

Given name or first name of a person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.

middle_namestring

suffixstring

Suffix of the name. For example, Jr. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.

titlestring

QUICKBOOKS_CUSTOMER_BALANCE_DETAILGenerate a balance detail report for a customer in QuickBooks with the given customer ID.13 params

Generate a balance detail report for a customer in QuickBooks with the given customer ID.

Parameters* required

aging_methodstring

The date upon which aging is determined.one of Report_Date · Current

arpaidstring

Status of the balance.one of All · Paid · Unpaid

columnsstring

Column types to be shown in the report. Supported Values: bill_addr, create_by, create_date, cust_bill_email, cust_comp_name, cust_msg, cust_phone_other, cust_tel, cust_name, deliv_addr, doc_num*,...

custom1string

Filter by the specified custom field as defined by the CustomField attribute in transaction entities where supported. Supported Values: Name of custom field.

customer_idsarray

One or more comma separated customer IDs. Filters report contents to include information for specified customers.

department_idsarray

One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.

end_duedatestring

The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.

report_datestring

Start date to use for the report, in the format YYYY-MM-DD.

shipviastring

Filter by the shipping method as stored in Invoice.ShipMethodRef.Name.

sort_bystring

The column type used in sorting report rows. Specify a column type as defined with the columns query parameter.

sort_orderstring

The sort order.one of ascend · descend

start_duedatestring

The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.

term_idsarray

One or more comma separated term IDs. Filters report contents based on term or terms supplied.

QUICKBOOKS_CUSTOMER_BALANCE_REPORTGenerate a balance report for a customer in QuickBooks with the given customer ID.8 params

Generate a balance report for a customer in QuickBooks with the given customer ID.

Parameters* required

accounting_methodstring

The accounting method used in the report. one of Cash · Accrual

arpaidstring

Supported Values: All, Paid, Unpaidone of All · Paid · Unpaid

customer_idsarray

Filters report contents to include information for specified customers. Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object...

date_macrostring

Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.one of Today · Yesterday · This Week · Last Week · This Week-to-date · Last Week-to-date

department_idsarray

One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.

report_datestring

Start date to use for the report, in the format YYYY-MM-DD.

sort_orderstring

The sort order.one of ascend · descend

summarize_column_bystring

The criteria by which to group the report results.one of Total · Month · Week · Days · Quarter · Year

QUICKBOOKS_LIST_INVOICESTool to list invoices via QuickBooks Query endpoint. Use when retrieving invoices with optional pagination and custom fields.3 params

Tool to list invoices via QuickBooks Query endpoint. Use when retrieving invoices with optional pagination and custom fields.

Parameters* required

fieldsarray

List of fields to select in the query. Defaults to ['Id','SyncToken','DocNumber','TotalAmt','Balance','TxnDate'].

max_resultsinteger

Maximum number of records to return; default 50, max 1000.default: 50

start_positioninteger

Starting position for pagination within the result set. Default is 1.default: 1

QUICKBOOKS_QUERY_ACCOUNTQuery an account in QuickBooks with the given parameters.1 params

Query an account in QuickBooks with the given parameters.

Parameters* required

querystring

Query to be executed

QUICKBOOKS_READ_ACCOUNTRead an account in QuickBooks with the given account ID.1 params

Read an account in QuickBooks with the given account ID.

Parameters* required

account_idstring

ID of the account to be read

QUICKBOOKS_READ_CUSTOMERRead a customer in QuickBooks with the given customer ID.1 params

Read a customer in QuickBooks with the given customer ID.

Parameters* required

customer_idstring

ID of the customer to be read

QUICKBOOKS_READ_EMPLOYEERead an employee's details in QuickBooks with the given employee ID.1 params

Read an employee's details in QuickBooks with the given employee ID.

Parameters* required

employee_idstring

The ID of the employee to be read.

QUICKBOOKS_READ_INVOICETool to fetch a QuickBooks invoice by ID or the most recent if no ID provided. Use when needing full invoice details including metadata and sync token.2 params

Tool to fetch a QuickBooks invoice by ID or the most recent if no ID provided. Use when needing full invoice details including metadata and sync token.

Parameters* required

invoice_idstring

ID of the invoice to read; if not provided, fetches the latest invoice

minorversioninteger

API minor version to use for the request

QUICKBOOKS_READ_VENDORRead a vendor in QuickBooks with the given vendor ID.1 params

Read a vendor in QuickBooks with the given vendor ID.

Parameters* required

vendor_idstring

ID of the vendor to be read

QUICKBOOKS_UPDATE_FULL_INVOICETool to fully replace an Invoice. Use when you need to update all aspects of an existing invoice in a single operation.3 params

Tool to fully replace an Invoice. Use when you need to update all aspects of an existing invoice in a single operation.

Parameters* required

invoiceobject

Full Invoice JSON payload to update; must include Id and SyncToken. Any writable field omitted will be cleared. Do not set sparse=true.

minorversioninteger

Optional QuickBooks API minorversion to access newer fields (e.g., 63).

requestidstring

Optional idempotency key (<=50 chars) to prevent duplicate writes on retries.

QUICKBOOKS_UPDATE_SPARSE_INVOICETool to perform a sparse update of an existing invoice. Use when you need to update only specific invoice fields without overwriting other data.1 params

Tool to perform a sparse update of an existing invoice. Use when you need to update only specific invoice fields without overwriting other data.

Parameters* required

invoiceobject

Invoice object containing Id, SyncToken, sparse flag, and fields to update

QUICKBOOKS_VENDOR_BALANCE_DETAILGenerate a balance detail report for a vendor in QuickBooks with the given vendor ID.12 params

Generate a balance detail report for a vendor in QuickBooks with the given vendor ID.

Parameters* required

accounting_methodstring

The accounting method used in the report.one of Cash · Accrual

appaidstring

Status of the balance.one of All · Paid · Unpaid

date_macrostring

department_idsarray

One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.

duedate_macrostring

Predefined date range of due dates for balances to include in the report; otherwise, use the start_duedate and end_duedate to cover an explicit report date range. one of Today · Yesterday · This Week · Last Week · This Week-to-date · Last Week-to-date

end_duedatestring

The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.

report_datestring

Start date to use for the report, in the format YYYY-MM-DD.

sort_bystring

The column type used in sorting report rows. Specify a column type as defined with the columns query parameter.

sort_orderstring

The sort order.one of ascend · descend

start_duedatestring

The range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.

term_idsarray

One or more comma separated term IDs. Filters report contents based on term or terms supplied.

vendor_idsarray

One or more comma separated vendor IDs. Filters report contents to include information for specified vendors.

QUICKBOOKS_VENDOR_BALANCE_REPORTGet the balance report of a vendor in QuickBooks with the given vendor ID.9 params

Get the balance report of a vendor in QuickBooks with the given vendor ID.

Parameters* required

accounting_methodstring

The accounting method used in the report. one of Cash · Accrual

appaidstring

Status of the balance.one of All · Paid · Unpaid

date_macrostring

department_idsarray

One or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.

qzurlstring

Specifies whether Quick Zoom URL information should be generated for rows in the report.

report_datestring

Start date to use for the report, in the format YYYY-MM-DD.

sort_orderstring

The sort order.one of ascend · descend

summarize_column_bystring

The criteria by which to group the report results.one of Total · Month · Week · Days · Quarter · Year

vendor_idsarray

Filters report contents to include information for specified vendors. Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response...