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QuickBooks Online

QuickBooks Online

Local
github.com/mindstoneFinance13Updated today

About QuickBooks Online

QuickBooks Online is an MCP server for hosts that need to work with QuickBooks Online business records. Its tools cover common accounting entities, reports, and invoice handling, including creating and updating records.

Key features

  1. 01Manage customers and vendors
  2. 02Create and update invoices
  3. 03List and create bills
  4. 04Create estimates
  5. 05Run queries and financial reports
  6. 06Download invoice PDFs

Use cases

  1. 01Create or revise customer invoices
  2. 02Record vendor bills and estimates
  3. 03Review financial reports and account data

MCP support

Exposes 21 tools to MCP hosts for querying QuickBooks Online, retrieving records and reports, and managing customers, vendors, invoices, bills, and estimates. OAuth credentials configure access.

Configuration

Local server config is the same for every client. Copy it into your client’s MCP config file.

mcp.json · Universal config
{
"mcpServers": {
"mindstone-mcp-server-quickbooks": {
"command": "npx",
"args": [
"-y",
"@mindstone/mcp-server-quickbooks"
],
"env": {
"QUICKBOOKS_CLIENT_ID": "<QUICKBOOKS_CLIENT_ID>",
"QUICKBOOKS_CLIENT_SECRET": "<QUICKBOOKS_CLIENT_SECRET>",
"QUICKBOOKS_REFRESH_TOKEN": "<QUICKBOOKS_REFRESH_TOKEN>",
"QUICKBOOKS_REALM_ID": "<QUICKBOOKS_REALM_ID>",
"QUICKBOOKS_ENVIRONMENT": "<QUICKBOOKS_ENVIRONMENT>",
"MCP_HOST_BRIDGE_STATE": "<MCP_HOST_BRIDGE_STATE>",
"MINDSTONE_REBEL_BRIDGE_STATE": "<MINDSTONE_REBEL_BRIDGE_STATE>"
}
}
}
}
Run commandnpx -y @mindstone/mcp-server-quickbooks
Environment variables to set
QUICKBOOKS_CLIENT_IDIntuit Developer app client ID
QUICKBOOKS_CLIENT_SECRETSecretIntuit Developer app client secret
QUICKBOOKS_REFRESH_TOKENSecretOAuth 2.0 refresh token
QUICKBOOKS_REALM_IDQuickBooks company (realm) ID
QUICKBOOKS_ENVIRONMENTsandbox or production
MCP_HOST_BRIDGE_STATEOptional path to a host bridge state file used for credential management
MINDSTONE_REBEL_BRIDGE_STATEBackwards-compatible alias for MCP_HOST_BRIDGE_STATE

Local servers need a runtime on your machine (e.g. Node.js 18+). Config file locations differ by client; see your client’s docs.

Packages
npm@mindstone/mcp-server-quickbooks0.4.3

Tools

21

Saved tool list · updated 2w ago

ParameterTypeRequiredDescription
realmIdstringYesQuickBooks company ID (Realm ID)
clientIdstringYesIntuit Developer app Client ID
environmentenumNo"sandbox" or "production" (default: production)sandbox | production
clientSecretstringYesIntuit Developer app Client Secret
refreshTokenstringYesOAuth2 refresh token from the authorization flow

Details

From the project 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

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)
{
  "mcpServers": {
    "QuickBooks Online": {
      "command": "npx",
      "args": [
        "-y",
        "@mindstone/mcp-server-quickbooks"
      ],
      "env": {
        "QUICKBOOKS_CLIENT_ID": "",
        "QUICKBOOKS_CLIENT_SECRET": "",
        "QUICKBOOKS_REFRESH_TOKEN": "",
        "QUICKBOOKS_REALM_ID": "",
        "QUICKBOOKS_ENVIRONMENT": "production"
      }
    }
  }
}

Quick Start

Install & build
cd <path-to-repo>/connectors/quickbooks
npm install
npm run build
npx (once published)
npx -y @mindstone/mcp-server-quickbooks
Local
node dist/index.js

Configuration

Environment variables
  • QUICKBOOKS_CLIENT_ID — Intuit Developer app client ID
  • QUICKBOOKS_CLIENT_SECRET — Intuit Developer app client secret
  • QUICKBOOKS_REFRESH_TOKEN — OAuth 2.0 refresh token
  • QUICKBOOKS_REALM_ID — QuickBooks company (realm) ID
  • QUICKBOOKS_ENVIRONMENT — sandbox or production (default: production)
  • MCP_HOST_BRIDGE_STATE — optional path to a host bridge state file used for credential management
  • MINDSTONE_REBEL_BRIDGE_STATE — backwards-compatible alias for MCP_HOST_BRIDGE_STATE

Host configuration examples

Claude Desktop / Cursor
{
  "mcpServers": {
    "QuickBooks": {
      "command": "npx",
      "args": ["-y", "@mindstone/mcp-server-quickbooks"],
      "env": {
        "QUICKBOOKS_CLIENT_ID": "your-client-id",
        "QUICKBOOKS_CLIENT_SECRET": "your-client-secret",
        "QUICKBOOKS_REFRESH_TOKEN": "your-refresh-token",
        "QUICKBOOKS_REALM_ID": "your-realm-id"
      }
    }
  }
}
Local development (no npm publish needed)
{
  "mcpServers": {
    "QuickBooks": {
      "command": "node",
      "args": ["<path-to-repo>/connectors/quickbooks/dist/index.js"],
      "env": {
        "QUICKBOOKS_CLIENT_ID": "your-client-id",
        "QUICKBOOKS_CLIENT_SECRET": "your-client-secret",
        "QUICKBOOKS_REFRESH_TOKEN": "your-refresh-token",
        "QUICKBOOKS_REALM_ID": "your-realm-id"
      }
    }
  }
}

Tools (21)

Configuration
  • configure_quickbooks — Configure QuickBooks Online OAuth credentials
Query
  • query_quickbooks — Run a QuickBooks query using QuickBooks Query Language
  • get_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 customers
  • create_quickbooks_customer — Create a new customer
  • update_quickbooks_customer — Sparse-update a customer (deactivate with active: false)
Vendors
  • list_quickbooks_vendors — List vendors
  • create_quickbooks_vendor — Create a new vendor
  • update_quickbooks_vendor — Sparse-update a vendor (deactivate with active: false)
Invoices
  • list_quickbooks_invoices — List invoices
  • create_quickbooks_invoice — Create a new invoice
  • update_quickbooks_invoice — Sparse-update invoice header fields (dueDate, memo, privateNote)
  • send_quickbooks_invoice_email — Email an invoice to its customer
  • download_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.

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