All Providers/Financial Services/QuickBooks

QuickBooks

QuickBooks Online is accounting software for managing invoicing, expenses, payroll, and financial reporting. Query customers, vendors, invoices, bills, accounts, and generate financial reports like P&L and Balance Sheet.

This QuickBooks MCP server is compatible with any MCP client including Claude Desktop, Cursor, and other Model Context Protocol implementations.

Financial Services
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QuickBooks
SKILL.md

Domain knowledge for using QuickBooks Online accounting tools effectively

Tools From This Provider (33)

Quickbooks Upsert Deposit

Record or update a bank deposit in QuickBooks. Deposits combine multiple payments/funds into a single bank deposit...
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Quickbooks Upsert Payment

Record or update a customer payment in QuickBooks. Can be linked to a specific invoice or recorded as unapplied. This...
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Quickbooks Upload Attachment

Upload a file attachment to a QuickBooks entity (invoice, bill, receipt, etc.). Accepts base64-encoded file content....
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Quickbooks Upsert Customer

Create or update a customer in QuickBooks. Omit id to create a new customer, provide id+sync_token to update. Set...
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Quickbooks Upsert Transfer

Transfer funds between two bank accounts in QuickBooks. Both accounts must be bank-type accounts.
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Quickbooks Get Preferences

Read the company's QuickBooks preferences including invoice settings, payment terms, sales tax configuration,...
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Quickbooks Upsert Credit Memo

Create or update a credit memo (refund/credit) in QuickBooks. Credit memos reduce the amount a customer owes and can be...
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Quickbooks Upsert Purchase Order

Create or update a purchase order in QuickBooks. Omit id to create, provide id+sync_token to update. Purchase orders...
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Quickbooks Get Report

Generate a QuickBooks financial report. Supports Profit & Loss, Balance Sheet, Cash Flow, Aged Receivables/Payables,...
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Quickbooks Query

Execute a SQL-like query against QuickBooks Online data. Query any entity type (Customer, Vendor, Invoice, Bill,...
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Quickbooks Get Tax Codes

List all tax codes configured in QuickBooks with their associated tax rates. Tax codes define how items are taxed on...
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Quickbooks Upsert Vendor

Create or update a vendor/supplier in QuickBooks. Omit id to create a new vendor, provide id+sync_token to update. Set...
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Quickbooks Send Estimate

Send an estimate/quote to the customer via email. Uses the estimate's BillEmail by default, or override with send_to...
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Quickbooks Cdc Query

Change Data Capture — find all entities that changed since a given timestamp. Returns created, updated, and deleted...
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Quickbooks Upsert Time Activity

Record or update time worked by an employee or vendor in QuickBooks. Time entries can be marked billable and linked to...
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Quickbooks Upsert Journal Entry

Create or update a manual journal entry in QuickBooks. Journal entries must balance — total debits must equal total...
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Quickbooks Upsert Account

Create or update a chart-of-accounts entry in QuickBooks. Omit id to create, provide id+sync_token to update. Use for...
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Quickbooks Upsert Estimate

Create or update a quote/estimate in QuickBooks. Estimates can be sent to customers and later converted to invoices....
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Quickbooks Upsert Refund Receipt

Create or update a refund receipt in QuickBooks. Omit id to create, provide id+sync_token to update. Records a refund...
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Quickbooks Get Entity

Retrieve a single QuickBooks entity by type and ID. Returns complete details including all fields and metadata. Use...
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Quickbooks Delete Entity

Delete a QuickBooks entity (transaction). Only works for transaction types (Invoice, Bill, Payment, etc.). Customers...
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Quickbooks Upsert Sales Receipt

Record or update a cash sale (payment received at time of sale). Unlike invoices, sales receipts combine the sale and...
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Quickbooks Send Invoice

Send an invoice to the customer via email. Uses the invoice's BillEmail by default, or override with send_to parameter.
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Quickbooks Upsert Employee

Create or update an employee in QuickBooks. Omit id to create, provide id+sync_token to update. Employees are used for...
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Quickbooks Batch

Execute up to 30 QuickBooks operations in a single API call. Supports create, update, delete, and query operations on...
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Quickbooks Upsert Bill

Create or update a bill (payable) in QuickBooks. Bills represent money owed to vendors — use quickbooks_pay_bill to...
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Quickbooks Download Pdf

Download a QuickBooks transaction as a PDF document (base64-encoded). Supports Invoice, Estimate, SalesReceipt,...
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Quickbooks Get Company Info

Get company information for the connected QuickBooks account. Returns company name, address, industry, fiscal year, and...
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Quickbooks Upsert Invoice

Create or update an invoice in QuickBooks. Omit id to create, provide id+sync_token to update. Requires customer ID and...
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Quickbooks Upsert Item

Create or update a product/service item in QuickBooks. Items are used as line items on invoices, estimates, bills, and...
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Quickbooks Upsert Purchase

Record or update a direct expense/purchase (check, cash, or credit card). Unlike bills, purchases are paid immediately...
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Quickbooks Void Transaction

Void a transaction in QuickBooks. Voiding keeps the record visible but reverses its financial impact — preferred over...
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Quickbooks Pay Bill

Pay a vendor bill in QuickBooks. Records payment from a bank account against a bill. This is for money PAID to vendors...
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Connect QuickBooks to your AI assistant via MCP

Works with Claude, Cursor, ChatGPT · One-click sign in setup

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Related Bundles (1)

QuickBooks

33 tools
Primary
Financial Services
QuickBooks Online is accounting software for managing invoicing, expenses, payroll, and financial reporting. Query...

Provider Information

CategoryFinancial Services
SetupOne-click sign in
AddedOctober 29, 2025
UpdatedMarch 27, 2026
Used By Tools
33

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