mcp-quickbooks — QuickBooks Online MCP Server

Automate your entire QuickBooks accounting workflow — manage invoices, customers, expenses, payments, and financial reports from any AI agent.

QuickBooks Online is the leading cloud accounting platform for small and mid-sized businesses. This MCP server gives your agents complete access to the QuickBooks Online Accounting API: creating and sending invoices, managing customers, recording expenses, applying payments, running Profit & Loss and Balance Sheet reports, and executing custom QQL queries.

Live endpoint: https://mcp.aerostack.dev/s/aerostack/mcp-quickbooks

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What You Can Do

• Create and email invoices to customers automatically from external triggers (signed contracts, CRM updates, project completions)
• Apply payments against open invoices and update account balances in real time
• Record expenses and purchases from any channel — expense reports, receipts, card transactions
• Pull Profit & Loss and Balance Sheet reports on demand for financial analysis and forecasting
• Run custom QQL queries to extract any accounting data for reporting or audit

Available Tools

Tool	Description
list_invoices	List invoices with optional filters for customer, date range, and count
get_invoice	Get full invoice details including line items, balance, and due date
create_invoice	Create an invoice with line items, due date, and billing email
update_invoice	Update invoice fields — line items, due date, memo — using sparse update
send_invoice	Email an invoice to the customer's billing email or a specified address
void_invoice	Void an invoice (sets balance to $0, retains record)
list_customers	List customers with active/inactive filter and pagination
get_customer	Get full customer details including balance and contact info
create_customer	Create a customer with name, email, phone, and billing address
update_customer	Update customer fields using sparse update
get_customer_balance	Get outstanding balance for a specific customer
list_expenses	List expense (Purchase) transactions with date and account filters
create_expense	Create an expense with account, payment type, and line items
list_payments	List payments received with customer and date filters
create_payment	Create a payment and apply it to a specific invoice
get_profit_loss	Get Profit & Loss report for a date range, optionally by Month/Quarter/Year
list_items	List products and services with optional type filter
create_item	Create a product or service item with price and income account
list_accounts	List chart of accounts with optional AccountType filter
get_balance_sheet	Get Balance Sheet report as of a specific date
run_query	Execute a custom QuickBooks Query Language (QQL) query
get_company_info	Get company name, address, fiscal year, and currency settings
_ping	Verify credentials by calling the company info endpoint

Configuration

Variable	Required	Description	How to Get
QUICKBOOKS_ACCESS_TOKEN	Yes	QuickBooks Online OAuth 2.0 access token	QuickBooks Developer Portal → Create App → OAuth 2.0 Playground
QUICKBOOKS_REALM_ID	Yes	Your QuickBooks company/realm ID	Visible in the URL when logged in: https://app.qbo.intuit.com/app/homepage?realmId=YOUR_REALM_ID

Getting an Access Token

1. Go to developer.intuit.com and create an app
2. Under Keys & OAuth, use the OAuth 2.0 Playground to generate tokens
3. Select scopes: com.intuit.quickbooks.accounting
4. Complete the OAuth flow — copy the Access Token and Realm ID

Access tokens expire after 1 hour. Use a refresh token flow in production or use the Intuit OAuth 2.0 playground for testing.

Quick Start

Add to Aerostack Workspace

1. Go to aerostack.dev → Your Project → MCPs
2. Search for "QuickBooks" and click Add to Workspace
3. Add your QUICKBOOKS_ACCESS_TOKEN and QUICKBOOKS_REALM_ID under Project → Secrets

Once added, every AI agent in your workspace can manage QuickBooks accounting automatically.

Example Prompts

"Create an invoice for Acme Corp for $2,500 for consulting services, due April 30"
"Apply a $1,500 payment from customer 58 against invoice 145"
"Get the Profit & Loss report for Q1 2026 summarized by month"
"List all overdue invoices with a balance greater than zero"

Direct API Call

curl -X POST https://mcp.aerostack.dev/s/aerostack/mcp-quickbooks \
  -H 'Content-Type: application/json' \
  -H 'X-Mcp-Secret-QUICKBOOKS-ACCESS-TOKEN: your-access-token' \
  -H 'X-Mcp-Secret-QUICKBOOKS-REALM-ID: your-realm-id' \
  -d '{"jsonrpc":"2.0","id":1,"method":"tools/call","params":{"name":"get_company_info","arguments":{}}}'

License

MIT