
QuickBooks Online
io.github.mindstone由 GitHub 账号 mindstone 发布v0.4.3更新于 Oct 24, 2026
QuickBooks Online MCP server: invoices, bills, customers, vendors, employees, and accounts
概览
本地 MCP 服务器,让助手读写 QuickBooks Online 的客户、供应商、发票、账单、报价、员工、科目和财务报表
- 可以做什么
- 用 QuickBooks 查询语言查询并获取单个实体,运行利润表、资产负债表、现金流量表、应收账龄和应付账龄等财务报告。列出、创建和更新客户与供应商,包括将其停用。列出、创建和更新发票,把发票邮件发送给客户,并将发票下载为 PDF。列出和创建报价与账单,列出员工和会计科目表。在助手内配置 QuickBooks Online 的 OAuth 凭据。
- 适用场景
- 适合让助手直接处理公司的 QuickBooks Online 账务:拉取报表、查询客户或发票、起草并发送发票,或在不打开 QuickBooks 网页界面的情况下登记账单和报价。
- 运行要求
- 通过 npx 在本地运行,需要 Node.js 20+ 和 npm。需要 Intuit 开发者应用,以及环境变量 QUICKBOOKS_CLIENT_ID、QUICKBOOKS_CLIENT_SECRET、QUICKBOOKS_REFRESH_TOKEN 和 QUICKBOOKS_REALM_ID;QUICKBOOKS_ENVIRONMENT 选择 sandbox 或 production,默认 production。需要访问 QuickBooks API 的网络连接。
安装
在 SourceWeft 中
- 打开 控制台中的 QuickBooks Online,将其添加到工作区。
- 为需要使用其工具的对话启用该服务。
Desktop only,通过 STDIO。 STDIO 服务会启动本地进程,因此需要 SourceWeft 桌面宿主。
其他 MCP 客户端
参照 仓库 中的启动说明。
README
@mindstone/mcp-server-quickbooks
[npm version] [License: FSL-1.1-MIT]
QuickBooks Online MCP server for Model Context Protocol hosts. Manage invoices, bills, customers, vendors, employees, and accounts in QuickBooks Online through a standardised MCP interface.
Status
- Version: 0.4.3 · npm
- Auth: OAuth (
QUICKBOOKS_REFRESH_TOKEN) - Tools: 21 (customers, vendors, invoices, bills, estimates, reports)
- Surface: cloud-api
- Machine-readable:
STATUS.json
Production writes are enabled by default
Every QuickBooks-mutating tool
(create_quickbooks_invoice, create_quickbooks_bill,
create_quickbooks_customer, create_quickbooks_vendor,
create_quickbooks_estimate, send_quickbooks_invoice_email,
update_quickbooks_invoice, update_quickbooks_customer,
update_quickbooks_vendor) executes its write without any opt-in:
capability is enabled by default and the host's tool-approval layer is the
gate. Read-only tools (list_*, get_*, query_*, download_*,
configure_quickbooks) are unaffected.
Versions 0.3.0–0.4.0 gated these writes behind a QB_ALLOW_PROD_WRITES=1
environment variable. That gate has been removed; the variable is no longer
read and can be deleted from host configurations.
Requirements
- Node.js 20+
- npm
One-click install
[Add to Cursor] [Add to VS Code] [Add to VS Code Insiders]
After clicking the button, your host will prompt you to fill: QUICKBOOKS_CLIENT_ID, QUICKBOOKS_CLIENT_SECRET, QUICKBOOKS_REFRESH_TOKEN, QUICKBOOKS_REALM_ID, QUICKBOOKS_ENVIRONMENT.
Manual config for Claude Desktop / Claude Code / Goose / Continue.dev (QuickBooks Online)
Quick Start
Install & build
npx (once published)
Local
Configuration
Environment variables
QUICKBOOKS_CLIENT_ID— Intuit Developer app client IDQUICKBOOKS_CLIENT_SECRET— Intuit Developer app client secretQUICKBOOKS_REFRESH_TOKEN— OAuth 2.0 refresh tokenQUICKBOOKS_REALM_ID— QuickBooks company (realm) IDQUICKBOOKS_ENVIRONMENT—sandboxorproduction(default:production)MCP_HOST_BRIDGE_STATE— optional path to a host bridge state file used for credential managementMINDSTONE_REBEL_BRIDGE_STATE— backwards-compatible alias forMCP_HOST_BRIDGE_STATE
Host configuration examples
Claude Desktop / Cursor
Local development (no npm publish needed)
Tools (21)
Configuration
configure_quickbooks— Configure QuickBooks Online OAuth credentials
Query
query_quickbooks— Run a QuickBooks query using QuickBooks Query Languageget_quickbooks_entity— Get a single entity by type and ID
Reports
get_quickbooks_report— Run a financial report (ProfitAndLoss, BalanceSheet, CashFlow, AgedReceivables, AgedPayables)
Customers
list_quickbooks_customers— List customerscreate_quickbooks_customer— Create a new customerupdate_quickbooks_customer— Sparse-update a customer (deactivate withactive: false)
Vendors
list_quickbooks_vendors— List vendorscreate_quickbooks_vendor— Create a new vendorupdate_quickbooks_vendor— Sparse-update a vendor (deactivate withactive: false)
Invoices
list_quickbooks_invoices— List invoicescreate_quickbooks_invoice— Create a new invoiceupdate_quickbooks_invoice— Sparse-update invoice header fields (dueDate, memo, privateNote)send_quickbooks_invoice_email— Email an invoice to its customerdownload_quickbooks_invoice_pdf— Download an invoice as a PDF (saved to the system temp directory)
Estimates
list_quickbooks_estimates— List estimates (quotes)create_quickbooks_estimate— Create a new estimate
Bills
list_quickbooks_bills— List bills (accounts payable)create_quickbooks_bill— Create a new bill
Employees
list_quickbooks_employees— List employees
Accounts
list_quickbooks_accounts— List chart of accounts
Untrusted content envelopes
Text authored inside QuickBooks (customer/vendor display names, memos, line
descriptions, report cells) is attacker-influenceable, so the connector wraps
it in <untrusted-content source="quickbooks:…"> envelopes before returning
it to the model. Typed entity payloads are sanitized deny-by-default: every
string is enveloped — including strings inside arrays, which have no key
context — unless its key is a narrow structural predicate (IDs, SyncToken,
dates/timestamps, enums) and its value passes a shape guard. query_quickbooks,
get_quickbooks_entity, and reports envelope every string key and value
wholesale. Structural values such as Id, SyncToken, dates, and
amounts are left untouched so they stay usable as inputs to follow-up calls.
Licence
FSL-1.1-MIT — Functional Source License, Version 1.1, with MIT future licence. The software converts to MIT licence on 2030-04-08.
来源:connectors/quickbooks/README.md,提交 0396f0b
工具
0版本历史
2- v0.4.3最新Oct 14, 2026
- v0.4.2Sep 16, 2026
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