AccountingQB-MCP

The most comprehensive QuickBooks Online MCP server for Claude. Built for sole proprietors and small businesses who want to manage their books, run reports, and prep taxes through natural conversation.

138 tools covering transactions, reports, tax prep (US and Canada), reconciliation, smart bookkeeping, 1099/T4A reporting, GST/HST returns, anomaly detection, credit memos, vendor credits, cash flow forecasting, and profit margin analysis — all from Claude Desktop. Includes a CPA Workbook: a 15-page year-end binder (comparative statements, reconciliation tie-outs, tax payments made, owner's draws, tax organizer) exported to Excel for your accountant.

Canada support: works with Canadian QuickBooks Online companies out of the box — the server auto-detects the company's tax edition, applies sales tax codes (GST/HST/PST) on created transactions, and ships a full Canadian tax suite: GST/HST (GST34) return workpapers with the 50% meals ITC restriction, T2125 line mapping, CCA schedules (half-year rule + Accelerated Investment Incentive), T4A/T5018 contractor reporting, and CRA instalment + CPP estimates. Multicurrency companies see per-transaction currency and exchange rates.

Built by Vaspera Capital — because QuickBooks deserved a real MCP server.

Quick Start

Prerequisites

Python 3.10+
A QuickBooks Online account (any plan)
Claude Desktop
An Intuit Developer account (free signup)

1. Clone and Install

bash

git clone https://github.com/RCOLKITT/AccountingQB-MCP.git
cd AccountingQB-MCP
pip install -r requirements.txt

2. Create Your Intuit Developer App

Go to developer.intuit.com and sign in
Click Create an App → select QuickBooks Online and Payments
Under Redirect URIs, add: http://localhost:8080/callback
Copy your Client ID and Client Secret

3. Run Setup

bash

python setup.py

The setup wizard will:

Ask for your Client ID and Client Secret
Open your browser to authorize access to your QuickBooks company
Catch the OAuth callback automatically
Write your Claude Desktop configuration
Verify the connection works

That's it. Restart Claude Desktop and you're connected.

Manual Configuration (Advanced)

If you prefer to configure manually, add this to your Claude Desktop config:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

config.json

{
  "mcpServers": {
    "accountingqb": {
      "command": "python3",
      "args": ["/path/to/AccountingQB-MCP/server.py"],
      "env": {
        "QB_CLIENT_ID": "your_client_id",
        "QB_CLIENT_SECRET": "your_client_secret",
        "QB_REALM_ID": "your_company_id",
        "QB_REFRESH_TOKEN": "your_refresh_token",
        "QB_ENVIRONMENT": "production"
      }
    }
  }
}

To get your refresh token manually, use the Intuit OAuth Playground.

Tools (130)

Company & Entities

Tool	Description
`qb_company_info`	Company name, EIN, address, fiscal year
`qb_list_accounts`	Full chart of accounts with balances
`qb_list_classes`	List classes (class-tracking segments)
`qb_list_departments`	List departments/locations (location tracking)
`qb_list_vendors`	Search vendors/suppliers
`qb_list_customers`	Search customers
`qb_list_items`	Products and services
`qb_create_vendor`	Create a new vendor
`qb_create_customer`	Create a new customer
`qb_update_vendor`	Update vendor details (email, phone, address)
`qb_update_customer`	Update customer details (email, phone, address)
`qb_create_account`	Add an account to chart of accounts
`qb_create_sub_account`	Create a sub-account under a parent
`qb_inactivate_account`	Hide unused accounts

Transactions

Tool	Description
`qb_list_transactions`	Purchases/expenses with filters
`qb_list_deposits`	Income and owner investments
`qb_list_transfers`	Account-to-account transfers
`qb_list_journal_entries`	Adjustments and reclassifications
`qb_list_journal_entries_by_memo`	Search JEs by memo text
`qb_list_bills`	Accounts payable
`qb_list_bill_payments`	Bill payments
`qb_list_sales_receipts`	Direct sales
`qb_list_payments`	Customer payments received
`qb_list_invoices`	Invoices with status filter
`qb_list_credit_memos`	Customer credit memos/refunds
`qb_list_vendor_credits`	Vendor credits received
`qb_list_estimates`	Estimates/quotes with status filter
`qb_search_transactions`	Search across ALL transaction types
`qb_list_purchase_orders`	List purchase orders — vendor, amount, Open/Closed status
`qb_list_recurring_transactions`	Recurring templates and schedules
`qb_transaction_detail`	Full detail for any single transaction
`qb_account_transactions`	All transactions hitting a specific account

Create & Modify

Tool	Description
`qb_create_expense`	Record a purchase/expense
`qb_create_invoice`	Create a customer invoice
`qb_create_bill`	Create a vendor bill
`qb_create_estimate`	Create a customer estimate/quote
`qb_create_journal_entry`	Record adjustments
`qb_create_deposit`	Record a bank deposit
`qb_create_transfer`	Transfer between accounts
`qb_create_credit_memo`	Issue a customer credit memo
`qb_create_vendor_credit`	Record a vendor credit
`qb_convert_estimate_to_invoice`	Convert an estimate into an invoice
`qb_record_bill_payment`	Record payment on a vendor bill
`qb_record_invoice_payment`	Record customer payment on invoice
`qb_update_transaction`	Update any transaction
`qb_void_transaction`	Void a transaction
`qb_delete_transaction`	Delete a transaction permanently
`qb_delete_journal_entry`	Permanently delete a JE
`qb_reclassify_transaction`	Move a transaction to a different account
`qb_bulk_update_vendor`	Bulk-assign vendor to multiple transactions
`qb_bulk_update_vendors_multi`	Bulk-assign multiple vendors in one call
`qb_batch_create_expenses`	Bulk expense import
`qb_batch_create_bills`	Bulk bill import
`qb_batch_create_journal_entries`	Bulk JE import

Reports & Analysis

Tool	Description
`qb_profit_loss`	P&L by total, month, quarter, or year
`qb_profit_loss_detail`	P&L drill-down — every transaction behind each line, by account
`qb_profit_loss_by_class`	P&L broken out by class (segment/program)
`qb_profit_loss_by_department`	P&L broken out by department/location
`qb_vendor_expenses`	Total spend by vendor (VendorExpenses report)
`qb_balance_sheet`	Balance sheet as of any date
`qb_sales_by_customer`	Total sales (income) by customer
`qb_sales_by_product`	Sales by product/service — quantity and amount
`qb_sales_by_class`	Sales broken out by class (segment/program)
`qb_sales_by_department`	Sales broken out by department/location
`qb_inventory_valuation`	Inventory on-hand quantity, asset value, avg cost as of a date
`qb_transaction_list`	Flexible transaction register for a date range
`qb_customer_balance_detail`	Open invoices per customer with line detail (AR drill-down)
`qb_vendor_balance_detail`	Open bills per vendor with line detail (AP drill-down)
`qb_cash_flow`	Statement of cash flows
`qb_cash_flow_forecast`	Multi-period cash flow projections
`qb_general_ledger`	All transactions by account
`qb_trial_balance`	Verify books are balanced
`qb_ar_aging`	What customers owe you
`qb_ap_aging`	What you owe vendors
`qb_expense_summary`	Expenses by category
`qb_income_summary`	Income by source
`qb_sales_tax_summary`	Sales tax collected by jurisdiction
`qb_sales_tax_nexus`	Economic-nexus screen — sales by ship-to state vs each state's sourced Wayfair threshold + liability by state
`qb_compare_periods`	Side-by-side period comparison
`qb_vendor_summary`	Top vendors by spend
`qb_profit_margin_analysis`	Profit margins by customer or item
`qb_budget_vs_actual`	Compare budget to actual spending
`qb_anomaly_detection`	Statistical anomaly and fraud detection

Tax Preparation

Tool	Description
`qb_tax_summary`	Expenses mapped to Schedule C lines
`qb_schedule_c`	Full IRS Schedule C line-by-line
`qb_schedule_c_detailed`	Granular Schedule C with QB account detail
`qb_estimate_quarterly_tax`	Federal + state estimated taxes
`qb_deduction_finder`	Find commonly missed deductions
`qb_depreciation_schedule`	Section 179 and MACRS schedules
`qb_1099_contractor_report`	1099-NEC contractor reporting with TIN/address validation
`qb_home_office_calculator`	Form 8829 home office deduction calculator
`qb_vehicle_depreciation_calculator`	Vehicle depreciation with business use %
`qb_payroll_checklist`	Payroll boundary checklist — wages/liability signals + W-2/1099, 941/940 items to hand your CPA

Canadian Tax (GST/HST, T2125)

Tool	Description
`qb_gst_hst_return`	GST34 return workpaper — lines 101/103/105/106/108/109 with 50% meals ITC restriction, TaxSummary report, tax payments, and Quick Method note
`qb_t2125_summary`	CRA T2125 line-by-line mapping (8521 Advertising, 8523 Meals at 50%, 8910 Rent, ...)
`qb_cca_schedule`	Capital Cost Allowance by class — half-year rule, Accelerated Investment Incentive, Class 10.1/54 ceilings
`qb_t4a_contractor_report`	T4A box 048 contractor reporting with BN/address validation (T5018 note for construction)
`qb_estimate_instalments`	CRA instalments (Mar/Jun/Sep/Dec 15) + exact CPP/CPP2, with approximate federal/provincial tax
`qb_list_tax_codes`	Sales tax codes (name, combined rate, agency) — pass as `tax_code=` to create tools
`qb_list_tax_rates`	Individual sales tax rates and agencies

Smart Features

Tool	Description
`qb_uncategorized_transactions`	Find uncategorized transactions
`qb_find_duplicates`	Detect potential duplicates
`qb_auto_categorize_suggestions`	AI-suggested categories based on vendor history
`qb_monthly_burn_rate`	Monthly expense trends
`qb_runway_calculator`	Months of cash runway
`qb_fiscal_year_close_checklist`	Year-end close readiness check
`qb_books_health_audit`	Comprehensive books health audit
`qb_books_hygiene`	Structural audit: deleted-account postings, wrong-sign balances, misfiled card payments, dormant balances, statement attestation
`qb_month_end_close`	Month-end close checklist with status checks
`qb_unknown_vendor_report`	Find transactions with missing vendor names

Reconciliation & Attachments

Tool	Description
`qb_reconcile_invoices`	Match invoices against QB transactions
`qb_match_invoices_to_transactions`	Fuzzy-match with tolerance
`qb_upload_receipt`	Attach receipts to transactions
`qb_list_attachments`	List attached documents
`qb_missing_receipts`	Expenses ≥ threshold (default $75) with no receipt attached — IRS substantiation gap
`qb_change_audit_trail`	What changed since a date — created / updated / deleted transactions (QuickBooks CDC)
`qb_bank_reconciliation`	Tie a bank/credit-card statement CSV to the books — matched / missing / uncleared
`qb_stripe_reconcile`	Reconcile Stripe activity — nets processing and platform fees (Sigma/Billing/Radar) through a clearing account and ties to the Stripe balance
`qb_account_balance`	Check any account balance

Connection & Multi-Company

Tool	Description
`qb_list_companies`	List all connected QuickBooks companies
`qb_switch_company`	Switch to a different company
`qb_refresh_connection`	Refresh connection to AccountingQB

Usage Examples

Once connected, just ask Claude naturally:

"What's my P&L for 2025?"
"Show me all expenses over $500 from last month"
"Create an expense for $49.99 to GitHub for software subscriptions"
"Run my Schedule C for tax year 2025"
"Find any uncategorized transactions"
"What's my monthly burn rate?"
"How much runway do I have?"
"Compare Q1 vs Q2 profit and loss"
"Find potential duplicate transactions"
"What deductions am I missing?"
"Generate my 1099 contractor report"
"Run anomaly detection on last quarter's transactions"
"Show my profit margins by customer"
"Forecast my cash flow for the next 6 months"
"Create a vendor credit for $200 to Amazon"
"Convert estimate #1042 to an invoice"
"Build my GST/HST return workpaper for Q2" (Canada)
"Map my books to the T2125 and estimate my CRA instalments" (Canada)

Security

This server takes security seriously:

No credentials in code — all secrets come from environment variables
OAuth 2.0 with automatic token rotation
Local-only OAuth flow — the setup script runs a callback server on 127.0.0.1
.env files are gitignored and set to chmod 600 (owner-only)
No data storage — the server is stateless; it reads/writes to QuickBooks and nothing else
Refresh tokens rotate — each token exchange returns a new refresh token
100-day expiry — tokens expire after 100 days of inactivity (Intuit policy)

Token Management

QuickBooks refresh tokens are valid for 100 days and rotate automatically on every use, so an active connection stays live indefinitely. If a connection does lapse (100+ days idle), reconnect based on how you run AccountingQB:

Hosted / managed (you have a license key): In Claude, run qb_refresh_connection first — it silently re-establishes most expired connections with no browser step. If the connection is fully gone, reconnect at accountingqb.com/dashboard → Connect QuickBooks, then run qb_refresh_connection again.
Self-hosted (your own Intuit app): re-run python setup.py to re-authorize and rewrite your refresh token.

Sandbox Mode

Test with Intuit's sandbox before connecting to production:

bash

python setup.py --sandbox

This connects to sandbox-quickbooks.api.intuit.com with Intuit's test data. Switch to production when ready by running setup again without the flag.

Troubleshooting

"QuickBooks credentials not configured" Self-hosted: run python setup.py to configure credentials, or check your Claude Desktop config. Hosted/managed: set your QB_LICENSE_KEY and connect a company at accountingqb.com/dashboard.

"401 Unauthorized" Your connection may have expired (100-day idle limit). Hosted/managed: run qb_refresh_connection first, then if needed reconnect at accountingqb.com/dashboard → Connect QuickBooks. Self-hosted: re-run python setup.py to re-authorize.

"Company not found" Check that your QB_REALM_ID matches the company you authorized. You can find it in the URL when logged into QuickBooks Online.

Tools not appearing in Claude Desktop Restart Claude Desktop after running setup. Check that the accountingqb entry exists in your Claude Desktop config.

Sandbox vs Production If you're seeing test data, check that QB_ENVIRONMENT is set to "production" in your config.

Contributing

Issues and PRs welcome. If you're adding new tools, follow the existing pattern:

Use flat parameters (not Pydantic models) for Claude Desktop compatibility
Include descriptive docstrings
Handle errors gracefully with actionable messages
Add the tool to the README table

License

Proprietary — © Vaspera Capital LLC, all rights reserved. The source is publicly viewable for transparency and security review; it is not open source. Use requires a paid license key. See LICENSE.

Built by Vaspera Capital