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_navigate | 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_status | Show credentials status and available domains |
| qbo_customers_list | List Customer records in QuickBooks Online with pagination. |
| qbo_customers_get | Get a specific Customer record by its ID. |
| qbo_customers_create | Create a new Customer record in QuickBooks Online. |
| qbo_customers_search | Search Customer records by DisplayName (LIKE match). |
| qbo_invoices_get | Get a specific Invoice record by its ID. |
| qbo_invoices_create | Create a new Invoice record in QuickBooks Online. |
| qbo_invoices_list | List invoices in QuickBooks Online with pagination and optional filters for status and date range. |
| qbo_invoices_send | Send an invoice by email. The invoice must already exist in QuickBooks Online. |
| qbo_payments_list | List Payment records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_payments_get | Get a specific Payment record by its ID. |
| qbo_payments_create | Create a new Payment record in QuickBooks Online. |
| qbo_vendors_list | List Vendor records in QuickBooks Online with pagination. |
| qbo_vendors_get | Get a specific Vendor record by its ID. |
| qbo_vendors_create | Create a new Vendor record in QuickBooks Online. |
| qbo_vendors_update | Sparse-update an existing Vendor record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_vendors_search | Search Vendor records by DisplayName (LIKE match). |
| qbo_items_list | List Item records in QuickBooks Online with pagination. |
| qbo_items_get | Get a specific Item record by its ID. |
| qbo_items_create | Create a new Item record in QuickBooks Online. |
| qbo_items_update | Sparse-update an existing Item record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_items_search | Search Item records by Name (LIKE match). |
| qbo_accounts_list | List Account records in QuickBooks Online with pagination. |
| qbo_accounts_get | Get a specific Account record by its ID. |
| qbo_accounts_create | Create a new Account record in QuickBooks Online. |
| qbo_accounts_update | Sparse-update an existing Account record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_accounts_search | Search Account records by Name (LIKE match). |
| qbo_journal_entries_list | List JournalEntry records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_journal_entries_get | Get a specific JournalEntry record by its ID. |
| qbo_journal_entries_create | Create a new JournalEntry record in QuickBooks Online. |
| qbo_journal_entries_update | Sparse-update an existing JournalEntry record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_bills_list | List Bill records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_bills_get | Get a specific Bill record by its ID. |
| qbo_bills_create | Create a new Bill record in QuickBooks Online. |
| qbo_bills_update | Sparse-update an existing Bill record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_bills_search | Search Bill records by DocNumber (LIKE match). |
| qbo_bill_payments_list | List BillPayment records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_bill_payments_get | Get a specific BillPayment record by its ID. |
| qbo_bill_payments_create | Create a new BillPayment record in QuickBooks Online. |
| qbo_bill_payments_update | Sparse-update an existing BillPayment record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_vendor_credits_list | List VendorCredit records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_vendor_credits_get | Get a specific VendorCredit record by its ID. |
| qbo_vendor_credits_create | Create a new VendorCredit record in QuickBooks Online. |
| qbo_vendor_credits_update | Sparse-update an existing VendorCredit record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_purchases_list | List Purchase records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_purchases_get | Get a specific Purchase record by its ID. |
| qbo_purchases_create | Create a new Purchase record in QuickBooks Online. |
| qbo_purchases_update | Sparse-update an existing Purchase record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_purchase_orders_list | List PurchaseOrder records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_purchase_orders_get | Get a specific PurchaseOrder record by its ID. |
| qbo_purchase_orders_create | Create a new PurchaseOrder record in QuickBooks Online. |
| qbo_purchase_orders_update | Sparse-update an existing PurchaseOrder record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_estimates_list | List Estimate records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_estimates_get | Get a specific Estimate record by its ID. |
| qbo_estimates_create | Create a new Estimate record in QuickBooks Online. |
| qbo_estimates_update | Sparse-update an existing Estimate record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_sales_receipts_list | List SalesReceipt records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_sales_receipts_get | Get a specific SalesReceipt record by its ID. |
| qbo_sales_receipts_create | Create a new SalesReceipt record in QuickBooks Online. |
| qbo_sales_receipts_update | Sparse-update an existing SalesReceipt record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_credit_memos_list | List CreditMemo records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_credit_memos_get | Get a specific CreditMemo record by its ID. |
| qbo_credit_memos_create | Create a new CreditMemo record in QuickBooks Online. |
| qbo_credit_memos_update | Sparse-update an existing CreditMemo record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_refund_receipts_list | List RefundReceipt records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_refund_receipts_get | Get a specific RefundReceipt record by its ID. |
| qbo_refund_receipts_create | Create a new RefundReceipt record in QuickBooks Online. |
| qbo_refund_receipts_update | Sparse-update an existing RefundReceipt record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_deposits_list | List Deposit records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_deposits_get | Get a specific Deposit record by its ID. |
| qbo_deposits_create | Create a new Deposit record in QuickBooks Online. |
| qbo_deposits_update | Sparse-update an existing Deposit record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_transfers_list | List Transfer records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_transfers_get | Get a specific Transfer record by its ID. |
| qbo_transfers_create | Create a new Transfer record in QuickBooks Online. |
| qbo_transfers_update | Sparse-update an existing Transfer record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_time_activities_list | List TimeActivity records in QuickBooks Online with pagination and optional TxnDate range. |
| qbo_time_activities_get | Get a specific TimeActivity record by its ID. |
| qbo_time_activities_create | Create a new TimeActivity record in QuickBooks Online. |
| qbo_time_activities_update | Sparse-update an existing TimeActivity record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_classes_list | List Class records in QuickBooks Online with pagination. |
| qbo_classes_get | Get a specific Class record by its ID. |
| qbo_classes_create | Create a new Class record in QuickBooks Online. |
| qbo_classes_update | Sparse-update an existing Class record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_classes_search | Search Class records by Name (LIKE match). |
| qbo_departments_list | List Department records in QuickBooks Online with pagination. |
| qbo_departments_get | Get a specific Department record by its ID. |
| qbo_departments_create | Create a new Department record in QuickBooks Online. |
| qbo_departments_update | Sparse-update an existing Department record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_departments_search | Search Department records by Name (LIKE match). |
| qbo_terms_list | List Term records in QuickBooks Online with pagination. |
| qbo_terms_get | Get a specific Term record by its ID. |
| qbo_terms_create | Create a new Term record in QuickBooks Online. |
| qbo_terms_update | Sparse-update an existing Term record. Only provided fields are changed; Id and SyncToken are required. |
| qbo_terms_search | Search Term records by Name (LIKE match). |
| qbo_payment_methods_list | List PaymentMethod records in QuickBooks Online with pagination. |
| qbo_payment_methods_get | Get a specific PaymentMethod record by its ID. |
| qbo_payment_methods_create | Create a new PaymentMethod record in QuickBooks Online. |
| qbo_payment_methods_update | 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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