About Zeno
Zeno lets Claude, Codex, and the ChatGPT desktop app work with QuickBooks Desktop bookkeeping on Windows, with human approval required before posting. It supports book analysis, batch preparation, and corrections while keeping the company file on the workstation.
Key features
- 01Query QuickBooks reports and a local SQL copy
- 02Prepare bill, check, and journal entry batches
- 03Apply or reverse batches after human review
- 04Correct, void, delete, or merge posted records
- 05Record rules, pending work, and work logs
Use cases
- 01Ask questions about quarterly expenses
- 02Review pending payment or invoice batches
- 03Correct existing QuickBooks bookkeeping entries
MCP support
The README says the plugin itself contains instructions only and declares no MCP server; its tools are provided by the separately installed Zeno program, which connects to QuickBooks Desktop.
Configuration
Local server config is the same for every client. Copy it into your client’s MCP config file.
We haven’t collected a package or remote endpoint for this server. Follow the instructions in the project README.
Tools
Local servers expose tools only once running on your machine, and the maintainer has not provided a tool list.
Details
From the project READMEZeno
Bookkeeping in QuickBooks Desktop with a person's review before anything posts. This plugin teaches Claude, Codex and the ChatGPT desktop app how to work a QuickBooks Desktop company file through Zeno: set up and register company files, answer questions from the books, prepare batches of bills, checks, journal entries, invoices and payments for a person to approve, correct work that is already posted, and leave a record the next session can pick up.
What you need
- A Windows PC with QuickBooks Desktop (Pro, Premier, Accountant or Enterprise) installed and the company file open.
- Zeno, installed on that same PC from
zenofirm.com/quickbooks-desktop.
The installer provides the
qb_*tools and connects them to Claude, the ChatGPT desktop app and Codex. Quit and reopen your chat client after it runs.
Without the installed program these skills have no tools to call and will say so. The company file is read on the workstation and is never uploaded.
Skills
| Skill | Use it to |
|---|---|
zeno-qb-setup | Connect company files, check licence and read-only status, get past the first QuickBooks authorization. |
zeno-qb-analysis | Answer questions: statements from QuickBooks' own reports, anything else from a local SQL copy. |
zeno-qb-batch | Prepare, review, apply and reverse batches. Nothing posts until a person approves. |
zeno-qb-corrections | Fix, void, delete or merge what is already in the books, smallest change first. |
zeno-qb-continuity | Resume pending work, follow playbooks, and record rules, knowledge and the work log. |
Try: "Set up Zeno with my QuickBooks company files", "What did we spend on fuel last quarter?", or "Show me the batches waiting for review."
What this plugin runs and sends
This plugin is instructions only. It contains no programs, hooks or MCP server declarations, runs nothing on install, and sends nothing anywhere.
The tools it describes come from the separately installed Zeno program, which runs on the workstation and talks to QuickBooks through Intuit's QuickBooks Desktop SDK. That program keeps its journal and local copy of the books on the same PC. It makes network calls only for these purposes: one anonymous check for a newer release at zenofirm.com, and, if the workstation is linked to a Zeno account for the bank feed add-on, the exchange with api.zenofirm.com that carries bank transactions to it. The licence check is offline. See the privacy policy and what it cannot do.
Support
zenofirm.com/support or [email protected]. Documentation: zenofirm.com/docs/quickbooks-desktop.
This plugin's skill files are MIT licensed (see LICENSE). The Zeno for
QuickBooks Desktop program is licensed separately under its end user licence
agreement. QuickBooks is a trademark of Intuit Inc.; Zeno is not affiliated
with or endorsed by Intuit.
Comments
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