Allows for querying and managing QuickBooks data, including accounts, bills, and customers, using natural language to interact with the QuickBooks API.
Click on "Install Server".
Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state.
In the chat, type
@followed by the MCP server name and your instructions, e.g., "@QuickBooks MCP ServerShow me all bills created after January 1st, 2024"
That's it! The server will respond to your query, and you can continue using it as needed.
Here is a step-by-step guide with screenshots.
๐งพ QuickBooks MCP Server
A secure, local-first Model Context Protocol (MCP) server to query QuickBooks data using natural language inside Claude Desktop.
โ MCP Review Certification
This MCP Server is certified by MCP Review.
Being listed and certified on MCP Review ensures this server adheres to MCP standards and best practices, and is trusted by the developer community.
Requirements:
Python 3.10 or higher
Environment Setup
For local development, create a .env file in the project root with your QuickBooks credentials:
Then edit the .env file with your actual QuickBooks API credentials:
Note: The .env file is automatically ignored by git for security reasons.
Step 1. Install uv:
MacOS/Linux: curl -LsSf https://astral.sh/uv/install.sh | sh
Windows: powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex"
Step 2. Configure Claude Desktop
Download Claude Desktop.
Launch Claude and go to Settings > Developer > Edit Config.
Modify
claude_desktop_config.jsonwith:
Relaunch Claude Desktop.
The first time you open Claude Desktop with these setting it may take 10-20 seconds before the QuickBooks tools appear in the interface due to the installation of the required packages and the download of the most recent QuickBooks API documentation.
Everytime you launch Claude Desktop, the most recent QuickBooks API tools are made available to your AI assistant.
Step 3. Launch Claude Desktop and let your assistant help you
Examples
Query Accounts
Query Bills
Query Customers