MCP Server Production v1.0

QuickBooks MCP Server

Direct QuickBooks integration with 30 operations. Customer management, invoicing, payments, vendor management, and financial reports. OAuth 2.0 secure authentication.

30
Operations
🔐
OAuth 2.0
TypeScript
🏢
Property Mgmt

Quick Setup

1. Install Package

git clone https://github.com/username/quickbooks-mcp.git
cd quickbooks-mcp
npm install

2. Configure OAuth 2.0

Create .env file with QuickBooks app credentials:

QB_CLIENT_ID=your_client_id
QB_CLIENT_SECRET=your_client_secret
QB_REDIRECT_URI=http://localhost:3000/callback
QB_ENVIRONMENT=sandbox  # or production

3. Configure Claude Desktop

{
  "mcpServers": {
    "quickbooks": {
      "command": "node",
      "args": ["dist/index.js"],
      "cwd": "/path/to/quickbooks-mcp"
    }
  }
}

4. Authorize & Test

Run authorization flow, then try:

  • • "Show me all customers"
  • • "Create an invoice for property 123"
  • • "What vendors do I have?"

30 Operations

👥 Customer Management

  • • List all customers
  • • Create new customer
  • • Update customer details
  • • Get customer by ID
  • • Search customers

🧾 Invoicing

  • • Create invoices
  • • List invoices
  • • Update invoice status
  • • Get invoice details
  • • Send invoice reminders

💰 Payments

  • • Record payments
  • • List payments
  • • Get payment details
  • • Payment method tracking

🏪 Vendor Management

  • • List vendors
  • • Create vendors
  • • Update vendor info
  • • Search vendors

📊 Financial Reports

  • • Profit & Loss statements
  • • Balance sheet
  • • Accounts receivable
  • • Accounts payable

🔧 Advanced Features

  • • Chart of accounts access
  • • Class tracking (properties)
  • • Bulk operations
  • • Custom queries

Key Features

🔐

OAuth 2.0

Secure authentication flow with automatic token refresh.

TypeScript

Fully typed for reliability and developer experience.

🏢

Property Focus

Optimized for property management workflows and class tracking.

Use Cases

🏢 Property Management

Track income and expenses by property using QuickBooks classes. Create tenant invoices, record rent payments, manage vendor bills.

💼 Natural Language Accounting

Ask your AI assistant: "Show me all unpaid invoices" or "Create an invoice for tenant John Smith for $1,500 rent".

📊 Financial Reporting

Generate P&L statements, balance sheets, and aging reports through conversational queries.

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