laf-rge/quickbooks-mcp
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MCP server for QuickBooks Online - query, create, and edit accounting data with Claude
概要
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. 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 . 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: 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. Every create and edit operation defaults to . You see exactly what will be written to your books before committing. No accidental journal entries or misclassified expenses.
README
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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.
Safe by default
Every create and edit operation defaults to draft/preview mode. You see exactly what will be written to your books before committing. No accidental journal entries or misclassified expenses.
One query tool instead of dozens
Instead of separate search tools for each entity type, a single SQL-like query tool works across all QuickBooks entities. AI assistants write SQL naturally, and QuickBooks validates it — no field whitelists to maintain.
"SELECT * FROM Purchase WHERE TxnDate >= '2025-01-01' AND TxnDate <= '2025-01-31'"
Production-ready credential management
Store credentials locally for personal use, or in AWS Secrets Manager for shared environments. OAuth tokens refresh automatically and persist across sessions.
At a glance
| Intuit Official | This Server | |
|---|---|---|
| Audience | Developers exploring the API | Bookkeepers, CFOs, accountants |
| Name resolution | Requires internal QB IDs | Resolves names automatically |
| Financial reports | None | P&L, Balance Sheet, Trial Balance |
| Write safety | Executes immediately | Draft preview by default |
| Query approach | Entity-specific search tools | SQL-like queries across all entities |
| Credentials | Local .env file |
Local file or AWS Secrets Manager |
| Distribution | Clone from GitHub | npx quickbooks-mcp |
Prerequisites
- QuickBooks Developer Account: Register at developer.intuit.com
- Node.js 18+
Installation Options
Choose the setup that fits your use case:
| Setup | Best For |
|---|---|
| NPM Install | Quick setup, using your own QuickBooks app |
| Local Checkout | Development, customization |
インストール
npx -y quickbooks-mcp設定
{
"mcpServers": {
"quickbooks": {
"command": "npx",
"args": ["-y", "quickbooks-mcp"]
}
}
}