QuickBooks Online
The QuickBooks MCP Server lets AI assistants access QuickBooks data via a standard interface. It uses the Model Context Protocol to expose QBO features as callable tools, enabling developers to build AI apps that fetch real-time QBO data through MCP.
What is QuickBooks Online?
QuickBooks Online is a Model Context Protocol (MCP) server that allows AI assistants like Claude, Cursor, and VS Code to quickbooks mcp server lets ai assistants access quickbooks data via a standard interface. it uses the model context protocol to expose qbo features as callable tools, enabling developers to build ai a...
The QuickBooks MCP Server lets AI assistants access QuickBooks data via a standard interface. It uses the Model Context Protocol to expose QBO features as callable tools, enabling developers to build AI apps that fetch real-time QBO data through MCP.
This server falls under the Finance & Fintech category on MCPgee, the world's largest MCP server directory with 33,000+ servers.
Features
- The QuickBooks MCP Server lets AI assistants access QuickBoo
Use Cases
Maintainer
Works with
Installation
Manual Installation
npx quickbooks-onlineConfiguration
Configuration Details
claude_desktop_config.json
Performance
Response Metrics
Resource Usage
How to Set Up and Use QuickBooks Online
The QuickBooks Online MCP Server provides AI assistants with a standardized interface to all 144 QuickBooks Online operations, covering 29 entity types — customers, invoices, vendors, bills, accounts, payments, and more — plus 11 financial reports including balance sheets, P&L statements, and cash flow analysis. Built by Intuit and backed by 396 unit tests, it uses OAuth 2.0 to authenticate securely with QuickBooks and exposes consistent create/read/update/delete tools for every supported entity. Finance teams and developers can use it to build AI-powered accounting workflows, answer real-time questions about business finances, and automate reporting without writing custom API integrations.
Prerequisites
- Node.js 18+ and npm installed
- An Intuit Developer account at developer.intuit.com
- A QuickBooks Online company (sandbox or production)
- OAuth 2.0 credentials: Client ID, Client Secret, Refresh Token, and Realm ID
- An MCP-compatible client such as Claude Desktop
Clone and install the server
Clone the repository and install all Node.js dependencies.
git clone https://github.com/intuit/quickbooks-online-mcp-server.git
cd quickbooks-online-mcp-server
npm install
npm run buildRegister your app in the Intuit Developer Portal
Go to developer.intuit.com, create a new app, and obtain your Client ID and Client Secret. For sandbox testing, add http://localhost:8000/callback as a redirect URI.
Complete the OAuth flow to get tokens
Run the built-in auth helper to complete the OAuth 2.0 handshake. This will open a browser window, prompt you to authorize the app, and save your Refresh Token and Realm ID.
npm run authConfigure environment variables
Set the five required environment variables. You can create a .env file or pass them directly in the MCP client config.
QUICKBOOKS_CLIENT_ID=your_client_id
QUICKBOOKS_CLIENT_SECRET=your_client_secret
QUICKBOOKS_REFRESH_TOKEN=your_refresh_token
QUICKBOOKS_REALM_ID=your_realm_id
QUICKBOOKS_ENVIRONMENT=sandboxAdd the server to your MCP client configuration
Register the built server in claude_desktop_config.json. Use the absolute path to the compiled dist/index.js file.
{
"mcpServers": {
"quickbooks": {
"command": "node",
"args": ["/absolute/path/to/quickbooks-online-mcp-server/dist/index.js"],
"env": {
"QUICKBOOKS_CLIENT_ID": "your_client_id",
"QUICKBOOKS_CLIENT_SECRET": "your_client_secret",
"QUICKBOOKS_REFRESH_TOKEN": "your_refresh_token",
"QUICKBOOKS_REALM_ID": "your_realm_id",
"QUICKBOOKS_ENVIRONMENT": "sandbox"
}
}
}
}Optionally restrict write operations
If you want read-only access, set the disable flags to prevent create, update, or delete tools from appearing in the context.
QUICKBOOKS_DISABLE_WRITE=true
QUICKBOOKS_DISABLE_UPDATE=true
QUICKBOOKS_DISABLE_DELETE=trueQuickBooks Online Examples
Client configuration
Full claude_desktop_config.json entry for the QuickBooks Online MCP server with sandbox credentials.
{
"mcpServers": {
"quickbooks": {
"command": "node",
"args": ["/Users/yourname/quickbooks-online-mcp-server/dist/index.js"],
"env": {
"QUICKBOOKS_CLIENT_ID": "ABcd1234efGH5678",
"QUICKBOOKS_CLIENT_SECRET": "secret_xyz",
"QUICKBOOKS_REFRESH_TOKEN": "RT_abc123",
"QUICKBOOKS_REALM_ID": "9341452660000000",
"QUICKBOOKS_ENVIRONMENT": "sandbox"
}
}
}
}Prompts to try
Example prompts for accounting queries and financial reporting using the QuickBooks Online MCP tools.
- "Get the profit and loss statement for Q1 2025."
- "List all unpaid invoices for customers with balances over $1,000."
- "Create a new customer record for Acme Corp with email [email protected]."
- "Show me all bills from vendors due in the next 30 days."
- "Generate a balance sheet as of today and highlight any accounts with negative balances."Troubleshooting QuickBooks Online
OAuth flow fails or redirect URI is rejected
In the Intuit Developer Portal, ensure http://localhost:8000/callback is listed as an allowed redirect URI for your app. For production, you need a public HTTPS URL; use ngrok (ngrok http 8000) to expose a temporary tunnel.
API calls return 401 Unauthorized after initial setup
Refresh tokens expire; run npm run auth again to generate a new QUICKBOOKS_REFRESH_TOKEN and update it in your MCP client config. The server handles token refresh during normal operation, but an expired refresh token requires re-authorization.
Too many tools are being injected into the context window
With 144 tools the context overhead can be significant. Set QUICKBOOKS_DISABLE_WRITE=true, QUICKBOOKS_DISABLE_UPDATE=true, and QUICKBOOKS_DISABLE_DELETE=true to remove mutation tools and reduce the number to read-only and report tools only.
Frequently Asked Questions about QuickBooks Online
What is QuickBooks Online?
QuickBooks Online is a Model Context Protocol (MCP) server that quickbooks mcp server lets ai assistants access quickbooks data via a standard interface. it uses the model context protocol to expose qbo features as callable tools, enabling developers to build ai apps that fetch real-time qbo data through mcp. It connects AI assistants to external tools and data sources through a standardized interface.
How do I install QuickBooks Online?
Follow the installation instructions on the QuickBooks Online GitHub repository. Clone the repo, install dependencies, and add the server config to your AI client.
Which AI clients work with QuickBooks Online?
QuickBooks Online works with all major MCP-compatible AI clients including Claude Desktop, Claude Code, Cursor, VS Code (GitHub Copilot), Windsurf, and Cline.
Is QuickBooks Online free to use?
Yes, QuickBooks Online is open source and available under the Apache-2.0 license. You can use it freely in both personal and commercial projects.
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