QuickBooks Desktop

io.github.devwithmj由 GitHub 帳號 devwithmj 發布v0.1.6更新於 Nov 1, 2026

Read QuickBooks Desktop data and, if enabled, make safe changes. Windows only.

已驗證STDIO僅桌面金融商業與電商

概覽

AI 產生的概覽

本機 Windows MCP 伺服器,讓助理讀取 QuickBooks Desktop 公司資料,並在啟用後進行受控的修改。

可以做什麼
  • 以精簡表格讀取客戶、供應商、員工、品項、科目、發票、帳單、付款、庫存、工時與自訂欄位
  • 執行帳齡、損益表、資產負債表等標準報表
  • 啟用寫入後可建立、更新、刪除與作廢記錄,並提供預覽、確認權杖、冪等鍵、批次處理與稽核記錄
  • 在 QuickBooks 視窗中開啟記錄,並使用庫存組合、價格等級、自訂欄位等桌面版專屬資料
  • 可為無法自行啟動伺服器的用戶端提供帶存取金鑰的本機 HTTP 模式
適用情境
適合在 Windows 上使用 QuickBooks Desktop Pro、Premier 或 Enterprise 的企業,讓助理查詢帳務、產生報表或進行受控的記錄修改。不適用於 QuickBooks Online 或 Mac 版 QuickBooks。
執行需求
Windows 上安裝並授權的 QuickBooks Desktop,以及公司檔案的管理員權限,以完成一次性的 QuickBooks 內授權。可透過 npx、dnx、.mcpb 套件或 exe 在本機執行。可選設定 QB_COMPANY_FILE 為公司檔案路徑,留空則使用 QuickBooks 中已開啟的檔案。不需開發者帳號或 OAuth。
安裝前請注意
預設為唯讀;寫入須以參數或 QB_ALLOW_WRITES 等環境變數明確開啟,刪除與作廢一律需要確認。敏感號碼預設遮蔽、薪資功能預設關閉,但開啟寫入後助理可建立、修改、刪除或作廢真實的會計記錄。HTTP 模式需要存取金鑰(QB_HTTP_KEY),不應在未自建通道的情況下對外暴露。仍為 1.0 之前的版本,僅在單一 Enterprise 版本與年度測試過。

安裝

在 SourceWeft 中

  1. 開啟 儀表板中的 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。

Desktop only,透過 STDIO。 STDIO 服務會啟動本機處理程序,因此需要 SourceWeft 桌面主機。

其他 MCP 客戶端

參照 儲存庫 中的啟動說明。

README

quickbooks-mcp

Open-source MCP server that connects QuickBooks Desktop (Pro, Premier, Enterprise) to LLMs and agents.

[npm] [NuGet] [Release] [License: MIT]

Status: pre-1.0. Run so far against QuickBooks Desktop Enterprise Accountant 24.0 with Intuit's sample company file; other editions and years are not yet tested (see COMPATIBILITY.md, and the tester guide if you can help).

What you get

  • Read: customers, vendors, employees, items, accounts, invoices, bills, payments, inventory, time, custom fields, and every standard report (aging, P&L, balance sheet, ...), as compact tables.
  • Change, only if you allow it: create, update, delete and void, with previews, confirmation tokens, idempotency keys, batches and an audit log.
  • Safe by default: read-only, tax IDs and bank and card numbers masked, payroll off, card data never accepted.
  • Local: runs on your Windows PC next to QuickBooks and talks to it through its SDK. No cloud, no telemetry.

Install

Claude Desktopopen the .mcpb from the latest release
Claude Code/plugin marketplace add devwithmj/quickbooks-mcp, then /plugin install quickbooks-desktop@quickbooks-mcp
npxnpx -y @devwithmj/quickbooks-mcp
dnxdnx DevWithMJ.QuickBooks.Mcp --yes
exequickbooks-mcp-win-x64.exe (or -win-x86) from the release

Then allow access once in QuickBooks (--authorize) and add the server to your AI app. Step by step: docs/GUIDE.md.

Packages and listings: npm, NuGet, GitHub releases, the official MCP Registry (io.github.devwithmj/quickbooks-mcp) and Glama.

Turn on changes

Everything is read-only until you opt in. Add the flag to the arguments your MCP client starts the server with:

json
"args": ["-y", "@devwithmj/quickbooks-mcp", "--allow-writes"]

or set an environment variable: QB_ALLOW_WRITES=true for everything, or QB_ENABLE_WRITE, QB_ENABLE_UPDATE and QB_ENABLE_DELETE for one kind each (QB_WRITE_ALLOW=Invoice,Customer limits which record types can change). Deletes and voids always need a confirmation step. Details: docs/WRITES.md.

Use it over HTTP (advanced)

Most clients start the server themselves. For a client that cannot, quickbooks-mcp --http serves MCP over HTTP on 127.0.0.1:8765 only, and every request needs an access key (printed at start, or set QB_HTTP_KEY). Changes stay off unless you also pass --http-allow-writes. To reach it from another device, put your own tunnel in front of it: docs/REMOTE-ACCESS.md.

QuickBooks Online or Desktop?

This project is for QuickBooks Desktop. If you use QuickBooks Online, use Intuit's own server: intuit/quickbooks-online-mcp-server (Apache-2.0). We read its design for ideas and wrote our own code; no code was copied.

QuickBooks Online server (Intuit)This project (Desktop)
TargetsQuickBooks OnlineQuickBooks Desktop Pro, Premier, Enterprise (Windows)
Where it runsTalks to Intuit's cloud APIOn your PC, next to QuickBooks, through its local SDK
Setup and sign-inAn Intuit developer app and OAuthA one-time "allow this app" approval inside QuickBooks (--authorize); no developer account
Only on DesktopInventory assemblies and sites, price levels, workers comp codes, custom fields via data extensions, opening a record in the QuickBooks window
Only on OnlineAttachments, invoice PDFs and other cloud features
Safety defaultSee that projectRead-only until you enable writes; deletes and voids need your approval; sensitive numbers masked; payroll off; audit log
Data pathThrough Intuit's cloudStays on your computer except what the assistant is shown

The two do not share a company file or an account: a business on Online should not use this project, and a Desktop business cannot use Intuit's.

Requirements

  • Windows with QuickBooks Desktop installed and licensed.
  • Admin access to the company file for the one-time authorization.

Not for QuickBooks Online (Intuit has its own MCP server), QuickBooks for Mac (no SDK), card processing, or running as a Windows service. See docs/SCOPE.md.

Documentation

Legal

Not affiliated with or endorsed by Intuit. See NOTICE.md.

License

MIT

來源:README.md,提交 f14f116

工具

0
SourceWeft 尚未在沙箱中啟動過該軟體包,因此其工具未知。

版本歷史

2
  1. v0.1.6最新Oct 18, 2026
  2. v0.1.4Oct 18, 2026

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