
QuickBooks Online
io.github.mindstone由 GitHub 帳號 mindstone 發布v0.4.3更新於 Oct 24, 2026
QuickBooks Online MCP server: invoices, bills, customers, vendors, employees, and accounts
概覽
本機 MCP 伺服器,讓助理讀寫 QuickBooks Online 的客戶、廠商、發票、帳單、報價、員工、科目和財務報表
- 可以做什麼
- 用 QuickBooks 查詢語言查詢並取得單一實體,執行損益表、資產負債表、現金流量表、應收帳齡和應付帳齡等財務報表。列出、建立和更新客戶與廠商,包括將其停用。列出、建立和更新發票,把發票以電子郵件寄給客戶,並將發票下載為 PDF。列出和建立報價與帳單,列出員工和會計科目表。在助理內設定 QuickBooks Online 的 OAuth 憑證。
- 適用情境
- 適合讓助理直接處理公司的 QuickBooks Online 帳務:取得報表、查詢客戶或發票、草擬並寄送發票,或在不開啟 QuickBooks 網頁介面的情況下登錄帳單和報價。
- 執行需求
- 透過 npx 在本機執行,需要 Node.js 20+ 和 npm。需要 Intuit 開發者應用程式,以及環境變數 QUICKBOOKS_CLIENT_ID、QUICKBOOKS_CLIENT_SECRET、QUICKBOOKS_REFRESH_TOKEN 和 QUICKBOOKS_REALM_ID;QUICKBOOKS_ENVIRONMENT 選擇 sandbox 或 production,預設為 production。需要連線至 QuickBooks API 的網路存取。
安裝
在 SourceWeft 中
- 開啟 儀表板中的 QuickBooks Online,將其新增到工作區。
- 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
@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.
來源:connectors/quickbooks/README.md,提交 0396f0b
工具
0版本歷史
2- v0.4.3最新Oct 14, 2026
- v0.4.2Sep 16, 2026
評分
已滿足適用檢查項的 40%
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
請在儲存庫或註冊中心條目中宣告授權條款。