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Quickbooks Mcp

laf-rge/quickbooks-mcp

Connects to QuickBooks Online's API with a focus on financial professionals rather than developers exploring the API. Resolves vendor and account names automatically instead of requiring internal IDs, includes built-in tools for P&L, Balance Sheet, and Trial Balance reports, and defaults all write operations to draft mode so you see changes before they hit your books. Uses a single SQL-like query tool across all QuickBooks entities instead of separate search endpoints for each type. Handles OAuth token refresh automatically and supports both local credential storage and AWS Secrets Manager for shared environments. Ships via npm and designed for bookkeepers and CFOs who want to pull reports or create journal entries through an AI assistant using plain language.

GitHub stars
14
tools
18
auth
Secret needed
transport
STDIO
env vars
4
last updated
Oct 19, 2026
View on GitHub

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
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_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
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.
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
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.
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...

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Configuration

QBO_CLIENT_IDsecret

QuickBooks app Client ID from developer.intuit.com

QBO_CLIENT_SECRETsecret

QuickBooks app Client Secret from developer.intuit.com

QBO_CREDENTIAL_MODE

Credential storage mode: 'local' (default) or 'aws'

QBO_SANDBOX

Set to 'true' to use QuickBooks sandbox environment

Readme

QuickBooks MCP Server

An MCP server for QuickBooks Online — built for bookkeepers, CFOs, and accountants who use AI assistants in their daily workflow.

Ask your AI assistant to pull a P&L report, create a journal entry, or investigate an account balance — using plain language, not API payloads.

Why This Server?

Intuit provides an official MCP server that's a solid starting point for developers exploring the QuickBooks API. This server takes a different approach: it's designed for financial professionals working in production books.

Use natural language, not internal IDs

Intuit's server requires QuickBooks internal IDs for every reference — you need to look up a vendor's ID before creating a bill. This server resolves names automatically:

"Create a bill for PG&E, $450 to Utilities, dated 2025-01-15"
→ Vendor, account, and department names are resolved automatically

Financial reports built in

This is the only QuickBooks MCP server with report tools. Pull a P&L, Balance Sheet, or Trial Balance — broken down by month, department, or class — without leaving your AI conversation.

View the full README on GitHub

Details

Repository
github.com/laf-rge/quickbooks-mcp
Category
Finance & Commerce
Package
quickbooks-mcp
Transport
STDIO
Auth
Required
Registry
MCP registry, active

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