Quickbooks MCP for AI Agents
Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Quickbooks MCP or direct API to generate invoices, track expenses, fetch transactions, and manage customers through natural language.
Quickbooks is cloud-based accounting software for managing your business finances. It helps you track income, expenses, and gain insights to streamline your workflow.
Category
105 TOOLS
Oauth2
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Supported Tools
Tools
Capture ChargeTool to capture funds for an existing charge that was authorized but not captured.
Create AccountCreate a new account in QuickBooks with the given parameters.
Create Bank AccountCreate a new bank account on file for a customer in QuickBooks Payments API.
Create BillCreate a new bill in QuickBooks Online.
Create Bill PaymentCreate a bill payment in QuickBooks to record payment against one or more bills.
Create ClassCreate a new class in QuickBooks Online.
Create Credit MemoTool to create a new credit memo in QuickBooks Online.
Create CustomerCreate a new customer in QuickBooks with the given parameters.
Create DepositCreates a new deposit in QuickBooks Online.
Create eCheck PaymentTool to create an eCheck payment using ACH bank transfer in QuickBooks Payments API.
Create EmployeeCreate a new employee in QuickBooks.
Create EstimateCreates a new estimate in QuickBooks Online.
Create InvoiceCreates a new invoice in QuickBooks for a customer.
Create ItemCreate a new item in QuickBooks Online.
Create Journal EntryTool to create a new journal entry in QuickBooks Online.
Create PaymentCreates a payment record in QuickBooks Online.
Create PurchaseTool to create a new purchase transaction in QuickBooks Online.
Create Purchase OrderCreate a new purchase order in QuickBooks.
Create Refund ReceiptTool to create a new refund receipt in QuickBooks Online.
Create Sales ReceiptTool to create a new sales receipt in QuickBooks Online.
Create Tax AgencyCreate a new tax agency in QuickBooks Online.
Create Tax Code via TaxServiceCreate a new tax code with associated tax rates using the TaxService endpoint.
Create Time ActivityCreate a new time activity record in QuickBooks Online.
Create VendorCreate a new vendor in QuickBooks with the given details.
Create Vendor CreditTool to create a new vendor credit in QuickBooks Online.
Customer Balance DetailGenerate a balance detail report for a customer in QuickBooks with the given customer ID.
Customer Balance ReportGenerate a customer balance report in QuickBooks showing outstanding balances for customers.
Delete Bank AccountTool to delete a bank account on file for a customer in QuickBooks Payments API.
Execute Batch OperationExecute multiple QuickBooks operations in a single request.
Aged Receivables ReportGenerate an aged receivables report showing outstanding customer balances by age.
Get AttachableTool to read details of a specific attachable by ID in QuickBooks Online.
Get Balance Sheet ReportGenerate a Balance Sheet report showing company assets, liabilities, and equity at a point in time.
Get Bank AccountTool to retrieve a specific bank account by ID from QuickBooks Payments API.
Get BillTool to fetch a QuickBooks bill by ID.
Get Bill PaymentTool to retrieve details of a specific bill payment by ID in QuickBooks Online.
Get Changed EntitiesTool to retrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API.
Get Company InfoTool to read company information from QuickBooks Online.
Get Credit MemoTool to fetch a QuickBooks credit memo by ID.
Get Credit Memo PDFTool to download a QuickBooks credit memo as a PDF file.
Get DepartmentRead details of a specific department by ID in QuickBooks Online.
Get DepositTool to read details of a specific deposit by ID in QuickBooks Online.
Get EstimateTool to fetch a QuickBooks estimate by ID.
Get Estimate PDFTool to download a QuickBooks estimate as a PDF file.
Get Exchange RateTool to get exchange rate for a specific currency code and date in QuickBooks Online.
Get General Ledger ReportGenerate a General Ledger report showing all transactions with debits, credits, and running balances.
Get Inventory Valuation SummaryGenerate an Inventory Valuation Summary report showing inventory quantities and their current values.
Get Invoice PDFTool to download a QuickBooks invoice as a PDF file.
Get ItemTool to retrieve a specific item by its ID from QuickBooks Online.
Get Journal EntryTool to read details of a specific QuickBooks journal entry by ID.
Get PaymentTool to fetch details of a specific payment by ID in QuickBooks Online.
Get Payment MethodRead details of a specific payment method by ID in QuickBooks Online.
Get Payment PDFTool to download a QuickBooks payment record as a PDF file.
Get Company PreferencesTool to read company preferences that control application behavior in QuickBooks Online.
Get Profit and Loss Detail ReportGenerate a detailed Profit and Loss report showing company income and expenses with transaction-level details.
Get Profit and Loss ReportGenerate a Profit and Loss report showing company income and expenses over a period.
Get PurchaseTool to fetch details of a specific purchase by ID in QuickBooks Online.
Get Purchase OrderTool to fetch a QuickBooks purchase order by ID.
Get Purchase Order PDFTool to download a QuickBooks purchase order as a PDF file.
Get Refund ReceiptTool to fetch a QuickBooks refund receipt by ID.
Get Refund Receipt PDFTool to download a QuickBooks refund receipt as a PDF file.
Get Report - Account ListRetrieve the AccountList report from QuickBooks showing a list of all accounts.
Get Report - Aged Payable DetailGenerate an aged payable detail report showing aging detail for accounts payable.
Get Report - Aged PayablesRetrieve an Aged Payables aging summary report from QuickBooks showing outstanding vendor balances grouped by age.
Get Report - Aged Receivable DetailGenerate an aged receivable detail report showing aging detail for accounts receivable.
Get Report - Cash FlowGenerate a cash flow report in QuickBooks showing cash inflows and outflows categorized by operating, investing, and financing activities.
Get Report - Class SalesGenerate a ClassSales report in QuickBooks showing sales amounts grouped by class.
Get Report - Customer IncomeGenerate a customer income report in QuickBooks showing revenue by customer.
Get Report - Customer SalesGenerate a customer sales report in QuickBooks showing sales transactions and totals for customers.
Get Report - Department SalesGenerate a department sales report in QuickBooks showing sales data broken down by department.
Get Report - Item SalesGenerate an ItemSales report showing sales data for products and services.
Get ReportsRetrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others.
Get Report - Trial BalanceGenerate a Trial Balance report showing account debits, credits, and balances for a specified period.
Get Sales ReceiptTool to fetch a QuickBooks sales receipt by ID.
Get Sales Receipt PDFTool to download a QuickBooks sales receipt as a PDF file.
Get Tax RateTool to read details of a specific tax rate by ID in QuickBooks Online.
Get TermRead details of a specific payment term by ID in QuickBooks Online.
Get Time ActivityTool to read details of a specific time activity by ID in QuickBooks Online.
Get Transaction List ReportGet the Transaction List report showing all transactions in the company.
Get TransferTool to fetch a QuickBooks transfer by ID.
Get Vendor CreditTool to fetch a QuickBooks vendor credit by ID.
Get Vendor Expenses ReportRetrieve a vendor expenses report from QuickBooks showing expense transactions by vendor.
List CardsTool to retrieve all payment cards on file for a customer in QuickBooks Payments API.
List DepartmentsQuery Department entities in QuickBooks using SQL-like syntax.
List InvoicesTool to list invoices via QuickBooks Query endpoint.
Query Account EntitiesQuery Account entities in QuickBooks using SQL-like syntax.
Query Attachable EntitiesQuery Attachable entities in QuickBooks using SQL-like syntax.
Query QuickBooks EntitiesExecute SQL-like queries on QuickBooks Online entities.
Read AccountRead an account in QuickBooks with the given account ID.
Read ClassRead details of a specific class by ID in QuickBooks Online.
Read CustomerRead a customer in QuickBooks with the given customer ID.
Read EmployeeRead an employee's details in QuickBooks with the given employee ID.
Read InvoiceTool to fetch a QuickBooks invoice by ID or the most recent if no ID provided.
Read VendorRead a vendor in QuickBooks with the given vendor ID.
Send Credit MemoTool to send a credit memo to a specified email address.
Update AttachableTool to update an existing attachable in QuickBooks Online.
Update Company InfoTool to update company information in QuickBooks Online.
Update DepartmentTool to update an existing department in QuickBooks Online.
Update Full InvoiceTool to fully replace an Invoice.
Update Payment MethodTool to update an existing payment method in QuickBooks Online.
Update PreferencesUpdate company preferences in QuickBooks Online.
Update Sparse InvoiceTool to perform a sparse update of an existing invoice.
Update TermTool to update an existing payment term in QuickBooks Online.
Update TransferTool to update an existing transfer in QuickBooks Online.
Vendor Balance DetailGenerate a balance detail report for a vendor in QuickBooks with the given vendor ID.
Vendor Balance ReportRetrieve a vendor balance report from QuickBooks showing outstanding balances for vendors.
Python
TypeScript
1
Install Composio
python
pip install composio claude-agent-sdkInstall the Composio SDK and Claude Agent SDK
2
Create Tool Router Session
python
from composio import Composio
from claude_agent_sdk import ClaudeSDKClient, ClaudeAgentOptions
composio = Composio(api_key='your-composio-api-key')
session = composio.create(user_id='your-user-id')
url = session.mcp.urlInitialize the Composio client and create a Tool Router session
3
Connect to AI Agent
python
import asyncio
options = ClaudeAgentOptions(
permission_mode='bypassPermissions',
mcp_servers={
'tool_router': {
'type': 'http',
'url': url,
'headers': {
'x-api-key': 'your-composio-api-key'
}
}
},
system_prompt='You are a helpful assistant with access to Quickbooks tools.',
max_turns=10
)
async def main():
async with ClaudeSDKClient(options=options) as client:
await client.query('Generate a customer balance report for customer ID 12345')
async for message in client.receive_response():
if hasattr(message, 'content'):
for block in message.content:
if hasattr(block, 'text'):
print(block.text)
asyncio.run(main())Use the MCP server with your AI agent
Why Use Composio?
1
AI Native Quickbooks Integration
- Supports both Quickbooks MCP and direct API based integrations
- Structured, LLM-friendly schemas for reliable tool execution
- Rich coverage for reading, writing, and querying your Quickbooks data
2
Managed Auth
- Built-in OAuth handling with automatic token refresh and rotation
- Central place to manage, scope, and revoke Quickbooks access
- Per user and per environment credentials instead of hard-coded keys
3
Agent Optimized Design
- Tools are tuned using real error and success rates to improve reliability over time
- Comprehensive execution logs so you always know what ran, when, and on whose behalf
4
Enterprise Grade Security
- Fine-grained RBAC so you control which agents and users can access Quickbooks
- Scoped, least privilege access to Quickbooks resources
- Full audit trail of agent actions to support review and compliance
Use Quickbooks with any AI Agent Framework
Choose a Framework you want to connect Quickbooks with
ChatGPT
Use Quickbooks MCP with ChatGPT
OpenAI Agents SDK
Use Quickbooks MCP with OpenAI Agents SDK
Claude Agents SDK
Use Quickbooks MCP with Claude Agents SDK
Claude Code
Use Quickbooks MCP with Claude Code
Claude Cowork
Use Quickbooks MCP with Claude Cowork
Codex
Use Quickbooks MCP with Codex
Cursor
Use Quickbooks MCP with Cursor
VS Code
Use Quickbooks MCP with VS Code
OpenCode
Use Quickbooks MCP with OpenCode
OpenClaw
Use Quickbooks MCP with OpenClaw
Hermes
Use Quickbooks MCP with Hermes
CLI
Use Quickbooks MCP with CLI
Google ADK
Use Quickbooks MCP with Google ADK
Langchain
Use Quickbooks MCP with Langchain
AI SDK
Use Quickbooks MCP with AI SDK
Mastra AI
Use Quickbooks MCP with Mastra AI
LlamaIndex
Use Quickbooks MCP with LlamaIndex
CrewAI
Use Quickbooks MCP with CrewAI
Pydantic AI
Use Quickbooks MCP with Pydantic AI
Autogen
Use Quickbooks MCP with Autogen
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Frequently Asked Questions
Do I need my own developer credentials to use Quickbooks with Composio?
No, you can get started immediately using Composio's built-in Quickbooks app. For production, we recommend configuring your own OAuth credentials.
Can I use multiple toolkits together?
Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.
Is Composio secure?
Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.
What if the API changes?
Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.
Used by agents from
Never worry about agent reliability
We handle tool reliability, observability, and security so you never have to second-guess an agent action.
