
LedgerCrossing for QuickBooks Desktop
com.ledgercrossing由 ledgercrossing.com 發布v1.15.1更新於 Oct 30, 2026
QuickBooks Desktop MCP server: all 240 qbXML operations for Claude, ChatGPT, Cursor and VS Code
概覽
讓 AI 助理透過探索、驗證並執行 qbXML 操作來查詢與修改 QuickBooks Desktop 公司帳冊的 MCP 伺服器。
- 可以做什麼
- 探索與查閱 qbXML 操作:列出或搜尋 240 個操作,並查看單一操作的完整欄位說明
- 在不接觸 QuickBooks 的情況下驗證 qbXML 請求
- 在 QuickBooks Desktop 中執行 qbXML 並取回回應
- 解釋 QuickBooks 狀態碼,並檢查 QuickBooks 是否運作、開啟了哪個公司帳冊、橋接是否連通
- 適用情境
- 當助理需要讀取或修改 QuickBooks Desktop(Pro、Premier 或 Enterprise)公司帳冊中的資料,例如找出逾期客戶或建立發票,且沒有可用的雲端 API 時適用。適合自行掌控整合、能送出 qbXML 的團隊。
- 執行需求
- Windows 10/11 或 Windows Server 2016–2025,安裝 QuickBooks Desktop 並開啟公司帳冊。需在該機器上安裝並啟用商業版 LedgerCrossing 應用程式(一次性購買,依機器授權)。本機或辦公室網路存取需要應用程式提供的位址與 API 金鑰(X-Api-Key 標頭);透過 claude.ai 或 ChatGPT 從網際網路存取則需要付費的 LedgerCrossing Remote 中繼與每人登入。
安裝
在 SourceWeft 中
- 開啟 儀表板中的 LedgerCrossing for QuickBooks Desktop,將其新增到工作區。
- 為需要使用其工具的對話啟用該服務。
Web executable,透過 Streamable HTTP。 遠端服務在工作區中設定後即可從網頁執行環境執行。
其他 MCP 客戶端
參照 儲存庫 中的啟動說明。
README
LedgerCrossing — MCP server and HTTP API for QuickBooks Desktop
LedgerCrossing gives QuickBooks Desktop (Pro, Premier, Enterprise) an HTTP/qbXML API and an MCP server that your apps and AI agents can reach from anywhere: the same machine, your office network, or the internet through LedgerCrossing Remote.
Claude, ChatGPT, Cursor, VS Code and any other MCP client get six tools covering all 240 qbXML
operations. Your own code gets POST /api/v1/qbxml: send qbXML, get qbXML back. No SOAP service
to host, and no Web Connector polling.
This repository holds documentation, examples, the MCP Registry entry (server.json) and, in its
releases, the Claude Desktop extension bundle (.mcpb). The LedgerCrossing app itself is a commercial Windows
app: a one-time purchase, licensed per machine, with unlimited company files. See
ledgercrossing.com for pricing. Its source is not in this repository, and
nothing here works without the app installed on the QuickBooks machine.
Compatibility: LedgerCrossing works with anything that can make a web request. Off-the-shelf apps that sync through the Web Connector today are controlled by their vendors, and LedgerCrossing is not a replacement underneath them. If you (or your developer) control the integration, switching is straightforward: send the same qbXML you send today as an HTTP POST.
Why QuickBooks Desktop needs this
QuickBooks Desktop has no cloud API. It accepts qbXML only through a COM interface on the machine where it runs. Intuit's official AI connectors cover QuickBooks Online, not Desktop. LedgerCrossing runs beside QuickBooks on that machine and turns it into an endpoint your tools can call.
Connect an AI client
Pick the path by where the AI runs relative to the QuickBooks computer.
The MCP endpoint is http://<machine>:8284/mcp (streamable HTTP). Settings > Allowed
Connections in the app shows the exact address and the API key.
Claude Desktop
- Download
ledgercrossing.mcpbfrom this repository's latest release. - In Claude Desktop open Settings > Extensions > Advanced settings > Extension Developer >
Install Extension… and pick the file. (Windows has no file association for
.mcpb, so double-clicking it won't work.) - Leave the settings at their defaults on the QuickBooks computer. On another office computer, set
LedgerCrossing address (for example
http://qb-server:8284) and paste the API key.
Prefer a config file? See examples/mcp-configs/claude_desktop_config.json
(stdio mode, same machine only).
Claude Code, Cursor, VS Code
Cursor and VS Code configs are in examples/mcp-configs/. From another
office computer, replace localhost with the machine's name. From anywhere, connect over
LedgerCrossing Remote with per-person sign-in, the same way as claude.ai (see
/docs/connect).
Then ask: "Which customers are 60+ days overdue?"
The six tools
The agent discovers what it needs on demand (list_operations → get_operation →
validate_qbxml → run_qbxml), so the catalog never floods its context.
Before you connect an agent: it can write. On the QuickBooks computer and the office network,
run_qbxml can create invoices, payments and edits, with the same power as the HTTP API. Over
LedgerCrossing Remote, each person starts read-only until the owner allows changes. Unbounded
queries are refused by default,
and QuickBooks' Audit Trail records every posted transaction. Connect agents you trust, to company
files you mean them to touch.
Call it from your own code
More in examples/: Python, Node.js and PowerShell, plus validating a request
before sending it.
Reach it from anywhere
- Same machine:
http://localhost:8284. - Office network: turn on Settings > Allowed Connections > Local network; the app requires an API key first and manages its own firewall rule. Free.
- Internet: LedgerCrossing Remote ($39/mo), a managed HTTPS relay with per-person sign-in, which claude.ai and ChatGPT require (Meta Muse is verified over it too). Or run your own tunnel with the free guide for clients that can send an API key header.
Requirements
- Windows 10 or 11, or Windows Server 2016–2025, with QuickBooks Desktop Pro, Premier or Enterprise.
- QuickBooks running with the company file open (or auto-openable). That is a QuickBooks Desktop constraint.
- LedgerCrossing installed and activated on that machine (1.15.1 or later for Meta Muse).
Links
- Product and pricing: https://ledgercrossing.com
- MCP quickstart: https://ledgercrossing.com/docs/mcp
- Connect Claude to QuickBooks Desktop, every option compared: https://ledgercrossing.com/connect-claude-to-quickbooks-desktop
- claude.ai and ChatGPT setup: https://ledgercrossing.com/docs/connect
- Support: [email protected]
License
The documentation, examples and server.json in this repository are MIT licensed (see
LICENSE). The LedgerCrossing app and the .mcpb bundle are commercial software,
licensed per machine under the terms at ledgercrossing.com. The MIT
license does not cover them.
QuickBooks is a registered trademark of Intuit Inc. LedgerCrossing is an independent product for QuickBooks Desktop and is not affiliated with or endorsed by Intuit. Client names belong to their respective owners.
來源:README.md,提交 76bc53f
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1- v1.15.1最新Oct 30, 2026
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