Mcp Quickbooks

io.github.codesparPublished by GitHub account codesparv0.2.2Updated Nov 3, 2026

MCP server for QuickBooks Online (Intuit) — customers, invoices, payments, items, accounts, P&L

VerifiedSTDIODesktop onlyFinanceData & AnalyticsBusiness & Commerce

Overview

AI-generated overview

MCP server for QuickBooks Online that lets an assistant manage customers, invoices, payments, bills, items and accounts, and pull P&L reports.

What you can do
  • Create, update and look up customers, vendors and items
  • Create, update, void, delete, send and retrieve invoices
  • Record and retrieve customer payments, create sales receipts and estimates
  • Create and list bills, and list the chart of accounts
  • Run a Profit and Loss report for a date range
  • Query list endpoints with QuickBooks' SQL-like query language
When to use it
Useful when an assistant should work directly with a company's QuickBooks Online books: drafting and sending invoices, recording payments, managing customers and vendors, or pulling a P&L without leaving the chat.
Requirements
Runs locally as an npm package over stdio (Node.js). Needs QB_ACCESS_TOKEN (OAuth2 bearer token, expires in about an hour and must be refreshed outside the server) and QB_REALM_ID (company id). Optional QB_ENV selects sandbox (default) or production, and QB_MINOR_VERSION defaults to 70. Network access to Intuit's API is required.
Before you install
The server holds a QuickBooks access token that grants access to a company's accounting data; token acquisition and refresh are the caller's responsibility. Many tools write, send, void or delete financial records, including emailing invoices to customers, and QB_ENV can point at production books. Review before letting an assistant act on live data.

Installation

In SourceWeft

  1. Open Mcp Quickbooks in the dashboard and add it to a workspace.
  2. 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

@codespar/mcp-quickbooks

MCP server for QuickBooks Online (Intuit) — the most-used accounting platform in the US and UK, and the global default for small-business ERP.

This is our global accounting anchor. While the catalog covers BR/LatAm ERPs (Omie, Conta Azul, Alegra, Bling, Tiny), LatAm SaaS companies that invoice international customers — or subsidiaries of US parent companies — almost universally keep their books in QuickBooks.

Tools (22)

ToolPurpose
create_customerCreate a customer in QuickBooks Online.
update_customerUpdate a customer.
get_customerRetrieve a customer by QuickBooks entity id.
list_customersQuery customers using QBO's SQL-like query language.
create_invoiceCreate an invoice.
update_invoiceUpdate an invoice.
void_invoiceVoid an invoice.
delete_invoiceDelete an invoice.
get_invoiceRetrieve an invoice by QuickBooks entity id.
send_invoiceEmail an invoice to the customer.
create_paymentRecord a customer payment against one or more invoices.
get_paymentRetrieve a payment by QuickBooks entity id.
create_itemCreate a product or service item.
list_itemsQuery items using QBO's SQL-like query language.
create_billCreate a bill (AP / money owed to a vendor).
list_billsQuery bills using QBO's SQL-like query language.
create_vendorCreate a vendor (supplier).
list_vendorsQuery vendors using QBO's SQL-like query language.
create_estimateCreate an estimate (quote).
create_sales_receiptCreate a sales receipt (paid-on-the-spot sale — combines invoice + payment).
list_accountsQuery the chart of accounts using QBO's SQL-like query language.
get_profit_and_loss_reportRun a Profit and Loss report for a date range.

Install

bash
npm install @codespar/mcp-quickbooks

Environment

bash
QB_ACCESS_TOKEN="..."   # OAuth2 bearer (expires in 1hr — caller refreshes)QB_REALM_ID="..."       # company id, issued on authorizationQB_ENV="sandbox"        # or "production". Default: sandboxQB_MINOR_VERSION="70"   # optional, default 70

Authentication

QuickBooks uses OAuth2 authorization_code flow. Access tokens live 1hr; refresh tokens 100 days. This server assumes a valid QB_ACCESS_TOKEN is already issued — token acquisition and refresh live outside the MCP scaffold (typically in your agent's credential manager).

Run

bash
# stdio (default)npx @codespar/mcp-quickbooks
# HTTPMCP_HTTP=true MCP_PORT=3000 npx @codespar/mcp-quickbooks

Query language

QuickBooks list endpoints use a SQL-like syntax passed via ?query=. Examples:

sql
SELECT * FROM Customer WHERE Active = true MAXRESULTS 50SELECT * FROM Item WHERE Type = 'Service'SELECT * FROM Account WHERE AccountType = 'Income'

Pass the full query string to list_customers, list_items, list_accounts.

Enterprise

Need governance, budget limits, and audit trails for agent payments? CodeSpar Enterprise adds policy engine, payment routing, and compliance templates on top of these MCP servers.

License

MIT

Source: packages/erp/quickbooks/README.md at commit d0a519a

Tools

0
SourceWeft has not started this package in its sandbox yet, so its tools are not known.

Version history

1
  1. v0.2.2LatestSep 16, 2026

Score

50% 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