Skip to main content
Glama
hakeemrabiuDFW

QuickBooks Online MCP Server

by hakeemrabiuDFW
OverviewSchemaSourceRelated ServersScoreDiscussionsAdmin
TypeScript
Remote

Server Configuration

Describes the environment variables required to run the server.

NameRequiredDescriptionDefault
QUICKBOOKS_CLIENT_IDYesYour QuickBooks Client ID from the Intuit Developer portal
QUICKBOOKS_COMPANY_IDYesYour QuickBooks Company ID (Realm ID) found in the QuickBooks Online URL
QUICKBOOKS_ENVIRONMENTNoThe QuickBooks environment (production or sandbox)production
QUICKBOOKS_CLIENT_SECRETYesYour QuickBooks Client Secret from the Intuit Developer portal
QUICKBOOKS_REFRESH_TOKENYesYour QuickBooks OAuth refresh token obtained through the OAuth flow

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

CapabilityDetails
tools
{
  "listChanged": true
}

Tools

Functions exposed to the LLM to take actions

NameDescription
qbo_list_customersA

List all customers from QuickBooks Online.

Returns customer details including name, email, phone, balance, and status.

Args:

  • limit (number): Maximum results (default: 100, max: 1000)

  • offset (number): Skip results for pagination

  • active_only (boolean): Only active customers (default: true)

  • search (string): Filter by name/company

  • response_format: 'markdown' or 'json'

Returns: List of customers with: Id, DisplayName, PrimaryEmailAddr, PrimaryPhone, Balance, Active

qbo_list_invoicesA

List invoices from QuickBooks Online with filtering options.

Args:

  • limit/offset: Pagination

  • customer_id: Filter by specific customer

  • status: 'all', 'open', 'paid', or 'overdue'

  • start_date/end_date: Date range filter (YYYY-MM-DD)

  • response_format: 'markdown' or 'json'

Returns: Invoice list with: Id, DocNumber, CustomerRef, TxnDate, DueDate, TotalAmt, Balance

qbo_create_invoiceA

Create a new invoice in QuickBooks Online.

Args:

  • customer_id (required): The QuickBooks customer ID

  • line_items (required): Array of {description, amount, quantity}

  • due_date: Invoice due date (YYYY-MM-DD)

  • memo: Notes visible to customer

Returns: Created invoice details including Id, DocNumber, and TotalAmt

qbo_list_vendorsA

List vendors/suppliers from QuickBooks Online.

Args:

  • limit/offset: Pagination

  • active_only: Only active vendors (default: true)

  • response_format: 'markdown' or 'json'

Returns: Vendor list with: Id, DisplayName, Email, Phone, Balance

qbo_list_billsA

List bills/payables from QuickBooks Online.

Args:

  • limit/offset: Pagination

  • vendor_id: Filter by vendor

  • status: 'all', 'unpaid', or 'paid'

  • response_format: 'markdown' or 'json'

Returns: Bill list with: Id, VendorRef, TxnDate, DueDate, TotalAmt, Balance

qbo_list_accountsA

List chart of accounts from QuickBooks Online.

Args:

  • account_type: Filter by type ('all', 'Bank', 'Accounts Receivable', etc.)

  • response_format: 'markdown' or 'json'

Returns: Account list with: Id, Name, AccountType, CurrentBalance

qbo_profit_loss_reportA

Generate a Profit & Loss (Income Statement) report.

Args:

  • start_date: Report start date (YYYY-MM-DD)

  • end_date: Report end date (YYYY-MM-DD)

  • response_format: 'markdown' or 'json'

Returns: P&L report with Income, Cost of Goods Sold, Expenses, and Net Income

Prompts

Interactive templates invoked by user choice

NameDescription

No prompts

Resources

Contextual data attached and managed by the client

NameDescription

No resources