QuickBooks Online 的 MCP 服务器 - 查询、创建和编辑与 Claude 的会计数据
概览
QuickBooks Online的MCP服务器——为在日常工作流程中使用AI助手的簿记员,CFO和会计师所建. 请您的AI助手拉出P&L报告,创建日记条目,或者调查账户余额——使用平话,而不是API有效载荷. Intuit提供官方MCP服务器,是开发者探索QuickBooks API的坚实起点. 这个服务器采取了不同的方法:它的设计对象是. 因图伊特的服务器需要QuickBooks内部的ID每个引用——在创建帐单前需要查询一个供应商的ID. 此服务器自动解析名称 : 这是唯一拥有报告工具的QuickBooks MCP服务器. 按月、部门或班级划分的“P&L”、“平衡表”或“试算表”,而不离开你的AI对话。 每个创建和编辑操作默认为 . 你看看在犯罪前 书上会写些什么 没有意外日记账或错误分类支出.
概述（AI 翻译）
QuickBooks Online的MCP服务器——为在日常工作流程中使用AI助手的簿记员,CFO和会计师所建.
请您的AI助手拉出P&L报告,创建日记条目,或者调查账户余额——使用平话,而不是API有效载荷.
□为什么这个服务器?
Intuit提供官方MCP服务器,是开发者探索QuickBooks API的坚实起点. 这个服务器采取了不同的方法:它的设计对象是在生产簿中工作的金融专业人士.
QQ 使用自然语言, 而不是内部的ID
因图伊特的服务器需要QuickBooks内部的ID每个引用——在创建帐单前需要查询一个供应商的ID. 此服务器自动解析名称 :
财务报告
这是唯一拥有报告工具的QuickBooks MCP服务器. 按月、部门或班级划分的“P&L”、“平衡表”或“试算表”,而不离开你的AI对话。
默认安全
每个创建和编辑操作默认为Draft/preview模式. 你看看在犯罪前 书上会写些什么 没有意外日记账或错误分类支出.
本页由 AI 翻译，技术细节请以原文为准。
README
以下为原文 README 节选，完整内容请查看原文。
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 |
安装
npx -y quickbooks-mcp配置
{
"mcpServers": {
"quickbooks": {
"command": "npx",
"args": ["-y", "quickbooks-mcp"]
}
}
}