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hakeemrabiuDFW

QuickBooks Online MCP Server

qbo_list_customers

Retrieve customer data from QuickBooks Online with filtering options for name, status, and pagination. Returns contact details, balances, and activity status in structured formats.

Instructions

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

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
limitNoMaximum results to return
offsetNoNumber of results to skip
response_formatNoOutput format: 'markdown' for human-readable or 'json' for structured datamarkdown
active_onlyNoOnly return active customers
searchNoSearch term to filter by name or company

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