QuickBooks Online MCP Server
Server Configuration
Describes the environment variables required to run the server.
| Name | Required | Description | Default |
|---|---|---|---|
| AUTH_MODE | No | Auth mode: env or gateway. In gateway mode, credentials are passed per-request via headers. | env |
| QBO_REALM_ID | No | QuickBooks Online company (realm) ID | |
| MCP_HTTP_HOST | No | HTTP server bind address | 0.0.0.0 |
| MCP_HTTP_PORT | No | HTTP server port | 8080 |
| MCP_TRANSPORT | No | Transport type: stdio or http | stdio |
| QBO_ACCESS_TOKEN | No | QuickBooks Online OAuth2 access token |
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
| Capability | Details |
|---|---|
| tools | {} |
| resources | {} |
Tools
Functions exposed to the LLM to take actions
| Name | Description |
|---|---|
| qbo_navigateA | 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. |
| qbo_statusA | Show credentials status and available domains |
| qbo_customers_listC | List Customer records in QuickBooks Online with pagination. |
| qbo_customers_getA | Get a specific Customer record by its ID. |
| qbo_customers_createB | Create a new Customer record in QuickBooks Online. |
| qbo_customers_searchB | Search Customer records by DisplayName (LIKE match). |
| qbo_invoices_getA | Get a specific Invoice record by its ID. |
| qbo_invoices_createB | Create a new Invoice record in QuickBooks Online. |
| qbo_invoices_listA | List invoices in QuickBooks Online with pagination and optional filters for status and date range. |
| qbo_invoices_sendB | Send an invoice by email. The invoice must already exist in QuickBooks Online. |
| qbo_payments_listA | List Payment records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_payments_getA | Get a specific Payment record by its ID. |
| qbo_payments_createC | Create a new Payment record in QuickBooks Online. |
| qbo_vendors_listA | List Vendor records in QuickBooks Online with pagination. |
| qbo_vendors_getA | Get a specific Vendor record by its ID. |
| qbo_vendors_createB | Create a new Vendor record in QuickBooks Online. |
| qbo_vendors_updateA | Sparse-update an existing Vendor record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_vendors_searchA | Search Vendor records by DisplayName (LIKE match). |
| qbo_items_listB | List Item records in QuickBooks Online with pagination. |
| qbo_items_getA | Get a specific Item record by its ID. |
| qbo_items_createB | Create a new Item record in QuickBooks Online. |
| qbo_items_updateA | Sparse-update an existing Item record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_items_searchA | Search Item records by Name (LIKE match). |
| qbo_accounts_listA | List Account records in QuickBooks Online with pagination. |
| qbo_accounts_getA | Get a specific Account record by its ID. |
| qbo_accounts_createB | Create a new Account record in QuickBooks Online. |
| qbo_accounts_updateA | Sparse-update an existing Account record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_accounts_searchB | Search Account records by Name (LIKE match). |
| qbo_journal_entries_listB | List JournalEntry records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_journal_entries_getB | Get a specific JournalEntry record by its ID. |
| qbo_journal_entries_createC | Create a new JournalEntry record in QuickBooks Online. |
| qbo_journal_entries_updateA | Sparse-update an existing JournalEntry record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_bills_listA | List Bill records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_bills_getA | Get a specific Bill record by its ID. |
| qbo_bills_createB | Create a new Bill record in QuickBooks Online. |
| qbo_bills_updateB | Sparse-update an existing Bill record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_bills_searchB | Search Bill records by DocNumber (LIKE match). |
| qbo_bill_payments_listA | List BillPayment records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_bill_payments_getA | Get a specific BillPayment record by its ID. |
| qbo_bill_payments_createB | Create a new BillPayment record in QuickBooks Online. |
| qbo_bill_payments_updateA | Sparse-update an existing BillPayment record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_vendor_credits_listB | List VendorCredit records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_vendor_credits_getA | Get a specific VendorCredit record by its ID. |
| qbo_vendor_credits_createC | Create a new VendorCredit record in QuickBooks Online. |
| qbo_vendor_credits_updateA | Sparse-update an existing VendorCredit record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_purchases_listA | List Purchase records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_purchases_getB | Get a specific Purchase record by its ID. |
| qbo_purchases_createC | Create a new Purchase record in QuickBooks Online. |
| qbo_purchases_updateA | Sparse-update an existing Purchase record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_purchase_orders_listA | List PurchaseOrder records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_purchase_orders_getA | Get a specific PurchaseOrder record by its ID. |
| qbo_purchase_orders_createC | Create a new PurchaseOrder record in QuickBooks Online. |
| qbo_purchase_orders_updateA | Sparse-update an existing PurchaseOrder record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_estimates_listA | List Estimate records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_estimates_getA | Get a specific Estimate record by its ID. |
| qbo_estimates_createC | Create a new Estimate record in QuickBooks Online. |
| qbo_estimates_updateA | Sparse-update an existing Estimate record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_sales_receipts_listB | List SalesReceipt records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_sales_receipts_getA | Get a specific SalesReceipt record by its ID. |
| qbo_sales_receipts_createB | Create a new SalesReceipt record in QuickBooks Online. |
| qbo_sales_receipts_updateA | Sparse-update an existing SalesReceipt record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_credit_memos_listA | List CreditMemo records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_credit_memos_getB | Get a specific CreditMemo record by its ID. |
| qbo_credit_memos_createC | Create a new CreditMemo record in QuickBooks Online. |
| qbo_credit_memos_updateA | Sparse-update an existing CreditMemo record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_refund_receipts_listA | List RefundReceipt records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_refund_receipts_getB | Get a specific RefundReceipt record by its ID. |
| qbo_refund_receipts_createC | Create a new RefundReceipt record in QuickBooks Online. |
| qbo_refund_receipts_updateB | Sparse-update an existing RefundReceipt record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_deposits_listB | List Deposit records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_deposits_getA | Get a specific Deposit record by its ID. |
| qbo_deposits_createB | Create a new Deposit record in QuickBooks Online. |
| qbo_deposits_updateA | Sparse-update an existing Deposit record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_transfers_listA | List Transfer records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_transfers_getA | Get a specific Transfer record by its ID. |
| qbo_transfers_createB | Create a new Transfer record in QuickBooks Online. |
| qbo_transfers_updateA | Sparse-update an existing Transfer record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_time_activities_listA | List TimeActivity records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_time_activities_getB | Get a specific TimeActivity record by its ID. |
| qbo_time_activities_createB | Create a new TimeActivity record in QuickBooks Online. |
| qbo_time_activities_updateA | Sparse-update an existing TimeActivity record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_classes_listA | List Class records in QuickBooks Online with pagination. |
| qbo_classes_getA | Get a specific Class record by its ID. |
| qbo_classes_createB | Create a new Class record in QuickBooks Online. |
| qbo_classes_updateA | Sparse-update an existing Class record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_classes_searchB | Search Class records by Name (LIKE match). |
| qbo_departments_listB | List Department records in QuickBooks Online with pagination. |
| qbo_departments_getA | Get a specific Department record by its ID. |
| qbo_departments_createB | Create a new Department record in QuickBooks Online. |
| qbo_departments_updateA | Sparse-update an existing Department record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_departments_searchA | Search Department records by Name (LIKE match). |
| qbo_terms_listC | List Term records in QuickBooks Online with pagination. |
| qbo_terms_getA | Get a specific Term record by its ID. |
| qbo_terms_createC | Create a new Term record in QuickBooks Online. |
| qbo_terms_updateA | Sparse-update an existing Term record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_terms_searchB | Search Term records by Name (LIKE match). |
| qbo_payment_methods_listB | List PaymentMethod records in QuickBooks Online with pagination. |
| qbo_payment_methods_getB | Get a specific PaymentMethod record by its ID. |
| qbo_payment_methods_createC | Create a new PaymentMethod record in QuickBooks Online. |
| qbo_payment_methods_updateA | Sparse-update an existing PaymentMethod record. Only provided fields are changed; Id and SyncToken are required. |
Prompts
Interactive templates invoked by user choice
| Name | Description |
|---|---|
No prompts | |
Resources
Contextual data attached and managed by the client
| Name | Description |
|---|---|
| QuickBooks Invoice Card | Interactive MCP Apps card rendering a QuickBooks Online invoice |
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