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

已驗證Streamable HTTP可網頁執行金融開發者工具商業與電商

概覽

AI 產生的概覽

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。
安裝前請注意
助理可以寫入:run_qbxml 能建立發票、付款與修改,權限與 HTTP API 相同,因此只應連接可信任的助理到你希望其操作的公司帳冊。遠端存取為付費訂閱,每個人一開始為唯讀,需由擁有者開啟修改權限。API 金鑰可存取 QuickBooks 所在機器,應妥善保管。該應用程式為閉源商業軟體,不在儲存庫中。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 LedgerCrossing for QuickBooks Desktop,將其新增到工作區。
  2. 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.

ClientFromHowNeeds
Claude Desktopthe QuickBooks computer.mcpb bundlenothing to copy
Claude Desktopanother computer in the office.mcpb bundle + address and API keySettings > Allowed Connections > Local network turned on
claude.ai, ChatGPT, Meta MuseanywhereLedgerCrossing Remote ($39/mo)per-person sign-in (OAuth); Meta Muse needs LedgerCrossing 1.15.1 or later
Claude Code, Cursor, VS Codeany of the aboveHTTP configMCP URL + API key (same machine or office); sign-in over Remote
Codex, Gemini CLIthe QuickBooks computer or the officequickstartnothing on the QuickBooks computer (stdio); MCP URL + API key from another 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

  1. Download ledgercrossing.mcpb from this repository's latest release.
  2. 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.)
  3. 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

claude mcp add --transport http quickbooks http://localhost:8284/mcp --header "X-Api-Key: YOUR_KEY"

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

ToolWhat it does
list_operationsLists or searches the 240 qbXML operations, with category and minimum QuickBooks version
get_operationFull field reference for one operation: element order, required fields, max lengths, enums
validate_qbxmlChecks a request against the catalog without touching QuickBooks
run_qbxmlRuns the qbXML in QuickBooks Desktop and returns the response
explain_errorTurns a QuickBooks status code into what went wrong and what to change
get_statusIs QuickBooks up, which company file is open, is the bridge connected

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

bash
curl -s http://localhost:8284/api/v1/qbxml \  -H "X-Api-Key: YOUR_KEY" -H "Content-Type: application/json" \  -d '{"qbxml": "<?xml version=\"1.0\"?><?qbxml version=\"13.0\"?><QBXML><QBXMLMsgsRq onError=\"stopOnError\"><CustomerQueryRq><MaxReturned>10</MaxReturned></CustomerQueryRq></QBXMLMsgsRq></QBXML>"}'

More in examples/: Python, Node.js and PowerShell, plus validating a request before sending it.

EndpointPurpose
POST /api/v1/qbxmlRun a qbXML request
POST /api/v1/validateValidate qbXML against the catalog, no QuickBooks round-trip
GET /api/v1/docs?search=Search the operation catalog
GET /api/v1/docs/{operation}Field reference for one operation, e.g. CustomerQuery
GET /api/v1/errors/{code}Explain a QuickBooks status code
GET /api/v1/healthLiveness check
POST /mcpMCP endpoint (streamable HTTP)

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

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

工具

0
SourceWeft 尚未讀取此伺服器的工具。

版本歷史

1
  1. v1.15.1最新Oct 30, 2026

評分

已滿足適用檢查項的 50%

該評分衡量此收錄條目的完整程度,依據註冊中心條目、端點與公開來源計算得出。它不是對伺服器本身的評價,也不表示伺服器安全或目前可用:可連通性是帶日期的檢查結果,評分也不包含安裝量或使用者評價。

  • 近 30 天內可連通必需25 分

    請保持端點能夠回應 MCP 握手;SourceWeft 每 30 天探測一次。

  • 已宣告認證方式必需10 分

    請在註冊中心條目中宣告憑證請求標頭,或保持端點能夠回應探測,以便判定其認證方式。

  • 已列出工具15 分

    請讓伺服器在無憑證時回應 tools/list,或發布可在沙箱中無憑證啟動的軟體包。

  • 描述必需15 分
  • 圖示10 分
  • 文件15 分
  • 授權條款10 分