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Quickbooks MCP

Connects AI assistants to QuickBooks Online for reports, queries, and draft-first accounting record management.

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Install Quickbooks MCP

Pick your client, then add it in one click or paste the config.

STDIONode.js
~/Library/Application Support/Claude/claude_desktop_config.json
claude_desktop_config.json
{
  "mcpServers": {
    "quickbooks-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "quickbooks-mcp"
      ],
      "env": {
        "QBO_CREDENTIAL_MODE": "YOUR_VALUE_HERE",
        "QBO_CLIENT_ID": "YOUR_VALUE_HERE",
        "QBO_CLIENT_SECRET": "YOUR_VALUE_HERE",
        "QBO_CREDENTIAL_FILE": "YOUR_VALUE_HERE",
        "QBO_INLINE_OUTPUT": "YOUR_VALUE_HERE",
        "QBO_SANDBOX": "YOUR_VALUE_HERE",
        "AWS_REGION": "YOUR_VALUE_HERE",
        "QBO_SECRET_NAME": "YOUR_VALUE_HERE"
      }
    }
  }
}

Settings → Developer → Edit Config, merge this into mcpServers, then fully quit and reopen Claude Desktop.

Values are written into the snippet above so you can paste it as is. They never leave your browser.

Automated check passed— started and listed 41 tools correctly (Today).

Overview

The quickbooks-mcp MCP server connects AI assistants to QuickBooks Online through OAuth and MCP tools. It supports SQL-like entity queries, financial reports, account analysis, and creating or editing journals, bills, expenses, invoices, receipts, and related records. Names can be used instead of QuickBooks internal IDs for supported references, while write operations default to draft or preview mode. Reach for it when bookkeepers, accountants, or finance teams need to inspect or update production books through an AI workflow.

Use cases

  • Pull monthly Profit & Loss reports by department or class
  • Investigate transactions affecting a specific account
  • Create draft journal entries with balanced debit and credit lines
  • Prepare vendor bills, expenses, invoices, or sales receipts
  • Review account balances and financial reports in an AI workflow

Key features

  • SQL-like queries across QuickBooks entities
  • Profit & Loss, Balance Sheet, and Trial Balance reports
  • Account transaction and period summary analysis
  • Draft-first creation and editing of accounting records
  • Local OAuth or AWS Secrets Manager credential storage
  • Optional inline output for large responses

Tools41

What Quickbooks MCP lets your agent do. Expand a tool for its parameters.

Verified live~15.3k tokens of context

Security & health

What it can reach and how reliably it runs — from our own checks, not the maintainer’s claims.

ActiveLast checked 2d ago

Recent health check succeeded.

5/5 checks healthy over the last 36d

What it can do

From the 41 tools this server returned when we ran it; 41 declare their own safety hints.

Runs commands · 1Can delete or modify data · 8Handles credentials · 1Makes network requests · 41Read-only tools · 32
Network at startup3 connections
Files written at startupNone
Install scriptsprepare
npm provenanceNot published
Package age271 days
Maintainers1

Observed 2026-10-24 in an isolated sandbox. A description of reach, not a security audit.

Supply-chain signal

No high-severity advisories surfaced by our automated scan.

Critical 0High 0Medium 0Low 0

Scanned 14d ago via OSV.dev · quickbooks-mcp (npm)

Adoption & maintenance

Factual signals from GitHub, npm, and our automated checks — not a rating.

GitHub stars14Stargazers on the source repository.
npm downloads1.2kPackage downloads in the last 30 days.
Last commit4d agoMost recent push to the default branch.
Availability100%Our rolling endpoint + install checks that succeeded.
Install checkPassedOur sandbox started it and listed its tools.
Tools exposed41Callable tools this server registers over MCP.
Directory activity2 viewsConfig copies, upvotes, and views on AllMCPs.

How Quickbooks MCP works

What quickbooks-mcp does

The quickbooks-mcp MCP server exposes QuickBooks Online operations to an MCP-compatible AI assistant. It is aimed at accounting workflows that require both read access and controlled changes, including financial reporting, transaction investigation, account analysis, and document creation.

Read operations include company details, chart-of-accounts listings, SQL-like queries across QuickBooks entities, and standard reports. The reporting tools cover Profit & Loss, Balance Sheet, Trial Balance, and 24 additional report types, including aging, customer and vendor balances, transaction listings, general ledger, journal, sales, cash flow, and detail reports.

Write tools cover journal entries, vendor bills, expenses, sales receipts, and invoices. Each of those record types also has retrieval and editing support where listed. References can use names such as vendors, accounts, customers, and departments rather than requiring every QuickBooks internal ID.

How it works

The server communicates with QuickBooks Online through an OAuth application created in the Intuit developer portal. In local mode, client credentials and OAuth state are stored on the local machine; tokens are refreshed automatically. The qbo_authenticate tool starts and completes the local authorization flow.

For shared or production deployments, credentials can be read from AWS Secrets Manager, while the QuickBooks company ID is stored in AWS Systems Manager Parameter Store. The server can run from the published npm package or from a cloned and built checkout.

Large reports and query results are written to /tmp by default, with the resulting path returned to the client. Setting QBO_INLINE_OUTPUT=true returns response content directly, which is needed for environments that cannot read local temporary files.

Setup and configuration

A QuickBooks Developer account, a QuickBooks app, and Node.js 18 or newer are prerequisites. The app needs the OAuth redirect URI specified by the project. For a local installation, install the package with npx or build the repository, create a credentials file under ~/.quickbooks-mcp/, and call qbo_authenticate from the connected MCP client.

AWS mode requires a Secrets Manager secret containing the QuickBooks credentials and tokens, an SSM parameter containing the company ID, suitable IAM permissions, and environment settings selecting AWS credential storage. The server also supports the QuickBooks sandbox through QBO_SANDBOX=true.

Tools and capabilities

The quickbooks-mcp MCP server provides tools for:

  • Company information, chart-of-accounts filtering, and cross-entity SQL-like queries.
  • Profit & Loss, Balance Sheet, Trial Balance, and other QuickBooks reports.
  • Account transaction history and period summaries, including optional sub-account rollups.
  • Journal entry creation, retrieval, and editing, with debit-credit validation.
  • Bill, expense, sales receipt, and invoice creation, retrieval, and editing.
  • Draft or preview behavior for create and edit operations before changes are committed.

The get_trial_balance tool can add a review pass for wrong-side balances and uncategorized or suspense balances. Account transaction coverage is limited to the posting entity types supported by the tool and is paginated.

Limitations and notes

Local OAuth setup is supported through qbo_authenticate; AWS mode uses stored credentials instead. Temporary-file output can be unsuitable for Claude Desktop and plugin environments unless inline output is enabled.

The server requires QuickBooks Online and does not describe support for QuickBooks Desktop. AWS deployments additionally depend on the stated Secrets Manager, SSM, and IAM configuration. Review the documented entity coverage before relying on account transaction queries for a particular posting type.

Read the full README View source on GitHub

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Frequently Asked Questions about Quickbooks MCP

quickbooks-mcp is an MCP server that connects AI assistants to QuickBooks Online through OAuth. Its main tools query entities, retrieve company and account data, generate financial reports, analyze account transactions, and create or edit journals, bills, expenses, invoices, and sales receipts with draft-first write behavior.

Install it with npx or clone and build the repository. You need a QuickBooks Developer account, a QuickBooks app, and Node.js 18 or newer. Configure local credentials or AWS mode, then connect the MCP server to your client and complete OAuth with qbo_authenticate.

Yes, quickbooks-mcp includes Claude Code configuration examples. Add it to the project’s .mcp.json using npx or the built Node entry point. In some configurations, Claude Code may not pass .mcp.json environment variables reliably, so the documented .env workaround may be required.

Set QBO_INLINE_OUTPUT=true when using Claude Desktop. By default, large reports and query results are written to /tmp, which Claude Desktop and some plugin environments cannot read. Inline output returns those responses directly to the MCP client.

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