QuickBooks Online MCP server

Read from the package source without running it. The installed server may list more.

• configure_quickbooks

  Configure QuickBooks Online credentials. Call this when the user provides their Intuit Developer app credentials. WORKFLOW: 1. Go to https://developer.intuit.com/ and create an app (or use existing) 2. Get the Client ID and Client Secret from the app's Keys & credentials page 3. Add http://localhost:8000/callback as a Redirect URI 4. Use the OAuth Playground or your app's auth flow to obtain a Ref

• create_quickbooks_billwrite action

  Create a new bill (accounts payable) in QuickBooks Online. Example: { "vendorId": "123", "lines": [{ "description": "Office supplies", "amount": 250, "accountId": "456" }] } WORKFLOW: 1. Use list_quickbooks_vendors to find the vendor ID 2. Use list_quickbooks_accounts to find expense account IDs 3. Create with line items

• create_quickbooks_customerwrite action

  Create a new customer in QuickBooks Online. Example: { "displayName": "Acme Corp" } Example: { "displayName": "Jane Smith", "email": "jane@smith.com", "phone": "555-1234" }

• create_quickbooks_estimatewrite action

  Create a new estimate (quote) in QuickBooks Online. Example: { "customerId": "123", "lines": [{ "description": "Consulting services", "amount": 1500 }] } WORKFLOW: 1. Use list_quickbooks_customers to find the customer ID 2. Create with line items (description + amount required) 3. Optionally set expirationDate and memo COMMON MISTAKES: - customerId is required (use list_quickbooks_customers to fin

• create_quickbooks_invoicewrite action

  Create a new invoice in QuickBooks Online. Example: { "customerId": "123", "lines": [{ "description": "Consulting services", "amount": 1500 }] } WORKFLOW: 1. Use list_quickbooks_customers to find the customer ID 2. Create with line items (description + amount required) 3. Optionally set dueDate and memo COMMON MISTAKES: - customerId is required (use list_quickbooks_customers to find it) - Each lin

• create_quickbooks_vendorwrite action

  Create a new vendor in QuickBooks Online. Example: { "displayName": "Office Depot" } Example: { "displayName": "AWS", "email": "billing@aws.amazon.com", "companyName": "Amazon Web Services" }

• download_quickbooks_invoice_pdf

  Download an invoice as a PDF file from QuickBooks Online. Returns the local file path where the PDF has been saved (system temp directory). Example: { "invoiceId": "123" } WORKFLOW: 1. Use list_quickbooks_invoices to find the invoice ID 2. Download the PDF, then attach or share the saved file

• get_quickbooks_entity

  Get a single QuickBooks entity by type and ID. Example: { "entityType": "Invoice", "entityId": "123" } Supported entity types: Account, Bill, BillPayment, Customer, Employee, Estimate, Invoice, Item, JournalEntry, Purchase, Vendor

• get_quickbooks_reportwrite action

  Run a financial report from QuickBooks Online. Reports available: ProfitAndLoss, BalanceSheet, CashFlow, AgedReceivables, AgedPayables. Example: { "report": "ProfitAndLoss", "startDate": "2026-01-01", "endDate": "2026-03-31" } Example: { "report": "AgedReceivables", "asOfDate": "2026-03-31" } WORKFLOW: 1. ProfitAndLoss / BalanceSheet / CashFlow cover a date range (startDate + endDate) 2. AgedRecei

• list_quickbooks_accounts

  List chart of accounts from QuickBooks Online. Returns: Id, Name, AccountType, AccountSubType, CurrentBalance, Active. Example: {} Example: { "accountType": "Expense" } Account types: Bank, Accounts Receivable, Other Current Asset, Fixed Asset, Other Asset, Accounts Payable, Credit Card, Other Current Liability, Long Term Liability, Equity, Income, Cost of Goods Sold, Expense, Other Income, Other

• list_quickbooks_bills

  List bills (accounts payable) from QuickBooks Online. Returns: Id, DocNumber, TxnDate, DueDate, Balance, TotalAmt, VendorRef. Example: {} Example: { "vendorId": "123" }

• list_quickbooks_customers

  List customers from QuickBooks Online. Returns: Id, DisplayName, PrimaryEmailAddr, PrimaryPhone, Balance, Active. Example: {} Example: { "active": true } Example: { "searchTerm": "Smith" }

• list_quickbooks_employees

  List employees from QuickBooks Online. Returns: Id, DisplayName, PrimaryEmailAddr, PrimaryPhone, Active. Example: {}

• list_quickbooks_estimates

  List estimates (quotes) from QuickBooks Online. Returns: Id, DocNumber, TxnDate, ExpirationDate, TotalAmt, TxnStatus, CustomerRef, Line items. Example: {} Example: { "status": "Pending" } Example: { "customerId": "123" } WORKFLOW: 1. Call with no args to see recent estimates 2. Filter by status (Pending/Accepted/Closed/Rejected) or customer 3. Use get_quickbooks_entity with entityType "Estimate" f

• list_quickbooks_invoices

  List invoices from QuickBooks Online. Returns: Id, DocNumber, TxnDate, DueDate, Balance, TotalAmt, CustomerRef, Line items. Example: {} Example: { "status": "unpaid" } Example: { "customerId": "123" } WORKFLOW: 1. Call with no args to see recent invoices 2. Filter by status (unpaid/paid/overdue) or customer 3. Use get_quickbooks_entity for full invoice details

• list_quickbooks_vendors

  List vendors from QuickBooks Online. Returns: Id, DisplayName, PrimaryEmailAddr, PrimaryPhone, Balance, Active. Example: {} Example: { "searchTerm": "Office" }

• query_quickbookswrite action

  Run a QuickBooks query using the QuickBooks Query Language. Returns matching entities. QuickBooks uses a SQL-like query language. Example: { "query": "SELECT * FROM Invoice WHERE Balance > '0' ORDERBY DueDate" } Example: { "query": "SELECT * FROM Customer WHERE Active = true" } WORKFLOW: 1. Use this for flexible searches across any entity type 2. Entity names are PascalCase: Invoice, Customer, Ven

• send_quickbooks_invoice_emailwrite action

  Email an invoice to its customer via QuickBooks Online. Example: { "invoiceId": "123" } Example: { "invoiceId": "123", "sendTo": "billing@example.com" } WORKFLOW: 1. Use list_quickbooks_invoices to find the invoice ID 2. Send to the invoice's billing email, or override with sendTo Note: this emails a real customer.

• update_quickbooks_customerwrite action

  Sparse-update an existing customer in QuickBooks Online. Example: { "customerId": "123", "email": "ap@example.com" } Example: { "customerId": "123", "active": false } If syncToken is omitted the customer is read first to obtain the current one (QuickBooks rejects stale SyncTokens). Setting active to false deactivates the customer.

• update_quickbooks_invoicewrite action

  Sparse-update an existing invoice in QuickBooks Online (header fields only — line items cannot be sparse-updated). Example: { "invoiceId": "123", "dueDate": "2026-04-01" } Example: { "invoiceId": "123", "memo": "Net 30", "privateNote": "Chased 2026-03-01" } If syncToken is omitted the invoice is read first to obtain the current one (QuickBooks rejects stale SyncTokens).

• update_quickbooks_vendorwrite action

  Sparse-update an existing vendor in QuickBooks Online. Example: { "vendorId": "123", "email": "ap@example.com" } Example: { "vendorId": "123", "active": false } If syncToken is omitted the vendor is read first to obtain the current one (QuickBooks rejects stale SyncTokens). Setting active to false deactivates the vendor.

• Code scan41 source files scanned25/25
• –Live reliabilityno gateway calls yet and no remote to proben/a
• –Tool poisoningtools not inspected (local package is not executed); not countedn/a
• Auth qualitystatic API keys via environment variables6/15
• Maintenancelast push 0 days ago15/15
• Maintainer identityregistry namespace matches repository owner; GitHub account older than a year9/10

Safety score

85/100

higher than 82% of 1,765 Finance servers

Tools

21

the typical Finance server has 9

Tools that change things

52%

typical: 0%. Fewer write tools means less an agent can break

GitHub stars

14

more than 90% of 957 Finance servers

Downloads a week

98

more than 58% of 505 Finance servers with a package

QuickBooks Online: common questions

Is QuickBooks Online MCP server safe?

Yes, by our scan: it is graded A (85/100). Read the QuickBooks Online safety report

How do I install QuickBooks Online?

It runs on your machine. Copy the Claude Code, Cursor, VS Code or Claude Desktop config from the install section.

Does QuickBooks Online need an API key?

Yes. The registry entry asks for QUICKBOOKS_CLIENT_SECRET, QUICKBOOKS_REFRESH_TOKEN.

Is QuickBooks Online maintained?

The last commit was 11 days ago (2026-11-04). The latest release is v0.4.3.

What can I use instead of QuickBooks Online?

Servers from other publishers that do the same job: Quickbooks MCP server, Quickbooks MCP server and T-Bank MCP server. Compare all QuickBooks Online alternatives.

How does QuickBooks Online compare with other Finance MCP servers?

safety score 85/100 (higher than 82% of 1,765 Finance servers); tools 21 (the typical Finance server has 9); tools that change things 52% (typical: 0%. Fewer write tools means less an agent can break). Full comparison.