QuickBooks Online

QuickBooks Online MCP Connector for Claude

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Connect QuickBooks to AI — query invoices, manage customers, run financial reports, and automate accounting workflows.

10 tools Official Updated Jun 28, 2026 Official Vinkius Partner

Connect QuickBooks Online to any AI agent and manage your entire accounting operation through natural conversation.

What you can do

  • Invoice Management — List, view, and create invoices with line items and taxes
  • Customer Management — Browse customers, view profiles, create new accounts
  • Payment Tracking — View payment records with amounts and linked invoices
  • Financial Reports — Run Profit & Loss reports for any date range
  • Company Info — View company details, fiscal year, and subscription info
  • Custom Queries — Execute any QuickBooks query language statement
accountinginvoicingfinancial-reportingpayrollexpense-tracking

10 tools expose this connector's capabilities to your AI agent.

profit_and_loss

Provide dates in YYYY-MM-DD format. Run Profit & Loss report

list_invoices

List all invoices

get_invoice

Get invoice details

create_invoice

Provide customer ref and line items as JSON. Create a new invoice

get_customer

Get customer details

query

Example: SELECT * FROM Invoice WHERE TotalAmt > 100 MAXRESULTS 50 Execute a QuickBooks query

create_customer

Provide DisplayName and optional email/phone as JSON. Create a new customer

list_customers

List all customers

get_payment

Get payment details

get_company_info

Get company information

See how to talk to your AI agent using QuickBooks Online.

Show me all unpaid invoices.

Found 12 unpaid invoices: | # | Customer | Amount | Due Date | |---|----------|--------|----------| | 1042 | Acme Corp | $3,500 | Apr 15 | | 1041 | TechStart | $1,200 | Apr 10 | ... Total outstanding: $18,750

Run the P&L report for Q1 2026.

📊 Profit & Loss — Q1 2026 | Category | Amount | |----------|--------| | Revenue | $245,000 | | COGS | -$89,000 | | Gross Profit | $156,000 | | Operating Expenses | -$67,000 | | Net Income | $89,000 |

Create a customer for John Smith, john@acme.com.

✅ Customer created! - **Name**: John Smith - **Email**: john@acme.com - **ID**: 145

Yes! Use the `profit_and_loss` tool with start and end dates in YYYY-MM-DD format.

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