QuickBooks

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.

Available Tools

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
Update Employee	Update an existing employee using sparse update

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

Check outstanding receivables:

Run an aged receivables report and show me anything overdue by more than 30 days

Record a payment:

Record a $750 payment from Acme Corp against invoice INV-1042

Get financial overview:

Show me the Profit & Loss report for Q1 2026

Find a customer:

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?

Agents documentation for setup and best practices
Agent Node guide for workflow integration
Need help? Reach out to us
Contact support@gumloop.com for assistance

Use this integration directly in Claude or Cursor. Connect remotely via the QuickBooks MCP server using credentials from your Connectors page.

Get Started

Core Concepts

Enterprise Features

Nodes

Common Errors

What Can It Do?

Where to Use It

In Agents (Recommended)

In Workflows (Via Agent Node)

As a Custom MCP Node

Available Tools

Querying

Invoices

Customers

Vendors

Payments

Bills

Estimates

Items (Products & Services)

Accounts (Chart of Accounts)

Employees

Journal Entries

Sales Receipts & Credit Memos

Vendor Credits & Purchases

Time Activities

Financial Reports

Company Info

Example Prompts

Troubleshooting

Need Help?

​What Can It Do?

​Where to Use It

​In Agents (Recommended)

​In Workflows (Via Agent Node)

​As a Custom MCP Node

​Available Tools

​Querying

​Invoices

​Customers

​Vendors

​Payments

​Bills

​Estimates

​Items (Products & Services)

​Accounts (Chart of Accounts)

​Employees

​Journal Entries

​Sales Receipts & Credit Memos

​Vendor Credits & Purchases

​Time Activities

​Financial Reports

​Company Info

​Example Prompts

​Troubleshooting

​Need Help?

What Can It Do?

Where to Use It

In Agents (Recommended)

In Workflows (Via Agent Node)

As a Custom MCP Node

Available Tools

Querying

Invoices

Customers

Vendors

Payments

Bills

Estimates

Items (Products & Services)

Accounts (Chart of Accounts)

Employees

Journal Entries

Sales Receipts & Credit Memos

Vendor Credits & Purchases

Time Activities

Financial Reports

Company Info

Example Prompts

Troubleshooting

Need Help?