QuickBooks Online MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| MCP_TRANSPORT | No | Transport mode: 'http' for remote multi-company server (defaults to stdio) | |
| QBO_CLIENT_ID | No | Client ID for remote multi-company mode (alternative to QUICKBOOKS_CLIENT_ID) | |
| PUBLIC_BASE_URL | No | Public base URL for remote multi-company mode | |
| QBO_ENVIRONMENT | No | Environment for remote multi-company mode (sandbox or production) | |
| MCP_BEARER_TOKEN | No | Bearer token for securing remote MCP endpoints | |
| QBO_CLIENT_SECRET | No | Client secret for remote multi-company mode (alternative to QUICKBOOKS_CLIENT_SECRET) | |
| QUICKBOOKS_REALM_ID | Yes | Your QuickBooks company ID | |
| QUICKBOOKS_CLIENT_ID | Yes | Your Intuit app client ID | |
| QUICKBOOKS_ENVIRONMENT | No | QuickBooks environment (sandbox or production), defaults to sandbox | sandbox |
| QUICKBOOKS_CLIENT_SECRET | Yes | Your Intuit app client secret | |
| QUICKBOOKS_DISABLE_WRITE | No | Set to 'true' to suppress create_* tools | |
| QUICKBOOKS_REFRESH_TOKEN | Yes | Your OAuth refresh token | |
| QUICKBOOKS_DISABLE_DELETE | No | Set to 'true' to suppress delete_* tools | |
| QUICKBOOKS_DISABLE_UPDATE | No | Set to 'true' to suppress update_* tools |
Instructions
Guidance the server publishes about itself, which clients place ahead of the tool catalog so the model reads it before choosing anything.
This server publishes no instructions, or was last inspected before Glama recorded them.
Capabilities
Features and capabilities supported by this server
Protocol revision2025-11-25
| Capability | Details |
|---|---|
| tools | {
"listChanged": true
} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| create_customerC | Create a customer in QuickBooks Online. |
| get_customerB | Get a customer by Id from QuickBooks Online. |
| update_customerC | Update an existing customer in QuickBooks Online. |
| delete_customerB | Delete (make inactive) a customer in QuickBooks Online. |
| search_customersC | Search customers in QuickBooks Online that match given criteria. |
| create_estimateC | Create an estimate in QuickBooks Online. |
| get_estimateC | Get an estimate by Id from QuickBooks Online. |
| update_estimateC | Update an estimate in QuickBooks Online. |
| delete_estimateC | Delete (void) an estimate in QuickBooks Online. |
| search_estimatesC | Search estimates in QuickBooks Online that match given criteria. |
| create-billC | Create a bill in QuickBooks Online. |
| update-billC | Update a bill in QuickBooks Online. |
| delete-billC | Delete a bill in QuickBooks Online. |
| get-billB | Get a bill by ID from QuickBooks Online. |
| search_billsC | Search bills in QuickBooks Online that match given criteria. |
| read_invoiceC | Read a single invoice from QuickBooks Online by its ID. |
| search_invoicesC | Search invoices in QuickBooks Online using criteria (maps to node-quickbooks findInvoices). |
| create_invoiceC | Create an invoice in QuickBooks Online. |
| update_invoiceB | Update an existing invoice in Quickbooks by ID (sparse update). |
| delete_invoiceB | Delete (void) an invoice in QuickBooks Online. |
| create_accountB | Create a chart‑of‑accounts entry in QuickBooks Online. |
| get_accountB | Get a single account by ID from QuickBooks Online. |
| update_accountC | Update an existing chart‑of‑accounts entry in Quickbooks. |
| search_accountsC | Search chart‑of‑accounts entries using criteria. |
| read_itemA | Read a single item in QuickBooks Online by its ID. |
| search_itemsC | Search items in QuickBooks Online using criteria (maps to node-quickbooks findItems). |
| create_itemC | Create an item in QuickBooks Online. |
| update_itemB | Update an existing item in Quickbooks by ID (sparse update). |
| delete_itemC | Delete (make inactive) an item in QuickBooks Online. |
| create-vendorC | Create a vendor in QuickBooks Online. |
| update-vendorC | Update a vendor in QuickBooks Online. |
| delete-vendorB | Delete (make inactive) a vendor in QuickBooks Online. QuickBooks does not hard-delete vendors; this marks the vendor Active: false. |
| get-vendorA | Get a vendor by ID from QuickBooks Online. |
| search_vendorsC | Search vendors in QuickBooks Online that match given criteria. |
| create_employeeC | Create an employee in QuickBooks Online. |
| get_employeeC | Get an employee by Id from QuickBooks Online. |
| update_employeeC | Update an employee in QuickBooks Online. |
| delete_employeeB | Delete (make inactive) an employee in QuickBooks Online. |
| search_employeesC | Search employees in QuickBooks Online that match given criteria. |
| create_journal_entryC | Create a journal entry in QuickBooks Online. |
| get_journal_entryB | Get a journal entry by Id from QuickBooks Online. |
| update_journal_entryC | Update a journal entry in QuickBooks Online. |
| delete_journal_entryA | Delete (make inactive) a journal entry in QuickBooks Online. |
| search_journal_entriesC | Search journal entries in QuickBooks Online that match given criteria. |
| create_bill_paymentC | Create a bill payment in QuickBooks Online. |
| get_bill_paymentB | Get a bill payment by Id from QuickBooks Online. |
| update_bill_paymentC | Update a bill payment in QuickBooks Online. |
| delete_bill_paymentC | Delete (make inactive) a bill payment in QuickBooks Online. |
| search_bill_paymentsC | Search bill payments in QuickBooks Online that match given criteria. |
| create_purchaseC | Create a purchase in QuickBooks Online. |
| get_purchaseC | Get a purchase by Id from QuickBooks Online. |
| update_purchaseC | Update a purchase in QuickBooks Online. |
| delete_purchaseB | Delete (make inactive) a purchase in QuickBooks Online. |
| search_purchasesC | Search purchases in QuickBooks Online that match given criteria. |
| create_paymentB | Create a payment (receive money from customer) in QuickBooks Online. |
| get_paymentA | Get a single payment by ID from QuickBooks Online. |
| update_paymentB | Update an existing payment in QuickBooks Online. |
| delete_paymentC | Delete (void) a payment in QuickBooks Online. |
| search_paymentsC | Search for payments in QuickBooks Online. |
| create_sales_receiptC | Create a sales receipt (immediate payment sale) in QuickBooks Online. |
| get_sales_receiptB | Get a single sales receipt by ID from QuickBooks Online. |
| update_sales_receiptB | Update an existing sales receipt in QuickBooks Online. |
| delete_sales_receiptC | Delete (void) a sales receipt in QuickBooks Online. |
| search_sales_receiptsB | Search for sales receipts in QuickBooks Online. |
| create_credit_memoC | Create a credit memo (customer credit) in QuickBooks Online. |
| get_credit_memoC | Get a single credit memo by ID from QuickBooks Online. |
| update_credit_memoB | Update an existing credit memo in QuickBooks Online. |
| delete_credit_memoC | Delete (void) a credit memo in QuickBooks Online. |
| search_credit_memosC | Search for credit memos in QuickBooks Online. |
| create_refund_receiptB | Create a refund receipt (customer refund) in QuickBooks Online. |
| get_refund_receiptB | Get a single refund receipt by ID from QuickBooks Online. |
| update_refund_receiptC | Update an existing refund receipt in QuickBooks Online. |
| delete_refund_receiptC | Delete (void) a refund receipt in QuickBooks Online. |
| search_refund_receiptsB | Search for refund receipts in QuickBooks Online. |
| create_purchase_orderC | Create a purchase order in QuickBooks Online. |
| get_purchase_orderB | Get a single purchase order by ID from QuickBooks Online. |
| update_purchase_orderC | Update an existing purchase order in QuickBooks Online. |
| delete_purchase_orderC | Delete a purchase order in QuickBooks Online. |
| search_purchase_ordersC | Search for purchase orders in QuickBooks Online. |
| create_vendor_creditB | Create a vendor credit in QuickBooks Online. |
| get_vendor_creditC | Get a vendor credit by ID from QuickBooks Online. |
| update_vendor_creditC | Update a vendor credit in QuickBooks Online. |
| delete_vendor_creditC | Delete a vendor credit in QuickBooks Online. |
| search_vendor_creditsC | Search for vendor credits in QuickBooks Online. |
| create_depositC | Create a bank deposit in QuickBooks Online. |
| get_depositB | Get a deposit by ID from QuickBooks Online. |
| update_depositC | Update a deposit in QuickBooks Online. |
| delete_depositC | Delete a deposit in QuickBooks Online. |
| search_depositsC | Search for deposits in QuickBooks Online. |
| create_transferB | Create a bank transfer between accounts in QuickBooks Online. |
| get_transferB | Get a transfer by ID from QuickBooks Online. |
| update_transferC | Update a transfer in QuickBooks Online. |
| delete_transferC | Delete a transfer in QuickBooks Online. |
| search_transfersC | Search for transfers in QuickBooks Online. |
| create_time_activityC | Create a time activity (time tracking entry) in QuickBooks Online. |
| get_time_activityB | Get a time activity by ID from QuickBooks Online. |
| update_time_activityC | Update a time activity in QuickBooks Online. |
| delete_time_activityC | Delete a time activity in QuickBooks Online. |
| search_time_activitiesC | Search for time activities in QuickBooks Online. |
| create_classC | Create a new class in QuickBooks Online for categorizing transactions. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
No resources | |
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