QuickBooks Online MCP Server

qbo_navigate

Discover available QuickBooks Online tools by domain. Returns tool names and descriptions for the selected domain. All tools are callable at any time — this is a help/discovery aid, not a prerequisite.

Instructions

Input Schema

Name	Required	Description	Default
`domain`	Yes	The domain to explore: - customers: Customer management - list, get, create, update, and search customers. QBO has no customer void or delete; set Active to false to deactivate. - invoices: Invoice management - list, get, create, update, and void invoices, and send them by email - payments: Payment management - list, get, create, update, and void payments linked to invoices - vendors: Vendor management - list, get, create, update, and search vendors - items: Item management - list, get, create, update, and search products and services - accounts: Chart of accounts - list, get, create, update, and search accounts - journal_entries: Journal entries - list, get, create, update double-entry debit/credit transactions - bills: Bills - list, get, create, update, and search vendor bills (accounts payable) - bill_payments: Bill payments - list, get, create, and update payments against bills - vendor_credits: Vendor credits - list, get, create, and update credits from vendors - purchases: Direct expense purchases - list, get, create, update purchases paid at point of sale - purchase_orders: Purchase orders - list, get, create, update non-posting POs to vendors - estimates: Estimates - list, get, create, update quotes/proposals to customers - sales_receipts: Sales receipts - list, get, create, update paid-at-sale customer transactions - credit_memos: Credit memos - list, get, create, update customer credits - refund_receipts: Refund receipts - list, get, create, update cash refunds to customers - deposits: Bank deposits - list, get, create, update deposits aggregating receipts - transfers: Account transfers - list, get, create, update bank-to-bank transfers - time_activities: Time activities - list, get, create, update billable employee/vendor time - classes: Classes - list, get, create, update transaction classifications - departments: Departments - list, get, create, update business locations/divisions - terms: Payment terms - list, get, create, update terms like Net 30 - payment_methods: Payment methods - list, get, create, update payment method choices - tax_codes: Tax codes - list, get, and search (read-only) - tax_rates: Tax rates - list, get, and search (read-only) - employees: Employees - list, get, create, update, and search employees - company_info: Company info - get this QBO realm's company profile (read-only) - attachables: Attachments and notes - list, get, create, update attachment metadata, and upload files on transactions - expenses: Expense tracking - list and view purchases and bills - reports: Financial reports - profit & loss, balance sheet, aged receivables/payables, customer sales

Schema Changelog

Changes observed during successful MCP inspections.

Changed1 schema field changedv1.6.6Oct 14, 2026

changedInput schema / properties / domain / description

Previous value: -"The domain to explore:\n- customers: Customer management - list, get, create, and search customers\n- invoices: Invoice management - list, get, create invoices and send them by email\n- payments: Payment management - list, get, and create payments linked to invoices\n- vendors: Vendor management - list, get, create, update, and search vendors\n- items: Item management - list, get, create, update, and search products and services\n- accounts: Chart of accounts - list, get, create, update, and search accounts\n- journal_entries: Journal entries - list, get, create, update double-entry debit/credit transactions\n- bills: Bills - list, get, create, update, and search vendor bills (accounts payable)\n- bill_payments: Bill payments - list, get, create, and update payments against bills\n- vendor_credits: Vendor credits - list, get, create, and update credits from vendors\n- purchases: Direct expense purchases - list, get, create, update purchases paid at point of sale\n- purchase_orders: Purchase orders - list, get, create, update non-posting POs to vendors\n- estimates: Estimates - list, get, create, update quotes/proposals to customers\n- sales_receipts: Sales receipts - list, get, create, update paid-at-sale customer transactions\n- credit_memos: Credit memos - list, get, create, update customer credits\n- refund_receipts: Refund receipts - list, get, create, update cash refunds to customers\n- deposits: Bank deposits - list, get, create, update deposits aggregating receipts\n- transfers: Account transfers - list, get, create, update bank-to-bank transfers\n- time_activities: Time activities - list, get, create, update billable employee/vendor time\n- classes: Classes - list, get, create, update transaction classifications\n- departments: Departments - list, get, create, update business locations/divisions\n- terms: Payment terms - list, get, create, update terms like Net 30\n- payment_methods: Payment methods - list, get, create, update payment method choices\n- tax_codes: Tax codes - list, get, and search (read-only)\n- tax_rates: Tax rates - list, get, and search (read-only)\n- employees: Employees - list, get, create, update, and search employees\n- company_info: Company info - get this QBO realm's company profile (read-only)\n- attachables: Attachments and notes - list, get, create, update attachment metadata, and upload files on transactions\n- expenses: Expense tracking - list and view purchases and bills\n- reports: Financial reports - profit & loss, balance sheet, aged receivables/payables, customer sales"New value: +"The domain to explore:\n- customers: Customer management - list, get, create, update, and search customers. QBO has no customer void or delete; set Active to false to deactivate.\n- invoices: Invoice management - list, get, create, update, and void invoices, and send them by email\n- payments: Payment management - list, get, create, update, and void payments linked to invoices\n- vendors: Vendor management - list, get, create, update, and search vendors\n- items: Item management - list, get, create, update, and search products and services\n- accounts: Chart of accounts - list, get, create, update, and search accounts\n- journal_entries: Journal entries - list, get, create, update double-entry debit/credit transactions\n- bills: Bills - list, get, create, update, and search vendor bills (accounts payable)\n- bill_payments: Bill payments - list, get, create, and update payments against bills\n- vendor_credits: Vendor credits - list, get, create, and update credits from vendors\n- purchases: Direct expense purchases - list, get, create, update purchases paid at point of sale\n- purchase_orders: Purchase orders - list, get, create, update non-posting POs to vendors\n- estimates: Estimates - list, get, create, update quotes/proposals to customers\n- sales_receipts: Sales receipts - list, get, create, update paid-at-sale customer transactions\n- credit_memos: Credit memos - list, get, create, update customer credits\n- refund_receipts: Refund receipts - list, get, create, update cash refunds to customers\n- deposits: Bank deposits - list, get, create, update deposits aggregating receipts\n- transfers: Account transfers - list, get, create, update bank-to-bank transfers\n- time_activities: Time activities - list, get, create, update billable employee/vendor time\n- classes: Classes - list, get, create, update transaction classifications\n- departments: Departments - list, get, create, update business locations/divisions\n- terms: Payment terms - list, get, create, update terms like Net 30\n- payment_methods: Payment methods - list, get, create, update payment method choices\n- tax_codes: Tax codes - list, get, and search (read-only)\n- tax_rates: Tax rates - list, get, and search (read-only)\n- employees: Employees - list, get, create, update, and search employees\n- company_info: Company info - get this QBO realm's company profile (read-only)\n- attachables: Attachments and notes - list, get, create, update attachment metadata, and upload files on transactions\n- expenses: Expense tracking - list and view purchases and bills\n- reports: Financial reports - profit & loss, balance sheet, aged receivables/payables, customer sales"

Addedv1.4.4May 22, 2026
Removedv1.4.3May 20, 2026
First observedv0.0.0-semantically-releasedFeb 24, 2026

TDQS

A4.3/5.0

Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description carries the full burden and mostly does: it discloses the read-only nature of the call, the return content, and that calling it imposes no ordering constraint on other tools. It stops short of stating there are no side effects or that it is cheap/safe to call repeatedly, but the 'not a prerequisite' framing covers the key behavioral trait.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

Three sentences, zero padding, and the purpose statement leads while the anti-prerequisite clarification follows immediately. Every sentence earns its place.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a single-parameter discovery tool with no output schema, the description covers purpose, return shape, and the critical non-dependency constraint, while the schema supplies the full domain vocabulary. Nothing needed to call it correctly is missing.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100% and the single enum parameter is documented exhaustively in the schema, including which operations are available per domain and read-only caveats. The description adds only the phrase 'by domain', so the baseline 3 is correct.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

States a specific verb and resource — discovering QBO tools by domain — and explicitly describes what it returns (tool names and descriptions for the selected domain). It is trivially distinguishable from the ~110 CRUD siblings, none of which do discovery.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines4/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The line 'this is a help/discovery aid, not a prerequisite' tells the agent when it does NOT need to call this tool, which is the main misuse risk for a navigation helper. However it never states the positive trigger (e.g., 'call this when you don't know which domain tool to use'), leaving the use case partly inferred.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Deploy Server

qbo_navigate

Instructions

Input Schema

Schema Changelog

TDQS

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