QuickBooks Online MCP Server

List all customers from QuickBooks Online.

Returns customer details including name, email, phone, balance, and status.

Args:

• limit (number): Maximum results (default: 100, max: 1000)

• offset (number): Skip results for pagination

• active_only (boolean): Only active customers (default: true)

• search (string): Filter by name/company

• response_format: 'markdown' or 'json'

Returns: List of customers with: Id, DisplayName, PrimaryEmailAddr, PrimaryPhone, Balance, Active

List invoices from QuickBooks Online with filtering options.

Args:

• limit/offset: Pagination

• customer_id: Filter by specific customer

• status: 'all', 'open', 'paid', or 'overdue'

• start_date/end_date: Date range filter (YYYY-MM-DD)

• response_format: 'markdown' or 'json'

Returns: Invoice list with: Id, DocNumber, CustomerRef, TxnDate, DueDate, TotalAmt, Balance

Create a new invoice in QuickBooks Online.

Args:

• customer_id (required): The QuickBooks customer ID

• line_items (required): Array of {description, amount, quantity}

• due_date: Invoice due date (YYYY-MM-DD)

• memo: Notes visible to customer

Returns: Created invoice details including Id, DocNumber, and TotalAmt

List vendors/suppliers from QuickBooks Online.

Args:

• limit/offset: Pagination

• active_only: Only active vendors (default: true)

• response_format: 'markdown' or 'json'

Returns: Vendor list with: Id, DisplayName, Email, Phone, Balance

List bills/payables from QuickBooks Online.

Args:

• limit/offset: Pagination

• vendor_id: Filter by vendor

• status: 'all', 'unpaid', or 'paid'

• response_format: 'markdown' or 'json'

Returns: Bill list with: Id, VendorRef, TxnDate, DueDate, TotalAmt, Balance

List chart of accounts from QuickBooks Online.

Args:

• account_type: Filter by type ('all', 'Bank', 'Accounts Receivable', etc.)

• response_format: 'markdown' or 'json'

Returns: Account list with: Id, Name, AccountType, CurrentBalance

Generate a Profit & Loss (Income Statement) report.

Args:

• start_date: Report start date (YYYY-MM-DD)

• end_date: Report end date (YYYY-MM-DD)

• response_format: 'markdown' or 'json'

Returns: P&L report with Income, Cost of Goods Sold, Expenses, and Net Income