How do I use qbo-mcp?

1. Click on "Install Server". 2. Wait a few minutes for the server to deploy. Once ready, it will show a "Started" state. 3. 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.

qbo-mcp

Q: Which integrations are available for this server?

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.

by Gaaldaco

Overview Schema Related Servers Score Discussions

TypeScript

Hybrid

qbo-mcp

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).

Tools (48 total)

Category	Tool	Description
Accounts	`list_accounts`	Query chart of accounts with optional WHERE filter
	`get_account`	Get account by ID
	`create_account`	Create a new account
	`update_account`	Sparse-update an account
Customers	`list_customers`	Query customers
	`get_customer`	Get customer by ID
	`create_customer`	Create a new customer
	`update_customer`	Sparse-update a customer
Vendors	`list_vendors`	Query vendors
	`get_vendor`	Get vendor by ID
	`create_vendor`	Create a new vendor
	`update_vendor`	Sparse-update a vendor
Items	`list_items`	Query products/services
	`get_item`	Get item by ID
	`create_item`	Create a new item
	`update_item`	Sparse-update an item
Invoices	`list_invoices`	Query invoices
	`get_invoice`	Get invoice by ID
	`create_invoice`	Create a new invoice
	`update_invoice`	Sparse-update an invoice
	`delete_invoice`	Delete/void an invoice
Bills	`list_bills`	Query vendor bills
	`get_bill`	Get bill by ID
	`create_bill`	Create a new bill
	`update_bill`	Sparse-update a bill
	`delete_bill`	Delete a bill
Payments	`list_payments`	Query customer payments
	`get_payment`	Get payment by ID
	`create_payment`	Record a customer payment
	`delete_payment`	Delete a payment
Purchases	`list_purchases`	Query purchases/expenses
	`get_purchase`	Get purchase by ID
	`create_purchase`	Create a purchase/expense
	`delete_purchase`	Delete a purchase
Estimates	`list_estimates`	Query estimates/quotes
	`get_estimate`	Get estimate by ID
	`create_estimate`	Create a new estimate
	`delete_estimate`	Delete an estimate
Sales Receipts	`list_sales_receipts`	Query sales receipts
	`get_sales_receipt`	Get sales receipt by ID
	`create_sales_receipt`	Create a new sales receipt
	`delete_sales_receipt`	Delete a sales receipt
Credit Memos	`list_credit_memos`	Query credit memos
	`get_credit_memo`	Get credit memo by ID
	`create_credit_memo`	Create a new credit memo
Transfers	`list_transfers`	Query account transfers
	`get_transfer`	Get transfer by ID
	`create_transfer`	Create a funds transfer
Company	`get_company_info`	Get company details
Reports	`get_profit_and_loss_report`	P&L / Income Statement
	`get_balance_sheet_report`	Balance Sheet
	`get_cash_flow_report`	Cash Flow Statement
	`get_accounts_receivable_aging_report`	A/R Aging Summary
	`get_accounts_payable_aging_report`	A/P Aging Summary
	`get_trial_balance_report`	Trial Balance
Query	`query_qbo`	Run a custom SQL-style QBO query

Related MCP server: qb-mcp

Environment Variables

Variable	Required	Description
`QBO_REALM_ID`	Yes	Company/Realm ID from your QBO URL
`QBO_CLIENT_ID`	For refresh	OAuth 2.0 Client ID from Intuit Developer Portal
`QBO_CLIENT_SECRET`	For refresh	OAuth 2.0 Client Secret
`QBO_ACCESS_TOKEN`	Yes*	OAuth 2.0 access token (expires every 60 min)
`QBO_REFRESH_TOKEN`	Yes*	OAuth 2.0 refresh token (used for auto-renewal)
`QBO_ENVIRONMENT`	No	`sandbox` (default) or `production`
`TRANSPORT`	No	`http` (default) or `stdio`
`PORT`	No	HTTP port (default `3000`)

*Either QBO_ACCESS_TOKEN or QBO_REFRESH_TOKEN is required. For production, provide the refresh token plus client credentials for automatic token renewal.

Getting credentials

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

Claude Desktop Configuration

Remote (Railway)

{
  "mcpServers": {
    "quickbooks": {
      "url": "https://your-app.up.railway.app/sse"
    }
  }
}

Local (stdio)

{
  "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"
      }
    }
  }
}

Deploy to Railway

Option A — GitHub deployer (recommended)

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

Option B — Railway CLI

railway login
railway init
railway up
railway domain

Local Development

npm install
cp .env.example .env   # fill in your credentials
npm run build
node dist/index.js

This server cannot be installed

license - not found

quality - not tested

maintenance

How are these scores calculated?

Maintenance

–Maintainers

–Response time

–Release cycle

–Releases (12mo)

Commit activity

Resources

GitHub Repository

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qbo-mcp

Tools (48 total)

Environment Variables

Getting credentials

Claude Desktop Configuration

Remote (Railway)

Local (stdio)

Deploy to Railway

Option A — GitHub deployer (recommended)

Option B — Railway CLI

Local Development

Maintenance

Resources

Looking for Admin?

Related MCP Servers

QuickBooks MCP Server

qb-mcp

qbo-mcp

freshbooks-mcp-server

Related MCP Connectors

Latest Blog Posts

MCP directory API