Provides tools for managing QuickBooks Online entities such as customers, vendors, invoices, bills, payments, items, and generating reports like profit and loss, balance sheet, etc.
Click on "Deploy 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., "@qbo-mcp Show me the profit and loss report for last month"
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.
A Model Context Protocol (MCP) server for the QuickBooks Online Accounting API. Manage customers, vendors, invoices, bills, payments, items, reports, and more — all from Claude.
Supports both stdio (Claude Desktop) and HTTP/SSE (Railway / remote clients).
Category | Tool | Description |
Accounts |
| Query chart of accounts with optional WHERE filter |
| Get account by ID | |
| Create a new account | |
| Sparse-update an account | |
Customers |
| Query customers |
| Get customer by ID | |
| Create a new customer | |
| Sparse-update a customer | |
Vendors |
| Query vendors |
| Get vendor by ID | |
| Create a new vendor | |
| Sparse-update a vendor | |
Items |
| Query products/services |
| Get item by ID | |
| Create a new item | |
| Sparse-update an item | |
Invoices |
| Query invoices |
| Get invoice by ID | |
| Create a new invoice | |
| Sparse-update an invoice | |
| Delete/void an invoice | |
Bills |
| Query vendor bills |
| Get bill by ID | |
| Create a new bill | |
| Sparse-update a bill | |
| Delete a bill | |
Payments |
| Query customer payments |
| Get payment by ID | |
| Record a customer payment | |
| Delete a payment | |
Purchases |
| Query purchases/expenses |
| Get purchase by ID | |
| Create a purchase/expense | |
| Delete a purchase | |
Estimates |
| Query estimates/quotes |
| Get estimate by ID | |
| Create a new estimate | |
| Delete an estimate | |
Sales Receipts |
| Query sales receipts |
| Get sales receipt by ID | |
| Create a new sales receipt | |
| Delete a sales receipt | |
Credit Memos |
| Query credit memos |
| Get credit memo by ID | |
| Create a new credit memo | |
Transfers |
| Query account transfers |
| Get transfer by ID | |
| Create a funds transfer | |
Company |
| Get company details |
Reports |
| P&L / Income Statement |
| Balance Sheet | |
| Cash Flow Statement | |
| A/R Aging Summary | |
| A/P Aging Summary | |
| Trial Balance | |
Query |
| Run a custom SQL-style QBO query |
Related MCP server: qbo-mcp
Variable | Required | Description |
| Yes | Company/Realm ID from your QBO URL |
| For refresh | OAuth 2.0 Client ID from Intuit Developer Portal |
| For refresh | OAuth 2.0 Client Secret |
| Yes* | OAuth 2.0 access token (expires every 60 min) |
| Yes* | OAuth 2.0 refresh token (used for auto-renewal) |
| No |
|
| No |
|
| No | HTTP port (default |
*Either QBO_ACCESS_TOKEN or QBO_REFRESH_TOKEN is required. For production, provide the refresh token plus client credentials for automatic token renewal.
Go to developer.intuit.com and create an app
Under Keys & credentials, copy your Client ID and Client Secret
Use the OAuth 2.0 Playground in the dev portal to generate an Access Token and Refresh Token
Your Realm ID is in the QBO URL: qbo.intuit.com/app/homepage?...realmId=XXXXXXXXXX
{
"mcpServers": {
"quickbooks": {
"url": "https://your-app.up.railway.app/sse"
}
}
}{
"mcpServers": {
"quickbooks": {
"command": "node",
"args": ["/absolute/path/to/qbo-mcp/dist/index.js"],
"env": {
"TRANSPORT": "stdio",
"QBO_REALM_ID": "your-realm-id",
"QBO_ACCESS_TOKEN": "your-access-token",
"QBO_REFRESH_TOKEN": "your-refresh-token",
"QBO_CLIENT_ID": "your-client-id",
"QBO_CLIENT_SECRET": "your-client-secret",
"QBO_ENVIRONMENT": "sandbox"
}
}
}
}Push this repo to GitHub
In Railway: New Project → Deploy from GitHub repo → select this repo
Railway auto-detects the Dockerfile and railway.toml
Go to Variables and set:
QBO_REALM_ID
QBO_ACCESS_TOKEN
QBO_REFRESH_TOKEN
QBO_CLIENT_ID
QBO_CLIENT_SECRET
QBO_ENVIRONMENT → production (when ready)
Go to Settings → Networking → Generate Domain
Connect Claude to https://your-app.up.railway.app/sse
railway login
railway init
railway up
railway domainnpm install
cp .env.example .env # fill in your credentials
npm run build
node dist/index.jsThis server cannot be deployed
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