QuickBooks Online is Intuit’s cloud-based accounting platform used by millions of small and mid-sized businesses. The QuickBooks MCP server lets you manage invoices, customers, vendors, payments, bills, and financial reports using natural language.
What Can It Do?
- Manage invoices — create, update, send, void, and delete invoices
- Track customers and vendors — create and update contact records
- Record payments and bills — log customer payments, vendor bills, and bill payments
- Generate financial reports — Profit & Loss, Balance Sheet, Cash Flow, Trial Balance, and more
- Query any entity — use SQL-like syntax to list and filter any QuickBooks object
Where to Use It
In Agents (Recommended)
Add QuickBooks as a tool to any agent. The agent can then manage your accounting data conversationally, choosing the right actions based on context.
To add an MCP tool to your agent:
- Open your agent’s configuration
- Click Add tools → Connect an app with MCP
- Search for the integration and select it
- Authenticate with your QuickBooks account
You can control which tools your agent has access to. After adding an integration, click on it to enable or disable specific tools based on what your agent needs.
In Workflows (Via Agent Node)
For automated pipelines, use an Agent Node with QuickBooks tools. This gives you the flexibility of an agent within a deterministic workflow.
As a Custom MCP Node
You can also create a standalone MCP node for a specific action. This generates a reusable node that performs one task, useful when you need the same operation repeatedly in workflows.
To create a custom MCP node:
- Go to your node library and search for the integration
- Click Create a node with AI
- Describe the specific action you want (e.g., “Create an invoice for a customer”)
- Test the node and save it for reuse
Custom MCP nodes are single-purpose by design. For tasks that require multiple steps or dynamic decision-making, use an agent instead.
Querying
| Tool | Description |
|---|
| Execute Query | Run a SQL-like query to list and filter any QuickBooks entity |
Invoices
| Tool | Description |
|---|
| Get Invoice | Retrieve a single invoice by ID |
| Create Invoice | Create a new invoice for a customer with line items |
| Update Invoice | Update an existing invoice |
| Delete Invoice | Delete an invoice |
| Void Invoice | Void an invoice (keeps the record but zeroes the balance) |
| Send Invoice | Send an invoice via email to the customer |
Customers
| Tool | Description |
|---|
| Get Customer | Retrieve a customer by ID |
| Create Customer | Create a new customer record |
| Update Customer | Update an existing customer |
Vendors
| Tool | Description |
|---|
| Get Vendor | Retrieve a vendor by ID |
| Create Vendor | Create a new vendor record |
| Update Vendor | Update an existing vendor |
Payments
| Tool | Description |
|---|
| Get Payment | Retrieve a customer payment by ID |
| Create Payment | Record a customer payment against invoices |
| Delete Payment | Void a customer payment |
| Create Bill Payment | Record a bill payment to a vendor |
Bills
| Tool | Description |
|---|
| Get Bill | Retrieve a vendor bill by ID |
| Create Bill | Create a new bill from a vendor |
| Update Bill | Update an existing bill |
Estimates
| Tool | Description |
|---|
| Get Estimate | Retrieve an estimate by ID |
| Create Estimate | Create a new estimate/quote for a customer |
| Update Estimate | Update an existing estimate |
Items (Products & Services)
| Tool | Description |
|---|
| Get Item | Retrieve a product or service item by ID |
| Create Item | Create a new product or service item |
| Update Item | Update an existing item |
Accounts (Chart of Accounts)
| Tool | Description |
|---|
| Get Account | Retrieve an account by ID |
| Create Account | Create a new account in the chart of accounts |
| Update Account | Update an existing account |
Employees
| Tool | Description |
|---|
| Get Employee | Retrieve an employee by ID |
| Create Employee | Create a new employee record |
Journal Entries
| Tool | Description |
|---|
| Get Journal Entry | Retrieve a journal entry by ID |
| Create Journal Entry | Create a new journal entry with debit/credit lines |
Sales Receipts & Credit Memos
| Tool | Description |
|---|
| Get Sales Receipt | Retrieve a sales receipt by ID |
| Create Sales Receipt | Create a new sales receipt (cash sale) |
| Get Credit Memo | Retrieve a credit memo by ID |
| Create Credit Memo | Create a credit memo for a customer |
Vendor Credits & Purchases
| Tool | Description |
|---|
| Get Vendor Credit | Retrieve a vendor credit by ID |
| Create Vendor Credit | Create a vendor credit |
| Get Purchase | Retrieve a purchase/expense by ID |
| Get Purchase Order | Retrieve a purchase order by ID |
Time Activities
| Tool | Description |
|---|
| Get Time Activity | Retrieve a time tracking entry by ID |
| Create Time Activity | Log a new time tracking entry |
| Update Time Activity | Update an existing time activity |
Financial Reports
| Tool | Description |
|---|
| Get Profit And Loss Report | Run a Profit & Loss report for a date range |
| Get Balance Sheet Report | Run a Balance Sheet report as of a date |
| Get Cash Flow Report | Run a Statement of Cash Flows report |
| Get Trial Balance Report | Run a Trial Balance report as of a date |
| Get Aged Receivables Report | Run an Aged Receivables report |
| Get Aged Payables Report | Run an Aged Payables report |
| Get General Ledger Report | Run a General Ledger report |
Company Info
| Tool | Description |
|---|
| Get Company Info | Retrieve connected company information |
| Get Preferences | Retrieve company preferences and settings |
Example Prompts
Use these with your agent or in the Agent Node:
Create an invoice:
Create an invoice for customer John Smith for 5 hours of consulting at $150/hour
Run an aged receivables report and show me anything overdue by more than 30 days
Record a $750 payment from Acme Corp against invoice INV-1042
Show me the Profit & Loss report for Q1 2026
Find all invoices for customers in California with a balance over $1000
Troubleshooting
| Issue | Solution |
|---|
| Authentication failing | Ensure you’ve connected your QuickBooks Online account (not Desktop) |
| Entity not found | Use Execute Query to search for the correct ID first |
| Action not completing | Check that you’ve authenticated with the correct QuickBooks company |
| Tool not available | Verify the tool is enabled in your agent’s MCP configuration |
Use Execute Query with SQL-like syntax to find IDs before performing updates or deletes. For example: SELECT * FROM Customer WHERE DisplayName LIKE 'Acme%'
Need Help?
Use this integration directly in Claude or Cursor. Connect remotely via the QuickBooks MCP server using your Gumloop credentials. 
