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 |
Capabilities
Features and capabilities supported by this server
| Capability | Details |
|---|---|
| tools | {} |
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_listA | 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_searchB | Search Item records by Name (LIKE match). |
| qbo_accounts_listC | 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 |
|---|---|
No resources | |
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