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 |
Capabilities
Features and capabilities supported by this server
| 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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