
Devart MCP Server for QuickBooks Online (ADO.NET)
com.devartPublished by devart.comv1.1.0Updated Nov 3, 2026
Schema-aware read/write access to QuickBooks Online through Devart dotConnect ADO.NET data provider.
Overview
Local MCP server that gives an AI assistant schema-aware read/write access to QuickBooks Online data through Devart dotConnect ADO.NET.
- What you can do
- Query QuickBooks Online business data in natural language, translated into structured queries and returned as structured results
- Read and write QuickBooks Online records through the Devart dotConnect ADO.NET provider
- Analyze cash position, outstanding invoices, payments and bank balances
- Break down expenses by vendor, category, period and project
- Produce profit and loss summaries, revenue breakdowns and expense comparisons
- Retrieve categorized transactions, payroll and contractor payment history
- When to use it
- Useful for teams and accountants whose primary financial data lives in QuickBooks Online and who want to ask questions or generate reports in chat instead of exporting data or writing queries manually.
- Requirements
- Runs as a local Windows process (desktop only) with .NET 8 SDK for building from source; the Devart dotConnect for QuickBooks Online provider is restored via NuGet, and the ODBC variant needs the separately installed Devart ODBC Driver. A connection is configured in an mcpserver.json file or via the DEVART_MCP_QUICKBOOKS_CONNECTION connection string, including company ID and license key; stdio or http transport.
Installation
In SourceWeft
- Open Devart MCP Server for QuickBooks Online (ADO.NET) in the dashboard and add it to a workspace.
- Enable the server for the chats that should use its tools.
Desktop only via STDIO. STDIO servers start a local process, so they need the SourceWeft desktop host.
Other MCP clients
Follow the launch instructions in the repository.
README
[Devart MCP Server for QuickBooks Online]
Version 1.1.0
Devart MCP Server for QuickBooks Online
Devart MCP Server for QuickBooks Online enables AI clients to interact with your data through a secure server running in your environment. It turns a regular AI chat into a practical way to work with real-world business data — and it is faster than conventional export or manual querying.
Key benefits
Devart MCP Server for QuickBooks Online allows you to:
- Work with data intuitively through natural language.
- Retrieve the required data for analysis within minutes.
- Report on your data faster with AI-powered assistance.
- Minimize manual data handling and integration maintenance.
How it works
Devart MCP Server for QuickBooks Online helps AI clients communicate directly with QuickBooks Online databases using natural-language prompts. It translates AI requests into structured queries, executes them through Devart connectivity drivers, and returns clean, structured results for seamless AI-powered data access.
[Devart MCP Server architecture]
Quick start
To get started with Devart MCP Server for QuickBooks Online:
1. Download and install Devart ODBC Driver for QuickBooks Online.
2. Download and install Devart MCP Server for QuickBooks Online.
3. In Devart MCP Server for QuickBooks Online, configure your data connection and integration settings.
[Devart MCP Server configuration]
4. Run your first natural-language query.
[Need an MCP Server for multiple data sources?]
Manual installation and configuration
Prerequisites
Before building and running Devart MCP Server for QuickBooks Online, ensure the following components are installed:
- .NET 8 SDK
- ADO.NET connection — Devart.AI.McpServer.AdoNet.QuickBooks.csproj Devart dotConnect for QuickBooks Online (installed automatically via NuGet during build)
- ODBC connection — Devart.AI.McpServer.Odbc.QuickBooks.csproj Devart ODBC Driver for QuickBooks Online (requires manual download and installation)
Step 1: Clone the repository
Clone the project repository and navigate to the project directory:
1. Open Command Prompt.
2. Enter the following command:
Step 2: Build the MCP Server from source
You can build Devart MCP Server for QuickBooks Online from source using either of the supported database connectivity technologies: ADO.NET or ODBC.
- To build the MCP server with ADO.NET, run the following command:
The Devart dotConnect for QuickBooks Online NuGet package is downloaded and restored automatically.
- To build the MCP server with ODBC, select the command based on the bitness of your data source.
For 64-bit data source, run the following command:
For 32-bit data source, run the following command:
Note
The target platform must match the bitness of your ODBC data source.
Step 3: Configure the database connection for the MCP Server
1. Create an mcpserver.json configuration file in the directory containing the built MCP Server executable.
2. In the file, configure the database connection.
- Configure a connection with ADO.NET.
Add the following configuration to the mcpserver.json file:
- Configure a connection with ODBC.
Add the following configuration to the mcpserver.json file:
- Configure a connection with ODBC using a connection string.
Add the following configuration to the mcpserver.json file:
where:
-
Name— The connection name. -
ConnectionString(applies to ADO.NET) — A database-specific connection string used to establish a connection to the target database. -
DsnName(applies to ODBC) — The name of your data source. -
ProtocolType— A transport protocol. The possible options are:stdioorhttp. -
HttpPort(required ifProtocolTypeis set tohttp) — The port number for thehttpprotocol.
Step 4: Run the MCP server
After you configure the MCP Server, you can start it.
Note
This step is required only when
ProtocolTypeis configured ashttp. If you use thestdiotransport protocol, your AI client starts the server automatically.
- To start the server with ADO.NET, run the following command:
- To start the server with ODBC, run the following command:
where my_quickbooks is the name of the ODBC connection.
Step 5: Integrate with Claude Desktop
1. Open claude_desktop_config.json, the Claude configuration file.
Tip
If you can't locate the configuration file, it may not exist yet. To create it, open Claude Desktop and navigate to File > Settings > Developer, then click Edit Config. The folder with the
claude_desktop_config.jsonfile opens.
2. Add one of the following objects, depending on the transport protocol used by MCP Server:
- STDIO
where:
-
devartis the connector name that will appear in Claude Desktop. -
C:\\path\\to\\Devart.AI.McpServer.AdoNet.QuickBooks.exeis the path to the executable file. For an ODBC connection, useDevart.AI.McpServer.Odbc.QuickBooks.exe. -
my_quickbooksis the connection name specified in themcpserver.jsonconfiguration file. -
HTTP
where:
devartis the connector name that will appear in Claude Desktop.5000is the MCP Server listening port.
3. Save the file.
4. Restart Claude Desktop.
Devart MCP Server for QuickBooks Online is now integrated with Claude, and devart appears in the Claude Desktop app in Customize > Connectors.
You can also integrate Devart MCP Server for QuickBooks Online with other AI clients such as Cline, Codex, Cursor, Visual Studio Code, Windsurf, Zed.
Supported clients
Devart MCP Server for QuickBooks Online supports integration with the following AI clients:
- Claude Desktop
- Visual Studio Code
- Cursor
- Codex
- Windsurf
- Cline
- Zed
- ...and other MCP-compatible AI clients
Typical use cases
Devart MCP Server for QuickBooks Online is a practical fit for teams working with QuickBooks Online as their primary data source.
-
Cash flow and liquidity analysis
Ask questions about current cash position, outstanding invoices, upcoming payments, and bank balances stored in QuickBooks Online. -
Expense tracking and cost analysis
Analyze expenses by vendor, category, time period, and project to understand cost trends and identify optimization opportunities. -
Accounts receivable and invoice status
Let business owners and accountants check overdue invoices, customer payment histories, and outstanding receivables from QuickBooks. -
Profit and loss reporting
Generate on-demand P&L summaries, revenue breakdowns, and expense comparisons from QuickBooks Online financial data. -
Tax preparation data access
Retrieve categorized transaction data, expense summaries, and income records from QuickBooks to support tax preparation and review. -
Payroll and contractor payment history
Query payroll runs, contractor payments, and labor cost data from QuickBooks Online payroll records.
Licensing and activation
Devart MCP Server for QuickBooks Online is distributed as a free single-source MCP server.
To connect to QuickBooks Online, the server requires the corresponding Devart ODBC Driver for QuickBooks Online, which is a paid product.
A 30-day free trial is available for the Devart ODBC Driver for QuickBooks Online.
See the product page and documentation for the latest installation and activation details.
Support
Other Devart connectivity solutions
Source: README.md at commit ffac340
Tools
0Version history
1- v1.1.0LatestSep 23, 2026
Score
40% of the applicable checks met
How complete this listing is, computed from the registry entry, the endpoint and public sources. Not a rating of the server and not a statement that it is safe or working today: reachability is a dated check, and no installs or reviews go into the score.
- Reached in the last 30 days25 pts
Keep the endpoint answering the MCP handshake; SourceWeft probes it every 30 days.
- Auth declared10 pts
Declare the credential headers in the registry entry, or keep the endpoint answering the probe so its auth can be classified.
- Tools listed15 pts
Answer tools/list without a credential, or ship a package that starts in a sandbox without one.
- DescriptionRequired15 pts
- Logo10 pts
- Documentation15 pts
- License10 pts
Declare a license in the repository or the registry entry.