QuickBooks Online MCP Server

Official

Access QuickBooks Online data and accounting operations through MCP.

How to install ↓ Compare GitHub source repository ↗

Category: Other #215 of 230
Stars: ★ 418 Very popular
Transport: stdio (local process)
Runtime: Node.js
Credentials: API key / credential required
License: Apache-2.0
Last commit: 26 days ago
Tools: 100

32FMRS · D

Broad coverage with 145 tools, 29 entity types, and 11 reports; installation depends on Intuit app registration and OAuth, and the conflicting license statements should be verified.

Strongest · Documentation 8/20 Weakest · Reliability 4/20

Reliability

4/20

Security and permissions

7/20

Maintenance

6/20

Documentation

8/20

Setup experience

7/20

Why each score

Reliability 4/20: Only the README is supplied; no reviewable source, server manifest, CI workflow, or committed tests are available. The README claims 145 tools, 396 tests, and 100% coverage, but those claims cannot be statically verified. There is no evidence for the MCP initialization handshake, actual tool behavior, dependency control, or failure paths, so the score is necessarily low.
Security and permissions 7/20: The evidence shows OAuth 2.0, environment-based credential configuration, switches to suppress write/update/delete tools, and local stdio operation, which are positive signals. Points are deducted because the server exposes broad financial read/write, void, and delete capabilities without evidence of per-operation confirmation, fine-grained account scope, tenant isolation, or sensitive-output controls. Credentials and refresh tokens are written to an environment file, while token rotation and PDF output handling have no reviewable implementation. No explicit evidence meets a red-line threshold.
Maintenance 6/20: The repository is marked unarchived and the metadata reports an Apache-2.0 license, but there is no supplied evidence of commit history, releases, dependency updates, maintainer response, or a security-reporting channel. The README instead states MIT licensing, creating a license contradiction and reducing confidence in maintenance and governance.
Documentation 8/20: The README provides substantial coverage of installation, OAuth, client configuration, tool categories, reports, troubleshooting, and local-runtime limitations. Points are deducted because tool parameters and schemas are not evidenced, cost and API-limit disclosures are thin, the production OAuth flow is operationally fragile, the clone URL contains a placeholder, and license and tool-count claims are either unverifiable or contradictory.
Setup experience 7/20: The README gives actionable Node build steps, environment variables, Claude Code configuration, and sandbox/production OAuth instructions. Points are deducted because users must register an Intuit app, complete browser authorization, and manage rotating refresh tokens; production requires a public HTTPS callback or ngrok. The installation repository URL is a placeholder, and there is no evidence of a published package or cross-platform validation.

Static review · not runListed 2026-08-14

Read the FMRS scoring method →

Fit and risk

What it can accessUses the networkChanges third-party account data

Best for

Developers integrating QuickBooks Online data or accounting operations
Local integrations using Claude Code or another MCP-compatible client
Teams needing sandbox testing or production company access

Not for

Users who do not use QuickBooks Online
Users unable to register an Intuit app and complete OAuth authorization
Teams seeking a hosted service without a local process or credential configuration

Required permissions

Requires Intuit OAuth 2.0 app credentials
Requires access to a QuickBooks Online company and its Realm ID
Depending on enabled tools, may require permission to read, create, update, and delete accounting data

Risks and side effects

Write, update, and delete tools can change or void accounting records
Refresh tokens rotate automatically and are written back to a configuration file
Initial production OAuth authorization requires a public HTTPS callback
The source contains conflicting license information: Apache-2.0 in repository metadata and MIT in the README

Setup

Before you start

Runtime：Node.js

QUICKBOOKS_CLIENT_ID required Client ID of the app you create on the Intuit Developer Portal; required, not secret.

QUICKBOOKS_CLIENT_SECRET requiredsecret Client Secret from the app's Keys & Credentials page; required, secret.

QUICKBOOKS_REFRESH_TOKEN requiredsecret Obtained by completing the OAuth handshake via npm run auth; required, secret.

QUICKBOOKS_REALM_ID required Realm ID of the target QuickBooks company (sandbox or production); required, not secret.

QUICKBOOKS_ENVIRONMENT required Set to sandbox or production to choose the environment.

Other optional settings (5)

QUICKBOOKS_DISABLE_WRITE optional Set to true to suppress create_* tools; optional.

QUICKBOOKS_DISABLE_UPDATE optional Set to true to suppress update_* tools; optional.

QUICKBOOKS_DISABLE_DELETE optional Set to true to suppress delete_* tools; optional.

QUICKBOOKS_TOKEN_STORE_PATH optional Absolute writable token-store path for read-only filesystems or per-tenant isolation; must be set in the host process env, not in .env.

QBO_PDF_OUTPUT_DIR optional When set, get_invoice_pdf writes PDFs to this directory instead of returning inline base64.

Clone the repository, run npm install and npm run build. Copy .env.example to .env and provide the QuickBooks OAuth client credentials, refresh token, Realm ID, and environment. Register an app in the Intuit Developer Portal and complete the browser-based OAuth flow; sandbox supports a localhost callback, while production requires a public HTTPS callback. Configure the client to run dist/index.js as a node stdio subprocess.

.mcp.json

{"mcpServers":{"quickbooks":{"command":"node","args":["path/to/mcp-quickbooks-online/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","QUICKBOOKS_ENVIRONMENT":"sandbox","QUICKBOOKS_DISABLE_WRITE":"false","QUICKBOOKS_DISABLE_UPDATE":"false","QUICKBOOKS_DISABLE_DELETE":"false"}}}}

Shown for Claude Code. Other clients may use a different file or key (VS Code uses "servers") — the configurator below converts it.

.vscode/mcp.json

{
  "servers": {
    "quickbooks": {
      "command": "node",
      "args": [
        "path/to/mcp-quickbooks-online/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",
        "QUICKBOOKS_ENVIRONMENT": "sandbox",
        "QUICKBOOKS_DISABLE_WRITE": "false",
        "QUICKBOOKS_DISABLE_UPDATE": "false",
        "QUICKBOOKS_DISABLE_DELETE": "false"
      }
    }
  }
}

Goes in your project's .vscode/mcp.json (VS Code uses a "servers" key).

Terminal

claude mcp add quickbooks -e QUICKBOOKS_CLIENT_ID=your_client_id -e QUICKBOOKS_CLIENT_SECRET=your_client_secret -e QUICKBOOKS_REFRESH_TOKEN=your_refresh_token -e QUICKBOOKS_REALM_ID=your_realm_id -e QUICKBOOKS_ENVIRONMENT=sandbox -e QUICKBOOKS_DISABLE_WRITE=false -e QUICKBOOKS_DISABLE_UPDATE=false -e QUICKBOOKS_DISABLE_DELETE=false -- node path/to/mcp-quickbooks-online/dist/index.js

Run it in a terminal; replace any <…> placeholders with your own values first.

Generate and validate client config

Check that it works

After starting, check that tools like get_invoice, search_customers and get_profit_and_loss appear in the client's tool list; then call search_customers — returning data from your QuickBooks sandbox company confirms the connection works.

Troubleshooting

Verify all environment variables
Check that tokens are valid and not expired
Ensure the Intuit redirect URI exactly matches the registered URI
Use QUICKBOOKS_ENVIRONMENT=sandbox for sandbox testing
On a read-only filesystem, set QUICKBOOKS_TOKEN_STORE_PATH to an absolute writable token-file path

Things to try

Once connected, you can ask your AI assistant things like:

Search invoices from last month over $1000 and summarize the results.
Create a new customer record, then get that customer's current balance.
Generate a Profit & Loss report and a Balance Sheet.
Download the most recent invoice as a PDF and save it to disk.

Tools 100

create_customer writes

Create a customer

get_customer read-only

Get a customer by ID

update_customer writes

Update customer details

delete_customer destructive

Delete a customer

search_customers read-only

Search customers with filters

create_invoice writes

Create an invoice

get_invoice read-only

Get an invoice by ID

update_invoice writes

Update invoice details

Show 92 more tools

delete_invoice destructive

Delete or void an invoice

search_invoices read-only

Search invoices with filters

get_invoice_pdf read-only

Download an invoice as a PDF

create_estimate writes

Create an estimate

get_estimate read-only

Get an estimate by ID

update_estimate writes

Update an estimate

delete_estimate destructive

Delete an estimate

search_estimates read-only

Search estimates

create_bill writes

Create a bill

get_bill read-only

Get a bill by ID

update_bill writes

Update a bill

delete_bill destructive

Delete a bill

search_bills read-only

Search bills

create_vendor writes

Create a vendor

get_vendor read-only

Get a vendor by ID

update_vendor writes

Update a vendor

delete_vendor destructive

Delete a vendor

search_vendors read-only

Search vendors

create_employee writes

Create an employee

get_employee read-only

Get an employee by ID

update_employee writes

Update an employee

delete_employee destructive

Delete an employee

search_employees read-only

Search employees

create_account writes

Create an account

get_account read-only

Get an account by ID

update_account writes

Update an account

search_accounts read-only

Search accounts

create_item writes

Create an item

get_item read-only

Get an item by ID

update_item writes

Update an item

delete_item destructive

Delete an item

search_items read-only

Search items

create_journal_entry writes

Create a journal entry

get_journal_entry read-only

Get a journal entry by ID

update_journal_entry writes

Update a journal entry

delete_journal_entry destructive

Delete a journal entry

search_journal_entries read-only

Search journal entries

create_bill_payment writes

Create a bill payment

get_bill_payment read-only

Get a bill payment by ID

update_bill_payment writes

Update a bill payment

delete_bill_payment destructive

Delete a bill payment

search_bill_payments read-only

Search bill payments

create_purchase writes

Create a purchase

get_purchase read-only

Get a purchase by ID

update_purchase writes

Update a purchase

delete_purchase destructive

Delete a purchase

search_purchases read-only

Search purchases

create_payment writes

Record a customer payment

get_payment read-only

Get a payment by ID

update_payment writes

Update a payment

delete_payment destructive

Void a payment

search_payments read-only

Search payments

create_sales_receipt writes

Create a sales receipt

get_sales_receipt read-only

Get a sales receipt by ID

update_sales_receipt writes

Update a sales receipt

delete_sales_receipt destructive

Void a sales receipt

search_sales_receipts read-only

Search sales receipts

create_credit_memo writes

Create a credit memo

get_credit_memo read-only

Get a credit memo by ID

update_credit_memo writes

Update a credit memo

delete_credit_memo destructive

Void a credit memo

search_credit_memos read-only

Search credit memos

create_refund_receipt writes

Create a refund receipt

get_refund_receipt read-only

Get a refund receipt by ID

update_refund_receipt writes

Update a refund receipt

delete_refund_receipt destructive

Void a refund receipt

search_refund_receipts read-only

Search refund receipts

create_purchase_order writes

Create a purchase order

get_purchase_order read-only

Get a purchase order by ID

update_purchase_order writes

Update a purchase order

delete_purchase_order destructive

Delete a purchase order

search_purchase_orders read-only

Search purchase orders

create_vendor_credit writes

Create a vendor credit

get_vendor_credit read-only

Get a vendor credit by ID

update_vendor_credit writes

Update a vendor credit

delete_vendor_credit destructive

Delete a vendor credit

search_vendor_credits read-only

Search vendor credits

create_deposit writes

Create a bank deposit

get_deposit read-only

Get a deposit by ID

update_deposit writes

Update a deposit

delete_deposit destructive

Delete a deposit

search_deposits read-only

Search deposits

create_transfer writes

Create an account transfer

get_transfer read-only

Get a transfer by ID

update_transfer writes

Update a transfer

delete_transfer destructive

Delete a transfer

search_transfers read-only

Search transfers

create_time_activity writes

Create a time activity

get_time_activity read-only

Get a time activity by ID

update_time_activity writes

Update a time activity

delete_time_activity destructive

Delete a time activity

search_time_activities read-only

Search time activities

Use cases

Query customers, invoices, bills, and payments

Create and update QuickBooks Online accounting records

Retrieve balance sheet, profit and loss, cash flow, and other reports

Provide real-time QuickBooks Online data to AI applications through MCP

Supported clients

Claude Code

Listed from the project's documentation, not tested by this site.

Overview

QuickBooks Online MCP Server exposes QuickBooks Online functionality to AI assistants through the Model Context Protocol. It provides CRUD and search capabilities for 29 entity types, 11 financial reports, OAuth 2.0 authentication, and local stdio execution.

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Source revision 31a1dd5c3e17 Data synced 2026-10-11 Read the FMRS scoring method