Which integrations are available for this server?

Provides full CRUD operations for 29 entity types (customers, invoices, bills, payments, etc.) and 11 financial reports (balance sheet, profit & loss, cash flow, etc.) for QuickBooks Online, enabling comprehensive accounting and financial management.

How do I use quickbooks-online-mcp-server?

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., "@quickbooks-online-mcp-server show me the profit and loss for last quarter" 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.

quickbooks-online-mcp-server

Official

by intuit

Overview Schema Related Servers Score Discussions

TypeScript

Local

QuickBooks Online MCP Server

A comprehensive Model Context Protocol (MCP) server for QuickBooks Online

License: MIT Tools Entities Reports Coverage Tests

Quick Start | Available Tools | Authentication | Documentation

Overview

This MCP server provides complete QuickBooks Online API integration for Claude Code and other MCP-compatible clients. It includes full CRUD operations for 29 entity types and 11 financial reports, giving you comprehensive access to QuickBooks Online functionality.

Key Features

144 Total Tools - Complete coverage of QuickBooks Online API
29 Entity Types - Full CRUD operations (Create, Read, Update, Delete, Search)
11 Financial Reports - Balance Sheet, P&L, Cash Flow, and more
OAuth 2.0 Authentication - Secure token-based authentication
TypeScript - Full type safety with Zod validation
Tested - Jest test suite with ESM support

Note: this is a local MCP server. It runs as a stdio subprocess on the developer's or partner's machine and authenticates to a QuickBooks Online company.

Quick Start

Installation

# Clone the repository
git clone https://github.com/your-username/mcp-quickbooks-online.git
cd mcp-quickbooks-online

# Install dependencies
npm install

# Build the project
npm run build

Configuration

Copy the template .env.example to .env in the root directory and fill in your values:

cp .env.example .env

QUICKBOOKS_CLIENT_ID=your_client_id
QUICKBOOKS_CLIENT_SECRET=your_client_secret
QUICKBOOKS_ENVIRONMENT=sandbox
QUICKBOOKS_REFRESH_TOKEN=your_refresh_token
QUICKBOOKS_REALM_ID=your_realm_id

.env is gitignored so your real credentials stay local.

Claude Code Integration

Add to your Claude Code MCP configuration:

{
  "mcpServers": {
    "quickbooks": {
      "command": "node",
      "args": ["path/to/mcp-quickbooks-online/dist/index.js"],
      "env": {
        "QUICKBOOKS_CLIENT_ID": "your_client_id",
        "QUICKBOOKS_CLIENT_SECRET": "your_client_secret",
        "QUICKBOOKS_REFRESH_TOKEN": "your_refresh_token",
        "QUICKBOOKS_REALM_ID": "your_realm_id",
        "QUICKBOOKS_ENVIRONMENT": "sandbox"
      }
    }
  }
}

Available Tools

Entities

Complete CRUD operations are available for all entity types:

Entity	Create	Get	Update	Delete	Search
Customer	✅	✅	✅	✅	✅
Invoice	✅	✅	✅	✅	✅
Estimate	✅	✅	✅	✅	✅
Bill	✅	✅	✅	✅	✅
Vendor	✅	✅	✅	✅	✅
Employee	✅	✅	✅	✅	✅
Account	✅	✅	✅	-	✅
Item	✅	✅	✅	✅	✅
Journal Entry	✅	✅	✅	✅	✅
Bill Payment	✅	✅	✅	✅	✅
Purchase	✅	✅	✅	✅	✅
Payment	✅	✅	✅	✅	✅
Sales Receipt	✅	✅	✅	✅	✅
Credit Memo	✅	✅	✅	✅	✅
Refund Receipt	✅	✅	✅	✅	✅
Purchase Order	✅	✅	✅	✅	✅
Vendor Credit	✅	✅	✅	✅	✅
Deposit	✅	✅	✅	✅	✅
Transfer	✅	✅	✅	✅	✅
Time Activity	✅	✅	✅	✅	✅
Class	✅	✅	✅	-	✅
Department	✅	✅	✅	-	✅
Term	✅	✅	✅	-	✅
Payment Method	✅	✅	✅	-	✅
Tax Code	-	✅	-	-	✅
Tax Rate	-	✅	-	-	✅
Tax Agency	-	✅	-	-	✅
Company Info	-	✅	✅	-	-
Attachable	✅	✅	✅	✅	✅

Reports

Report	Tool Name	Description
Balance Sheet	`get_balance_sheet`	Assets, liabilities, and equity snapshot
Profit & Loss	`get_profit_and_loss`	Income and expenses over a period
Cash Flow	`get_cash_flow`	Cash inflows and outflows
Trial Balance	`get_trial_balance`	Debit and credit balances
General Ledger	`get_general_ledger`	Complete transaction history
Customer Sales	`get_customer_sales`	Sales by customer
Aged Receivables	`get_aged_receivables`	Outstanding customer invoices
Aged Receivables Detail	`get_aged_receivables_detail`	Detailed aging breakdown
Customer Balance	`get_customer_balance`	Current customer balances
Aged Payables	`get_aged_payables`	Outstanding vendor bills
Vendor Expenses	`get_vendor_expenses`	Expenses by vendor

Tool Reference

Tool	Description
`create_customer`	Create a new customer
`get_customer`	Get customer by ID
`update_customer`	Update customer details
`delete_customer`	Delete a customer
`search_customers`	Search customers with filters

Tool	Description
`create_invoice`	Create a new invoice
`get_invoice`	Get invoice by ID
`update_invoice`	Update invoice details
`delete_invoice`	Delete/void an invoice
`search_invoices`	Search invoices with filters

Tool	Description
`create_payment`	Record a customer payment
`get_payment`	Get payment by ID
`update_payment`	Update payment details
`delete_payment`	Void a payment
`search_payments`	Search payments with filters

Tool	Description
`create_bill`	Create a new bill
`get_bill`	Get bill by ID
`update_bill`	Update bill details
`delete_bill`	Delete a bill
`search_bills`	Search bills with filters
`create_vendor`	Create a new vendor
`get_vendor`	Get vendor by ID
`update_vendor`	Update vendor details
`delete_vendor`	Delete a vendor
`search_vendors`	Search vendors with filters
`create_bill_payment`	Create a bill payment
`get_bill_payment`	Get bill payment by ID
`update_bill_payment`	Update bill payment
`delete_bill_payment`	Delete a bill payment
`search_bill_payments`	Search bill payments

Tool	Description
`create_sales_receipt`	Create a sales receipt
`get_sales_receipt`	Get sales receipt by ID
`update_sales_receipt`	Update sales receipt
`delete_sales_receipt`	Void a sales receipt
`search_sales_receipts`	Search sales receipts
`create_credit_memo`	Create a credit memo
`get_credit_memo`	Get credit memo by ID
`update_credit_memo`	Update credit memo
`delete_credit_memo`	Void a credit memo
`search_credit_memos`	Search credit memos
`create_refund_receipt`	Create a refund receipt
`get_refund_receipt`	Get refund receipt by ID
`update_refund_receipt`	Update refund receipt
`delete_refund_receipt`	Void a refund receipt
`search_refund_receipts`	Search refund receipts

Tool	Description
`create_deposit`	Create a bank deposit
`get_deposit`	Get deposit by ID
`update_deposit`	Update deposit details
`delete_deposit`	Delete a deposit
`search_deposits`	Search deposits
`create_transfer`	Create an account transfer
`get_transfer`	Get transfer by ID
`update_transfer`	Update transfer details
`delete_transfer`	Delete a transfer
`search_transfers`	Search transfers

Tool	Description
`create_purchase_order`	Create a purchase order
`get_purchase_order`	Get purchase order by ID
`update_purchase_order`	Update purchase order
`delete_purchase_order`	Delete a purchase order
`search_purchase_orders`	Search purchase orders
`create_vendor_credit`	Create a vendor credit
`get_vendor_credit`	Get vendor credit by ID
`update_vendor_credit`	Update vendor credit
`delete_vendor_credit`	Delete a vendor credit
`search_vendor_credits`	Search vendor credits

Tool	Description
`create_time_activity`	Create a time activity
`get_time_activity`	Get time activity by ID
`update_time_activity`	Update time activity
`delete_time_activity`	Delete a time activity
`search_time_activities`	Search time activities

Tool	Description
`create_class`	Create a class
`get_class`	Get class by ID
`update_class`	Update class details
`search_classes`	Search classes
`create_department`	Create a department
`get_department`	Get department by ID
`update_department`	Update department
`search_departments`	Search departments

Tool	Description
`create_term`	Create a payment term
`get_term`	Get term by ID
`update_term`	Update term details
`search_terms`	Search terms
`create_payment_method`	Create a payment method
`get_payment_method`	Get payment method by ID
`update_payment_method`	Update payment method
`search_payment_methods`	Search payment methods

Tool	Description
`get_tax_code`	Get tax code by ID
`search_tax_codes`	Search tax codes
`get_tax_rate`	Get tax rate by ID
`search_tax_rates`	Search tax rates
`get_tax_agency`	Get tax agency by ID
`search_tax_agencies`	Search tax agencies

Tool	Description
`get_company_info`	Get company information
`update_company_info`	Update company info
`create_attachable`	Create an attachment
`get_attachable`	Get attachment by ID
`update_attachable`	Update attachment
`delete_attachable`	Delete an attachment
`search_attachables`	Search attachments

Authentication

This server uses OAuth 2.0 to authenticate to a QuickBooks Online company. You'll set up an app on the Intuit Developer Portal and connect it to either a sandbox (for development) or your production QBO company.

Important: Sandbox vs Production

Mode	When to use	Redirect URI accepted	Setup difficulty
Sandbox	Development, testing, demos	`http://localhost:8000/callback` works	Easy
Production	Real company data	Localhost rejected — must be a public HTTPS URL	Harder (see below)

If you only want to read your own company's data, you still need to set up an app — Intuit does not offer per-user API keys. There is no shortcut around the OAuth + app-creation flow.

Sandbox Setup (recommended for first run)

Go to the Intuit Developer Portal and create a new app
Open the app → Settings (left sidebar) → Redirect URIs → add: http://localhost:8000/callback
Get your Client ID and Client Secret from the app's Keys & Credentials page (Development keys)
Create or use a sandbox company under the Sandbox top-level menu item in the dev portal
Set QUICKBOOKS_ENVIRONMENT=sandbox in your .env
Run npm run auth to complete the OAuth handshake — your browser will open, you sign in to the sandbox company, tokens are saved to .env

Production Setup

The Intuit Developer Portal rejects http://localhost redirect URIs in production mode — every contributor hits this. Two known workarounds:

ngrok tunnel (most common): run ngrok http 8000, then on your Intuit app go to Settings → Redirect URIs and add the generated https://<id>.ngrok-free.app/callback URL. Use that URL for the OAuth handshake, then revert to localhost afterwards.
Deploy a small public callback handler (e.g., on a VPS or serverless function) that captures the auth code and hands it back to your local setup. More involved; only needed if you can't use ngrok.

After completing the production OAuth handshake, the refresh token is what matters — once it's in .env, you no longer need the public redirect URL for day-to-day use. Refresh tokens auto-rotate; the server persists the new token on each refresh.

Once you have tokens

QUICKBOOKS_CLIENT_ID=your_client_id
QUICKBOOKS_CLIENT_SECRET=your_client_secret
QUICKBOOKS_REFRESH_TOKEN=your_refresh_token
QUICKBOOKS_REALM_ID=your_realm_id
QUICKBOOKS_ENVIRONMENT=sandbox  # or 'production'

Common pitfalls

.env loaded from the wrong directory. The server resolves .env relative to the compiled module, not your shell's CWD. If you launch via Claude Desktop, this matters — make sure you're on current main.
Redirect URI mismatch. The URI you register in the Intuit portal must match exactly — protocol, host, port, path. http://localhost:8000/callback .

Development

Building

npm run build

Testing

npm test

The test suite includes 396 tests with 100% code coverage across all metrics (statements, branches, functions, lines).

Project Structure

src/
├── clients/          # QuickBooks API client
├── handlers/         # Business logic handlers (87 files)
├── tools/           # MCP tool definitions
├── helpers/         # Utility functions
├── types/           # TypeScript types
└── index.ts         # Server entry point

tests/
├── unit/            # Unit tests (396 tests)
│   ├── handlers/    # Handler tests (15 test files)
│   └── helpers/     # Helper tests
└── mocks/           # Test mocks

docs/
├── ARCHITECTURE.md  # System architecture & design patterns
├── TESTING.md       # Testing guide & patterns
└── plans/           # Development plans

Documentation

Document	Description
CHANGELOG.md	Version history and all changes
docs/ARCHITECTURE.md	System architecture, patterns, and design decisions
docs/TESTING.md	Testing strategy, ESM patterns, and coverage guide

Error Handling

If you encounter connection errors:

Verify all environment variables are set correctly
Check that tokens are valid and not expired
Ensure the QuickBooks app has the correct redirect URIs
For sandbox testing, use QUICKBOOKS_ENVIRONMENT=sandbox

Contributing

Contributions are welcome! Please feel free to submit a Pull Request.

License

MIT License - see LICENSE for details.

Acknowledgments

Based on Intuit's QuickBooks Online MCP Server
Built with the Model Context Protocol

This server cannot be installed

license - permissive license

quality - not tested

maintenance

How are these scores calculated?

Maintenance

–Maintainers

12dResponse time

–Release cycle

–Releases (12mo)

Issues opened vs closed

Resources

GitHub Repository

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