scottcjn/qb-auto

Browser automation

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Repository Install

MCP (Model Context Protocol) server that gives Claude Code native tools for QuickBooks Online automation.

개요

MCP (Model Context Protocol) server that gives Claude Code native tools for QuickBooks Online automation.

README

qb-auto — QuickBooks MCP Server

MCP (Model Context Protocol) server that gives Claude Code native tools for QuickBooks Online automation.

Replaces 50K-token browser_snapshot round-trips with targeted DOM extraction (~200-500 tokens) and compound Playwright actions that complete entire workflows in one tool call.

Tools

Tool	Description
`qb_page_state`	Check current page/dialog state (~50 tokens)
`qb_list_invoices`	List all visible invoices with optional customer filter
`qb_invoice_state`	Inspect an open invoice form (line items, totals)
`qb_receive_payment`	Record a payment (navigate → fill → save → confirm)
`qb_create_invoice`	Create a new invoice with line items
`qb_delete_line_item`	Delete a line from an existing invoice
`qb_edit_payment_amount`	Edit an existing payment amount
`qb_batch_receive_payments`	Record multiple payments in sequence
`qb_report`	Run any QBO report (30+ report types) with date range options
`qb_report_pnl`	Profit & Loss (income statement)
`qb_report_balance_sheet`	Balance Sheet (assets, liabilities, equity)
`qb_report_ar_aging`	A/R Aging Summary (who owes, how overdue)
`qb_report_customer_balance`	Customer Balance Summary
`qb_report_open_invoices`	Open (unpaid) Invoices
`qb_report_vendor_balance`	Vendor Balance Summary

Token Savings

Workflow	Before (snapshots)	After (MCP)	Savings
Receive Payment	~290K tokens	~13K tokens	95%
Create Invoice	~350K tokens	~18K tokens	95%
Full session (5 ops)	~500K tokens	~45K tokens	91%

Setup

Prerequisites

Python 3.10+
mcp and playwright packages
Chrome running with remote debugging: google-chrome --remote-debugging-port=9222

Install

pip install mcp playwright
playwright install chromium

Register with Claude Code

Add to ~/.mcp.json:

{
  "mcpServers": {
    "quickbooks": {
      "type": "stdio",
      "command": "python3",
      "args": ["/path/to/qb-auto/server.py"]
    }
  }
}

Configuration

The server connects to Chrome via CDP (Chrome DevTools Protocol) on port 9222 by default. Set the CDP_PORT variable in server.py if using a different port.

Architecture

Extractors: JavaScript functions injected via page.evaluate() that return compact JSON from QB’s DOM using ARIA selectors
Actions: Complete Playwright workflows using getByRole() and getByLabel() — ARIA-stable selectors that survive QB page reloads
Playbook: PLAYBOOK.md contains the full reference for manual use with browser_evaluate/browser_run_code

Files

File	Purpose
`server.py`	MCP server with 15 tools
`extractors.js`	Standalone JS extractor functions (reference)
`actions.js`	Playwright action templates (reference)
`PLAYBOOK.md`	Quick reference for manual browser automation

How It Works

Claude calls qb_receive_payment(invoice_num="6865", amount="22500", method="ACH")
Server connects to your Chrome browser via CDP
Navigates to QB invoices, finds the invoice, opens payment dialog
Fills method, amount, saves, handles confirmations
Returns compact JSON result (~200 tokens)

No browser snapshots. No 50K token pages. One tool call = one complete operation.

License

MIT

View this README on GitHub

설치

This server does not publish a one-line install command.

Open the repository installation guide

설정

{
  "mcpServers": {
    "quickbooks": {
      "type": "stdio",
      "command": "python3",
      "args": ["/path/to/qb-auto/server.py"]
    }
  }
}