mcpField
Q
Quickbooks

Quickbooks

Remote
pipeworx.ioFinance0Updated 5w ago

About Quickbooks

Quickbooks is an MCP server for querying QuickBooks Online customer, invoice, and account data. It offers entity queries and focused retrieval tools, with gateway and local stdio connection options.

Key features

  1. 01Query QuickBooks entities with QBO syntax
  2. 02Retrieve customer profiles
  3. 03List recent invoices
  4. 04Get full invoice details
  5. 05View chart of accounts

Use cases

  1. 01Find customers by query
  2. 02Review invoice amounts and payment status
  3. 03Inspect invoice line items and taxes
  4. 04Check account balances and classifications

MCP support

Exposes QuickBooks data tools to MCP clients through a Pipeworx gateway endpoint or a local stdio server. Gateway connections also include Pipeworx shared meta-tools; standalone mode provides only this pack's tools.

Configuration

Remote servers need no local install. Pick your client, then copy the config or install in one click.

Endpointhttps://gateway.pipeworx.io/quickbooks/mcp
Copy install command
Claude CodeTerminal
Cursor.cursor/mcp.json
VS Code.vscode/mcp.json
Claude Desktopclaude_desktop_config.json
Windsurf~/.codeium/windsurf/mcp_config.json

Run commands in a terminal; paste JSON into the client’s MCP config and restart. Servers that need sign-in will prompt on first connect.

Tools

Details

From the project README

mcp-quickbooks

QuickBooks MCP Pack — query customers, invoices, and accounts via QuickBooks Online API.

Part of Pipeworx — an MCP gateway connecting AI agents to 1683+ live data sources.

Tools

ToolDescription
qb_queryExecute a QuickBooks SQL-like query (QBO query language) against any entity type — Customer, Invoice, Account, etc. Example: "SELECT * FROM Customer MAXRESULTS 10". Returns raw QuickBooks API response with matching records.
qb_get_customerRetrieve a customer's complete profile including contact info, email, phone, and account balance by customer ID.
qb_list_invoicesGet recent invoices with number, customer, amount, due date, and payment status. Use qb_get_invoice for full line-item details.
qb_get_invoiceRetrieve a complete invoice by ID including all line items, amounts, taxes, and payment history.
qb_list_accountsGet your chart of accounts with account names, types (asset/liability/equity/etc), balances, and classifications.

Quick Start

Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):

{
  "mcpServers": {
    "quickbooks": {
      "url": "https://gateway.pipeworx.io/quickbooks/mcp"
    }
  }
}
What this endpoint actually serves

tools/list at https://gateway.pipeworx.io/quickbooks/mcp returns the tools in the table above plus the shared Pipeworx meta-tools — ask_pipeworx, discover_tools, search_within, remember/recall and the rest of the gateway-wide set. So the tool count you see is larger than this table: a single-pack endpoint currently lists roughly 30 shared tools alongside the pack's own. The connection's initialize response states its exact scope, and is the authoritative answer for a given day.

This is deliberate, not multiplexing by accident. The meta-tools are what let a scoped connection answer a question this pack does not cover — via ask_pipeworx, which routes across the whole catalog — without you adding a second MCP server. There is currently no way to mount a pack endpoint without them; if the extra schemas cost you more context than the routing is worth, connect to the full gateway once rather than to several pack endpoints.

Or connect to the full Pipeworx gateway to get every pack's tools listed directly, instead of just this one's:

{
  "mcpServers": {
    "pipeworx": {
      "url": "https://gateway.pipeworx.io/mcp"
    }
  }
}

Both URLs reach the same gateway and the same 1683+ data sources. The only difference is which pack's tools are listed directly; ask_pipeworx reaches all of them from either one.

No MCP client? Call it over HTTP

This pack runs against a connected quickbooks account, so it needs a Pipeworx key: sign in at https://pipeworx.io/account, connect quickbooks, then call POST https://gateway.pipeworx.io/v1/tools/qb_query with Authorization: Bearer <your Pipeworx key>. Inspect any tool: GET https://gateway.pipeworx.io/v1/tools/qb_query. Find one: POST https://gateway.pipeworx.io/v1/tools/search_packs with {"query":"..."}.

Standalone (no gateway account)

This package also runs as a local stdio MCP server — no Pipeworx account, no gateway round-trip:

{
  "mcpServers": {
    "quickbooks": {
      "command": "npx",
      "args": ["-y", "@pipeworx/mcp-quickbooks"]
    }
  }
}

Or run it directly to confirm it starts:

npx -y @pipeworx/mcp-quickbooks

It speaks MCP over stdin/stdout and answers initialize/tools/list/tools/call for only this pack's tools — none of the shared meta-tools the gateway connection above adds. Same source, same tools, no ask_pipeworx routing.

Using with ask_pipeworx

Instead of calling tools directly, you can ask questions in plain English — this works on the pack endpoint above as well as on the full gateway:

ask_pipeworx({ question: "your question about Quickbooks data" })

The gateway picks the right tool and fills the arguments automatically.

More

License

MIT

Comments

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