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quickbooks-online-mcp-server

Exposes QuickBooks Online API through 144 MCP tools for entity CRUD and financial reports.

7|2|Updated May 16, 2026
Search Tags:#invoices#MCP server#OAuth 2.0#financial reports#quickbooks#accounting automation#crud operations
One-click install
npx skills add https://github.com/reason-machines/mcp-skills --skill quickbooks-online-mcp-server-reason-machines
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: quickbooks-online-mcp-server
Source: https://github.com/reason-machines/mcp-skills/tree/main/skills/quickbooks-online-mcp-server
Command: npx skills add https://github.com/reason-machines/mcp-skills --skill quickbooks-online-mcp-server-reason-machines

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Connecting AI assistants to QuickBooks Online normally requires writing custom OAuth 2.0 flows and API integration code for every entity and report. This Skill provides a ready-to-run MCP server that exposes the full QuickBooks Online API as standardized tools, so Claude can create invoices, manage customers, and pull financial reports directly. ## Core Features & Use Cases - Full Entity CRUD: Create, read, update, delete, and search 29 QuickBooks entity types including Customer, Invoice, Bill, Vendor, and Payment using SQL-like queries. - Financial Reports: Generate 11 reports such as Balance Sheet, Profit & Loss, Cash Flow, and Aged Receivables with customizable date ranges and accounting methods. - OAuth 2.0 Token Management: Handles authenticated API calls with automatic token refresh, supporting both sandbox and production environments. - Use Case: Ask Claude to find all unpaid invoices over $1000, then record a customer payment linked to a specific invoice, all through natural language without writing API calls. ## Quick Start Set up the QuickBooks MCP server with my Intuit developer credentials and create an invoice for a customer.

Frequently Asked Questions about quickbooks-online-mcp-server

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I connect Claude to QuickBooks Online?▼

Clone and build the quickbooks-online-mcp-server, set environment variables for your Intuit client ID, client secret, refresh token, and realm ID, then register the server in Claude Desktop's MCP configuration file and restart the app.

How to get a QuickBooks OAuth 2.0 refresh token?▼

Create an app in the Intuit Developer portal, then use the OAuth 2.0 Playground to authorize with the com.intuit.quickbooks.accounting scope and retrieve the refresh token. Alternatively, run a local Express callback server to exchange the authorization code for tokens.

What QuickBooks entities can the MCP server manage?▼

The server supports CRUD and search operations on 29 entity types including Customer, Invoice, Bill, Vendor, Payment, Item, Account, JournalEntry, and SalesReceipt. It also provides 11 financial reports such as Balance Sheet, Profit & Loss, and Cash Flow.

Why does QuickBooks update fail with a stale object error?▼

Updates require the current SyncToken for optimistic locking, and the error occurs when another process modified the entity after your read. Refetch the entity with the get tool to obtain a fresh SyncToken, then retry the update.

Does the QuickBooks MCP server work with sandbox accounts?▼

Yes, set QUICKBOOKS_ENVIRONMENT to sandbox for testing or production for live data. Sandbox allows localhost redirect URIs, while production requires an HTTPS public redirect URL and a published app.

What are the QuickBooks API rate limits?▼

Sandbox apps are limited to 100 requests per minute and production to 500 requests per minute per app per company. The server does not retry automatically, so implement exponential backoff in calling code when receiving 429 responses.

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