Schema | qbo-mcp

qbo-mcp

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

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.

Features and capabilities supported by this server

Protocol revision2025-11-25

Capability	Details
`tools`	{ "listChanged": false }
`prompts`	{ "listChanged": false }
`resources`	{ "subscribe": false, "listChanged": false }
`experimental`	{}

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 `qbo-apply`. dry_run=True (default) resolves refs and reports the plan; dry_run=False commits. Returns per-transaction results plus an ok/fail tally.

Interactive templates invoked by user choice

Name	Description
No prompts

Contextual data attached and managed by the client

Name	Description
No resources

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