io.github.codespar/mcp-quickbooks — MCP server for QuickBooks Online

This Model Context Protocol (MCP) server provides access to QuickBooks Online (Intuit) business data for customers, invoices, payments, items, accounts, and P&L. It is presented with tooling (22 tools total) intended to support accounting workflows through MCP tool interfaces.

🛠️ Key Features

Focus on QuickBooks Online (Intuit) entities: customers, invoices, payments, items, accounts, and P&L
Exposes 22 tools via MCP (tool list shown in the README)

🚀 Use Cases

Managing customer records in QuickBooks Online
Handling invoicing and payment flows
Working with account and P&L data

⚡ Developer Benefits

Standardized MCP integration for QuickBooks Online (Intuit) API workflows
Tool-oriented access to accounting primitives (customers, invoices, payments, items, accounts, P&L)

⚠️ Limitations

Only described as targeting QuickBooks Online (Intuit); no other ERP/payments systems are listed for this specific server

@codespar/mcp-quickbooks

MCP server for QuickBooks Online (Intuit) — the most-used accounting platform in the US and UK, and the global default for small-business ERP.

This is our global accounting anchor. While the catalog covers BR/LatAm ERPs (Omie, Conta Azul, Alegra, Bling, Tiny), LatAm SaaS companies that invoice international customers — or subsidiaries of US parent companies — almost universally keep their books in QuickBooks.

Tools (22)

Tool

Purpose

create_customer

Create a customer in QuickBooks Online.

update_customer

Update a customer.

get_customer

Retrieve a customer by QuickBooks entity id.

list_customers

Query customers using QBO's SQL-like query language.

create_invoice

Create an invoice.

update_invoice

Update an invoice.

void_invoice

Void an invoice.

delete_invoice

Delete an invoice.

get_invoice

Retrieve an invoice by QuickBooks entity id.

send_invoice

Email an invoice to the customer.

create_payment

Record a customer payment against one or more invoices.

get_payment

Retrieve a payment by QuickBooks entity id.

create_item

Create a product or service item.

list_items

Query items using QBO's SQL-like query language.

create_bill

Create a bill (AP / money owed to a vendor).

list_bills

Query bills using QBO's SQL-like query language.

create_vendor

Create a vendor (supplier).

list_vendors

Query vendors using QBO's SQL-like query language.

create_estimate

Create an estimate (quote).

create_sales_receipt

Create a sales receipt (paid-on-the-spot sale — combines invoice + payment).

list_accounts

Query the chart of accounts using QBO's SQL-like query language.

get_profit_and_loss_report

Run a Profit and Loss report for a date range.

QB_ACCESS_TOKEN="..." # OAuth2 bearer (expires in 1hr — caller refreshes) QB_REALM_ID="..." # company id, issued on authorization QB_ENV="sandbox" # or "production". Default: sandbox QB_MINOR_VERSION="70" # optional, default 70

Query language

QuickBooks list endpoints use a SQL-like syntax passed via ?query=. Examples:

sql

SELECT * FROM Customer WHERE Active = true MAXRESULTS 50
SELECT * FROM Item WHERE Type = 'Service'
SELECT * FROM Account WHERE AccountType = 'Income'

Pass the full query string to list_customers, list_items, list_accounts.

Install

Configuration

Environment variables

QB_ACCESS_TOKENrequiredsecret

QuickBooks OAuth2 bearer access token. Expires in 1hr — caller is responsible for refresh via Intuit's OAuth2 auth_code flow.

QB_REALM_IDrequired

QuickBooks company id (realmId). Issued when a user authorizes your app against a specific company.

QB_ENV

QuickBooks environment: 'sandbox' (default) or 'production'. Selects sandbox-quickbooks.api.intuit.com vs quickbooks.api.intuit.com.

QB_MINOR_VERSION

QuickBooks API minor version. Defaults to 70.

Add to VS Code Add to Cursor

claude_desktop_config.json

json

{
  "mcpServers": {
    "mcp-quickbooks": {
      "command": "npx",
      "args": [
        "-y",
        "@codespar/mcp-quickbooks@0.2.2"
      ],
      "env": {
        "QB_ACCESS_TOKEN": "<YOUR_QB_ACCESS_TOKEN>",
        "QB_REALM_ID": "<YOUR_QB_REALM_ID>",
        "QB_ENV": "<YOUR_QB_ENV>",
        "QB_MINOR_VERSION": "<YOUR_QB_MINOR_VERSION>"
      }
    }
  }
}

io.github.codespar/mcp-quickbooks