qbo-mcp
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| QBO_ENV | No | QBO environment: sandbox or production (default production) | |
| QBO_PROFILE | No | Profile name for multi-company setup | default |
| QBO_READONLY | No | Set to '1' to enable read-only mode | |
| QBO_CLIENT_ID | Yes | Intuit OAuth client ID | |
| QBO_TOKENS_PATH | No | Path to tokens.json file | |
| QBO_REDIRECT_URI | Yes | OAuth redirect URI, e.g., https://<you>.github.io/qbo-mcp/ | |
| QBO_CLIENT_SECRET | Yes | Intuit OAuth client secret |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {
"listChanged": false
} |
| prompts | {
"listChanged": false
} |
| resources | {
"subscribe": false,
"listChanged": false
} |
| experimental | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| find_transactionsA | Search QBO transactions by metadata, returning Id + key fields per match. txn_type: one of Bill, Invoice, JournalEntry, Purchase, Deposit, CreditMemo, VendorCredit. Provide at least one filter. date_start/date_end define a TxnDate range (YYYY-MM-DD). customer is for Invoice/CreditMemo; vendor is for Bill/Purchase/VendorCredit. |
| get_transactionC | Fetch the full QBO entity for a transaction. Use to inspect Line[].Id and current values. |
| lookup_refB | Resolve a list-entity name to its QBO Id. entity_type: Account, Class, Department, Customer, Vendor. |
| queryA | Run a read-only QBO SQL query (e.g. SELECT * FROM Class). Returns raw entity rows. |
| update_transactionA | Apply one or more field changes to a single transaction. Each change is {"line_id": "", "field": "account|class|location|customer|vendor|memo", "new_value": "..."}. Omit line_id (or pass null) for header-level fields. dry_run=True (default) resolves refs and reports the plan without writing; pass dry_run=False to commit the sparse update. |
| apply_csvB | Apply a CSV of changes (columns: txn_type,txn_id,line_id,field,new_value) in batch. Mirrors |
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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