How to integrate Quickbooks MCP with Claude Code

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Introduction

Manage your Quickbooks directly from Claude Code with zero worries about OAuth hassles, API-breaking issues, or reliability and security concerns.

You can do this in two different ways:

  1. Via Composio Connect - Direct and easiest approach
  2. Via Composio SDK - Programmatic approach with more control

Also integrate Quickbooks with

Why use Composio?

  • Only one MCP URL to connect multiple apps with Claude Code with zero auth hassles.
  • Programmatic tool calling allows LLMs to write its code in a remote workbench to handle complex tool chaining. Reduces to-and-fro with LLMs for frequent tool calling.
  • Handling Large tool responses out of LLM context to minimize context rot.
  • Dynamic just-in-time access to 20,000 tools across 1000+ other Apps for cross-app workflows. It loads the tools you need, so LLMs aren't overwhelmed by tools you don't need.

Connecting Quickbooks to Claude Code using Composio

1. Add the Composio MCP to Claude

Terminal

2. Start Claude Code

bash
claude

3. Open your MCP list

bash
/mcp

4. Select Composio and click on Authenticate

Select Composio and click Authenticate

5. This will redirect you to the Composio OAuth page. Complete the flow by authorizing Composio and you're all set.

Composio OAuth authorization page
Composio authorization complete
Ask Claude to connect to your account and authenticate via the link

Supported Tools & Triggers

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.

What is the Quickbooks MCP server, and what's possible with it?

The Quickbooks MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Quickbooks account. It provides structured and secure access to your accounting data, so your agent can perform actions like managing customers, generating balance reports, creating accounts, and retrieving employee details on your behalf.

  • Customer and vendor management: Quickly create new customers or vendors, or retrieve detailed information about existing ones to streamline your business relationships.
  • Automated account creation and queries: Direct your agent to set up new financial accounts or query existing ones for up-to-date balances and account information.
  • Employee records and management: Seamlessly add new employees or pull employee details to keep your Quickbooks records accurate and current.
  • Financial reporting and insights: Generate customer balance reports or detailed balance breakdowns, giving you instant access to critical financial insights with just a prompt.

Connecting Quickbooks via Composio SDK

Composio SDK is the underlying tech that powers Rube. It's a universal gateway that does everything Rube does but with much more programmatic control. You can programmatically generate an MCP URL with the app you need (here Quickbooks) for even more tool search precision. It's secure and reliable.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Prerequisites

Before starting, make sure you have:
  • Claude Pro, Max, or API billing enabled Anthropic account
  • Composio API Key
  • A Quickbooks account
  • Basic knowledge of Python or TypeScript

Install Claude Code

bash
# macOS, Linux, WSL
curl -fsSL https://claude.ai/install.sh | bash

# Windows PowerShell
irm https://claude.ai/install.ps1 | iex

# Windows CMD
curl -fsSL https://claude.ai/install.cmd -o install.cmd && install.cmd && del install.cmd

To install Claude Code, use one of the following methods based on your operating system:

Set up Claude Code

bash
cd your-project-folder
claude

Open a terminal, go to your project folder, and start Claude Code:

  • Claude Code will open in your terminal
  • Follow the prompts to sign in with your Anthropic account
  • Complete the authentication flow
  • Once authenticated, you can start using Claude Code
Claude Code initial setup showing sign-in prompt
Claude Code terminal after successful login

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here

Create a .env file in your project root with the following variables:

  • COMPOSIO_API_KEY authenticates with Composio (get it from Composio dashboard)
  • USER_ID identifies the user for session management (use any unique identifier)

Install Composio library

pip install composio-core python-dotenv

Install the Composio Python library to create MCP sessions.

  • composio-core provides the core Composio functionality
  • python-dotenv loads environment variables from your .env file

Generate Composio MCP URL

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["quickbooks"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http quickbooks-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Create a script to generate a Composio MCP URL for Quickbooks. This URL will be used to connect Claude Code to Quickbooks.

What's happening:
  • We import the Composio client and load environment variables
  • Create a Composio instance with your API key
  • Call create() to create a Tool Router session for Quickbooks
  • The returned mcp.url is the MCP server URL that Claude Code will use
  • The script prints this URL so you can copy it

Run the script and copy the MCP URL

python generate_mcp_url.py

Run your Python script to generate the MCP URL.

  • The script connects to Composio and creates a Tool Router session
  • It prints the MCP URL and the exact command you need to run
  • Copy the entire claude mcp add command from the output

Add Quickbooks MCP to Claude Code

bash
claude mcp add --transport http quickbooks-composio "YOUR_MCP_URL_HERE" --headers "X-API-Key:YOUR_COMPOSIO_API_KEY"

# Then restart Claude Code
exit
claude

In your terminal, add the MCP server using the command from the previous step. The command format is:

  • claude mcp add registers a new MCP server with Claude Code
  • --transport http specifies that this is an HTTP-based MCP server
  • The server name (quickbooks-composio) is how you'll reference it
  • The URL points to your Composio Tool Router session
  • --headers includes your Composio API key for authentication

After running the command, close the current Claude Code session and start a new one for the changes to take effect.

Verify the installation

bash
claude mcp list

Check that your Quickbooks MCP server is properly configured.

  • This command lists all MCP servers registered with Claude Code
  • You should see your quickbooks-composio entry in the list
  • This confirms that Claude Code can now access Quickbooks tools

If everything is wired up, you should see your quickbooks-composio entry listed:

Claude Code MCP list showing the toolkit MCP server

Authenticate Quickbooks

The first time you try to use Quickbooks tools, you'll be prompted to authenticate.

  • Claude Code will detect that you need to authenticate with Quickbooks
  • It will show you an authentication link
  • Open the link in your browser (or copy/paste it)
  • Complete the Quickbooks authorization flow
  • Return to the terminal and start using Quickbooks through Claude Code

Once authenticated, you can ask Claude Code to perform Quickbooks operations in natural language. For example:

  • "Add a new customer with contact details"
  • "Generate a balance report for customer ABC"
  • "Create a vendor for monthly office supplies"

Complete Code

Here's the complete code to get you started with Quickbooks and Claude Code:

import os
from composio import Composio
from dotenv import load_dotenv

load_dotenv()

COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
USER_ID = os.getenv("USER_ID")

composio_client = Composio(api_key=COMPOSIO_API_KEY)

composio_session = composio_client.create(
    user_id=USER_ID,
    toolkits=["quickbooks"],
)

COMPOSIO_MCP_URL = composio_session.mcp.url

print(f"MCP URL: {COMPOSIO_MCP_URL}")
print(f"\nUse this command to add to Claude Code:")
print(f'claude mcp add --transport http quickbooks-composio "{COMPOSIO_MCP_URL}" --headers "X-API-Key:{COMPOSIO_API_KEY}"')

Conclusion

You've successfully integrated Quickbooks with Claude Code using Composio's MCP server. Now you can interact with Quickbooks directly from your terminal using natural language commands.

Key features of this setup:

  • Terminal-native experience without switching contexts
  • Natural language commands for Quickbooks operations
  • Secure authentication through Composio's managed MCP
  • Tool Router for dynamic tool discovery and execution

Next steps:

  • Try asking Claude Code to perform various Quickbooks operations
  • Add more toolkits to your Tool Router session for multi-app workflows
  • Integrate this setup into your development workflow for increased productivity

You can extend this by adding more toolkits, implementing custom workflows, or building automation scripts that leverage Claude Code's capabilities.

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FAQ

What are the differences in Tool Router MCP and Quickbooks MCP?

With a standalone Quickbooks MCP server, the agents and LLMs can only access a fixed set of Quickbooks tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Quickbooks and many other apps based on the task at hand, all through a single MCP endpoint.

Can I use Tool Router MCP with Claude Code?

Yes, you can. Claude Code fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Quickbooks tools.

Can I manage the permissions and scopes for Quickbooks while using Tool Router?

Yes, absolutely. You can configure which Quickbooks scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

How safe is my data with Composio Tool Router?

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Quickbooks data and credentials are handled as safely as possible.

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