QuickBooks
This repository provides an MCP (Model Context Protocol) server for seamless interaction with all public QuickBooks APIs. It is designed to be integrated with Claude Desktop, enabling AI assistants to query, retrieve, and manipulate QuickBooks data p
What is QuickBooks?
QuickBooks is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to this repository provides an mcp (model context protocol) server for seamless interaction with all public quickbooks apis. it is designed to be integrated with claude desktop, enabling ai assistants to...
This repository provides an MCP (Model Context Protocol) server for seamless interaction with all public QuickBooks APIs. It is designed to be integrated with Claude Desktop, enabling AI assistants to query, retrieve, and manipulate QuickBooks data p
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- This repository provides an MCP (Model Context Protocol) ser
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx quickbooksConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use QuickBooks
QuickBooks MCP Server provides Claude and other AI agents with natural-language access to all public QuickBooks Online APIs. It supports querying accounts, bills, customers, invoices, and other financial entities using OAuth2 credentials, and can target either the sandbox or production QuickBooks environment — making it suitable for testing financial workflows before deploying against live data.
Prerequisites
- Python 3.10+ installed
- A QuickBooks Online account (sandbox or production)
- A QuickBooks app created at https://developer.intuit.com with OAuth2 credentials (client ID and client secret)
- A valid QuickBooks refresh token and company ID obtained through the OAuth2 flow
- uv package manager installed (curl -LsSf https://astral.sh/uv/install.sh | sh)
Clone the repository
Clone the QuickBooks MCP server repository from GitHub.
git clone https://github.com/nikhilgy/quickbooks-mcp-server.git
cd quickbooks-mcp-serverCreate the .env credentials file
Copy the provided template and fill in your QuickBooks API credentials. The refresh token is obtained by completing the OAuth2 authorization flow for your QuickBooks app.
cp env_template.txt .env
# Edit .env with your credentials
# QUICKBOOKS_CLIENT_ID=ABCxyz...
# QUICKBOOKS_CLIENT_SECRET=ABCxyz...
# QUICKBOOKS_REFRESH_TOKEN=AB11xxxxxxxxxxxxxxxxxx
# QUICKBOOKS_COMPANY_ID=1234567890
# QUICKBOOKS_ENV=sandboxInstall dependencies with uv
Install the Python package and its dependencies using uv for fast, reproducible installation.
# Install uv if not present
curl -LsSf https://astral.sh/uv/install.sh | sh
# Install project dependencies
uv pip install -e .Configure Claude Desktop
Add the QuickBooks MCP server to claude_desktop_config.json. Pass credentials via the env block — do not store secrets in the args array.
{
"mcpServers": {
"quickbooks": {
"command": "uv",
"args": [
"--directory",
"/path/to/quickbooks-mcp-server",
"run",
"main_quickbooks_mcp.py"
],
"env": {
"QUICKBOOKS_CLIENT_ID": "your_client_id",
"QUICKBOOKS_CLIENT_SECRET": "your_client_secret",
"QUICKBOOKS_REFRESH_TOKEN": "your_refresh_token",
"QUICKBOOKS_COMPANY_ID": "your_company_id",
"QUICKBOOKS_ENV": "sandbox"
}
}
}
}Allow 10-20 seconds on first launch
The first startup downloads API documentation and installs any remaining packages. Subsequent launches are faster. Check Claude Desktop logs if the server does not appear.
QuickBooks Examples
Client configuration
Full claude_desktop_config.json entry for the QuickBooks MCP server using uv to run the main script.
{
"mcpServers": {
"quickbooks": {
"command": "uv",
"args": [
"--directory",
"/home/user/quickbooks-mcp-server",
"run",
"main_quickbooks_mcp.py"
],
"env": {
"QUICKBOOKS_CLIENT_ID": "ABCxyz123",
"QUICKBOOKS_CLIENT_SECRET": "ABCxyz456",
"QUICKBOOKS_REFRESH_TOKEN": "AB11xxxxxxxxxxxxxxxxxxxxxxxxxxx",
"QUICKBOOKS_COMPANY_ID": "9341453082938498",
"QUICKBOOKS_ENV": "sandbox"
}
}
}
}Prompts to try
Natural-language prompts for querying QuickBooks financial data through Claude.
- "Get all accounts from QuickBooks and organize them by account type"
- "Get all bills created after 2024-01-01 and show the total amount due"
- "List all customers with their email addresses and outstanding balances"
- "Show me a summary of income and expenses for the last quarter"
- "Find all unpaid invoices and sort them by due date"Troubleshooting QuickBooks
OAuth2 token expired or invalid refresh token error
QuickBooks refresh tokens expire after 100 days of inactivity. Re-authorize your QuickBooks app via the OAuth2 flow at https://developer.intuit.com/app/developer/playground to obtain a new refresh token, then update QUICKBOOKS_REFRESH_TOKEN in your .env file and Claude Desktop config.
Company not found or wrong company ID
Find your QuickBooks Company ID (also called Realm ID) by logging into the QuickBooks developer portal, navigating to your app, and checking the OAuth2 Playground response. It appears as realmId in the token response.
Server takes more than 20 seconds to start or never appears in Claude
On first launch the server downloads API documentation. If it hangs, check internet connectivity. Also verify that uv is installed and on PATH by running: uv --version in a terminal. Check Claude Desktop logs at ~/Library/Logs/Claude/ on macOS.
Frequently Asked Questions about QuickBooks
What is QuickBooks?
QuickBooks is a Model Context Protocol (MCP) server that this repository provides an mcp (model context protocol) server for seamless interaction with all public quickbooks apis. it is designed to be integrated with claude desktop, enabling ai assistants to query, retrieve, and manipulate quickbooks data p It connects AI assistants to external tools and data sources through a standardized interface.
How do I install QuickBooks?
Follow the installation instructions on the QuickBooks GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with QuickBooks?
QuickBooks works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is QuickBooks free to use?
Yes, QuickBooks is open source and available under the MIT license. You can use it freely in both personal and commercial projects.
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Set Up QuickBooks in Your Editor
Choose your AI client for step-by-step setup instructions.
Quick Config Preview
Add this to your claude_desktop_config.json or .cursor/mcp.json
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