# How to integrate Quickbooks MCP with CrewAI

```json
{
  "title": "How to integrate Quickbooks MCP with CrewAI",
  "toolkit": "Quickbooks",
  "toolkit_slug": "quickbooks",
  "framework": "CrewAI",
  "framework_slug": "crew-ai",
  "url": "https://composio.dev/toolkits/quickbooks/framework/crew-ai",
  "markdown_url": "https://composio.dev/toolkits/quickbooks/framework/crew-ai.md",
  "updated_at": "2026-05-12T10:23:11.306Z"
}
```

## Introduction

This guide walks you through connecting Quickbooks to CrewAI using the Composio tool router. By the end, you'll have a working Quickbooks agent that can add a new customer with contact details, generate a balance report for customer abc, create a vendor for monthly office supplies through natural language commands.
This guide will help you understand how to give your CrewAI agent real control over a Quickbooks account through Composio's Quickbooks MCP server.
Before we dive in, let's take a quick look at the key ideas and tools involved.

## Also integrate Quickbooks with

- [ChatGPT](https://composio.dev/toolkits/quickbooks/framework/chatgpt)
- [OpenAI Agents SDK](https://composio.dev/toolkits/quickbooks/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/quickbooks/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/quickbooks/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/quickbooks/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/quickbooks/framework/codex)
- [Cursor](https://composio.dev/toolkits/quickbooks/framework/cursor)
- [VS Code](https://composio.dev/toolkits/quickbooks/framework/vscode)
- [OpenCode](https://composio.dev/toolkits/quickbooks/framework/opencode)
- [OpenClaw](https://composio.dev/toolkits/quickbooks/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/quickbooks/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/quickbooks/framework/cli)
- [Google ADK](https://composio.dev/toolkits/quickbooks/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/quickbooks/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/quickbooks/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/quickbooks/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/quickbooks/framework/llama-index)

## TL;DR

Here's what you'll learn:
- Get a Composio API key and configure your Quickbooks connection
- Set up CrewAI with an MCP enabled agent
- Create a Tool Router session or standalone MCP server for Quickbooks
- Build a conversational loop where your agent can execute Quickbooks operations

## What is CrewAI?

CrewAI is a powerful framework for building multi-agent AI systems. It provides primitives for defining agents with specific roles, creating tasks, and orchestrating workflows through crews.
Key features include:
- Agent Roles: Define specialized agents with specific goals and backstories
- Task Management: Create tasks with clear descriptions and expected outputs
- Crew Orchestration: Combine agents and tasks into collaborative workflows
- MCP Integration: Connect to external tools through Model Context Protocol

## 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.

## Supported Tools

| Tool slug | Name | Description |
|---|---|---|
| `QUICKBOOKS_CAPTURE_CHARGE` | Capture Charge | Tool to capture funds for an existing charge that was authorized but not captured. Use when you need to complete a previously authorized payment transaction in QuickBooks Payments API. This action finalizes the charge and transfers the funds from the customer's payment method. |
| `QUICKBOOKS_CREATE_ACCOUNT` | Create Account | Create a new account in QuickBooks with the given parameters. |
| `QUICKBOOKS_CREATE_BANK_ACCOUNT` | Create Bank Account | Create a new bank account on file for a customer in QuickBooks Payments API. Use this when you need to add ACH/eCheck payment capabilities for a customer. |
| `QUICKBOOKS_CREATE_BILL` | Create Bill | Create a new bill in QuickBooks Online. A Bill is an AP transaction representing a request-for-payment from a third party for goods or services. Use this action when recording vendor bills for purchases, expenses, or services received. |
| `QUICKBOOKS_CREATE_BILL_PAYMENT` | Create Bill Payment | Create a bill payment in QuickBooks to record payment against one or more bills. Use when paying vendor bills via check or credit card. |
| `QUICKBOOKS_CREATE_CLASS` | Create Class | Create a new class in QuickBooks Online. Use when you need to categorize transactions by department, location, or other business segments. |
| `QUICKBOOKS_CREATE_CREDIT_MEMO` | Create Credit Memo | Tool to create a new credit memo in QuickBooks Online. Use when issuing credit to a customer for returns, refunds, or adjustments. |
| `QUICKBOOKS_CREATE_CUSTOMER` | Create Customer | Create a new customer in QuickBooks with the given parameters. |
| `QUICKBOOKS_CREATE_DEPOSIT` | Create Deposit | Creates a new deposit in QuickBooks Online. A deposit represents funds received and deposited to an asset account (typically a bank account). Use this action to record deposits of customer payments, refunds, or other funds into your bank accounts. Each deposit must specify the destination account and at least one line item showing the source and amount of funds. |
| `QUICKBOOKS_CREATE_ECHECK_PAYMENT` | Create eCheck Payment | Tool to create an eCheck payment using ACH bank transfer in QuickBooks Payments API. Use when processing payments from customer bank accounts via electronic check. The payment is debited directly from the customer's bank account using the provided routing and account numbers. |
| `QUICKBOOKS_CREATE_EMPLOYEE` | Create Employee | Create a new employee in QuickBooks. |
| `QUICKBOOKS_CREATE_ESTIMATE` | Create Estimate | Creates a new estimate in QuickBooks Online. An estimate represents a proposal for goods or services that a customer may purchase. Use this to provide pricing quotes to customers before they commit to a purchase. This action requires a valid customer ID and at least one line item with item details and amount. The created estimate can later be converted to an invoice when the customer accepts the proposal. |
| `QUICKBOOKS_CREATE_INVOICE` | Create Invoice | Creates a new invoice in QuickBooks for a customer. An invoice represents a sales transaction where goods or services are sold to a customer on credit or for immediate payment. This action requires: - A valid customer ID (obtain from QUICKBOOKS_CREATE_CUSTOMER or QUICKBOOKS_READ_CUSTOMER) - At least one line item with a valid item/service ID and amount The created invoice will have a unique ID, document number, due date, total amount, and balance. Use this to bill customers for products or services rendered. To update the invoice later, re-read it first to obtain the current SyncToken; stale tokens cause update rejections. |
| `QUICKBOOKS_CREATE_ITEM` | Create Item | Create a new item in QuickBooks Online. Items represent the products or services that a company buys, sells, or resells. Use when adding new inventory items, services, or non-inventory products to the QuickBooks catalog. |
| `QUICKBOOKS_CREATE_JOURNAL_ENTRY` | Create Journal Entry | Tool to create a new journal entry in QuickBooks Online. Use when you need to make adjusting or correcting entries that directly affect account balances. Journal entries require at least two lines with total debits equaling total credits. |
| `QUICKBOOKS_CREATE_PAYMENT` | Create Payment | Creates a payment record in QuickBooks Online. The Payment entity records payment from customers against single or multiple invoices and credit memos. Use this action when recording customer payments, whether full payment of an invoice or partial payment across multiple invoices. |
| `QUICKBOOKS_CREATE_PURCHASE` | Create Purchase | Tool to create a new purchase transaction in QuickBooks Online. A purchase represents an expense such as a cash payment, check, or credit card purchase. Use when recording business expenses or making payments to vendors. |
| `QUICKBOOKS_CREATE_PURCHASE_ORDER` | Create Purchase Order | Create a new purchase order in QuickBooks. Use when you need to send a request to a vendor to deliver goods or services. |
| `QUICKBOOKS_CREATE_REFUND_RECEIPT` | Create Refund Receipt | Tool to create a new refund receipt in QuickBooks Online. Use when a customer receives a refund for returned goods or services. |
| `QUICKBOOKS_CREATE_SALES_RECEIPT` | Create Sales Receipt | Tool to create a new sales receipt in QuickBooks Online. Use when recording a sale where the customer pays immediately (cash, check, credit card). |
| `QUICKBOOKS_CREATE_TAX_AGENCY` | Create Tax Agency | Create a new tax agency in QuickBooks Online. Use when you need to set up a new tax authority or agency for tax reporting purposes. |
| `QUICKBOOKS_CREATE_TAXSERVICE_TAXCODE` | Create Tax Code via TaxService | Create a new tax code with associated tax rates using the TaxService endpoint. Use when you need to set up new tax codes for sales or purchase transactions with specific tax rates. |
| `QUICKBOOKS_CREATE_TIME_ACTIVITY` | Create Time Activity | Create a new time activity record in QuickBooks Online. TimeActivity tracks employee or vendor time worked on jobs or projects. Use when recording billable or non-billable hours for employees or vendors. |
| `QUICKBOOKS_CREATE_VENDOR` | Create Vendor | Create a new vendor in QuickBooks with the given details. |
| `QUICKBOOKS_CREATE_VENDOR_CREDIT` | Create Vendor Credit | Tool to create a new vendor credit in QuickBooks Online. Use when recording a credit from a vendor that reduces what you owe. |
| `QUICKBOOKS_CUSTOMER_BALANCE_DETAIL` | Customer Balance Detail | Generate a balance detail report for a customer in QuickBooks with the given customer ID. |
| `QUICKBOOKS_CUSTOMER_BALANCE_REPORT` | Customer Balance Report | Generate a customer balance report in QuickBooks showing outstanding balances for customers. Can filter by specific customers, date ranges, payment status, and accounting method. Returns a hierarchical report with customer names, IDs, and their current balance amounts. |
| `QUICKBOOKS_DELETE_BANK_ACCOUNT` | Delete Bank Account | Tool to delete a bank account on file for a customer in QuickBooks Payments API. Use when removing a customer's payment method. Returns 204 No Content on success with an empty response body from the API. |
| `QUICKBOOKS_EXECUTE_BATCH_OPERATION` | Execute Batch Operation | Execute multiple QuickBooks operations in a single request. Operations are performed serially. Supports create, update, delete, and query operations on QuickBooks entities. Use this action to reduce network latency when performing multiple operations. Each operation is executed in order, and each response is correlated to its request via the bId field. Maximum 30 operations per batch. Ideal for bulk data operations or related entity updates. |
| `QUICKBOOKS_GET_AGED_RECEIVABLES_REPORT` | Aged Receivables Report | Generate an aged receivables report showing outstanding customer balances by age. Use when tracking overdue invoices and managing accounts receivable aging. |
| `QUICKBOOKS_GET_ATTACHABLE` | Get Attachable | Tool to read details of a specific attachable by ID in QuickBooks Online. Attachables represent file attachments linked to entities like invoices, customers, or bills. |
| `QUICKBOOKS_GET_BALANCE_SHEET_REPORT` | Get Balance Sheet Report | Generate a Balance Sheet report showing company assets, liabilities, and equity at a point in time. Use when you need to understand the financial position with what the company owns versus what it owes. |
| `QUICKBOOKS_GET_BANK_ACCOUNT` | Get Bank Account | Tool to retrieve a specific bank account by ID from QuickBooks Payments API. Use when you need to get details about a specific payment method for a customer. |
| `QUICKBOOKS_GET_BILL` | Get Bill | Tool to fetch a QuickBooks bill by ID. Use when needing to retrieve bill details including vendor reference, line items, amounts, and payment status. |
| `QUICKBOOKS_GET_BILL_PAYMENT` | Get Bill Payment | Tool to retrieve details of a specific bill payment by ID in QuickBooks Online. Use when you need to view information about an existing bill payment. |
| `QUICKBOOKS_GET_CHANGED_ENTITIES` | Get Changed Entities | Tool to retrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API. Use when you need to sync or refresh local data periodically by fetching only entities modified within the last 30 days. Returns full entity payloads (not just changed attributes) grouped by entity type with up to 1000 entities per response. |
| `QUICKBOOKS_GET_COMPANY_INFO` | Get Company Info | Tool to read company information from QuickBooks Online. Returns basic company info including name, addresses, fiscal year settings, and subscription status. |
| `QUICKBOOKS_GET_CREDIT_MEMO` | Get Credit Memo | Tool to fetch a QuickBooks credit memo by ID. Use when needing full credit memo details including metadata, customer info, line items, and remaining credit amount. |
| `QUICKBOOKS_GET_CREDIT_MEMO_PDF` | Get Credit Memo PDF | Tool to download a QuickBooks credit memo as a PDF file. Use when you need to retrieve the printable PDF version of a credit memo. |
| `QUICKBOOKS_GET_DEPARTMENT` | Get Department | Read details of a specific department by ID in QuickBooks Online. Use when you need to retrieve information about a department. |
| `QUICKBOOKS_GET_DEPOSIT` | Get Deposit | Tool to read details of a specific deposit by ID in QuickBooks Online. Use when you need complete deposit information including line items, amounts, and metadata. |
| `QUICKBOOKS_GET_ESTIMATE` | Get Estimate | Tool to fetch a QuickBooks estimate by ID. Use when needing full estimate details including metadata, line items, and sync token. |
| `QUICKBOOKS_GET_ESTIMATE_PDF` | Get Estimate PDF | Tool to download a QuickBooks estimate as a PDF file. Use when you need to retrieve the printable PDF version of an estimate. |
| `QUICKBOOKS_GET_EXCHANGE_RATE` | Get Exchange Rate | Tool to get exchange rate for a specific currency code and date in QuickBooks Online. Use when needing to retrieve the current or historical exchange rate between a foreign currency and the company's home currency. |
| `QUICKBOOKS_GET_GENERAL_LEDGER_REPORT` | Get General Ledger Report | Generate a General Ledger report showing all transactions with debits, credits, and running balances. Use when you need a detailed view of all accounting transactions posted to each account. |
| `QUICKBOOKS_GET_INVENTORY_VALUATION_SUMMARY` | Get Inventory Valuation Summary | Generate an Inventory Valuation Summary report showing inventory quantities and their current values. Use when you need to understand inventory asset values, track stock levels, or analyze inventory costs by item. |
| `QUICKBOOKS_GET_INVOICE_PDF` | Get Invoice PDF | Tool to download a QuickBooks invoice as a PDF file. Use when you need to retrieve the printable PDF version of an invoice. |
| `QUICKBOOKS_GET_ITEM` | Get Item | Tool to retrieve a specific item by its ID from QuickBooks Online. Use when you need full details of a product or service item. |
| `QUICKBOOKS_GET_JOURNAL_ENTRY` | Get Journal Entry | Tool to read details of a specific QuickBooks journal entry by ID. Use when you need complete journal entry information including transaction date, line items, posting types, and account references. |
| `QUICKBOOKS_GET_PAYMENT` | Get Payment | Tool to fetch details of a specific payment by ID in QuickBooks Online. Use when needing payment information including customer, amounts, and linked transactions. |
| `QUICKBOOKS_GET_PAYMENT_METHOD` | Get Payment Method | Read details of a specific payment method by ID in QuickBooks Online. Use when you need to retrieve information about a payment method entity. |
| `QUICKBOOKS_GET_PAYMENT_PDF` | Get Payment PDF | Tool to download a QuickBooks payment record as a PDF file. Use when you need to retrieve the printable PDF version of a payment. |
| `QUICKBOOKS_GET_PREFERENCES` | Get Company Preferences | Tool to read company preferences that control application behavior in QuickBooks Online. Use when needing to retrieve accounting settings, sales form configurations, tax preferences, time tracking settings, or other company-wide preference data. |
| `QUICKBOOKS_GET_PROFIT_AND_LOSS_DETAIL_REPORT` | Get Profit and Loss Detail Report | Generate a detailed Profit and Loss report showing company income and expenses with transaction-level details. Use when you need to analyze profitability with individual transaction details, customer/vendor breakdowns, and account-level activity. |
| `QUICKBOOKS_GET_PROFIT_AND_LOSS_REPORT` | Get Profit and Loss Report | Generate a Profit and Loss report showing company income and expenses over a period. Use when you need to analyze profitability, revenue, costs, and net income for a specific date range. |
| `QUICKBOOKS_GET_PURCHASE` | Get Purchase | Tool to fetch details of a specific purchase by ID in QuickBooks Online. Use when you need to retrieve complete purchase information including line items, payment details, and metadata. |
| `QUICKBOOKS_GET_PURCHASE_ORDER` | Get Purchase Order | Tool to fetch a QuickBooks purchase order by ID. Use when needing full purchase order details including line items, vendor information, and metadata. |
| `QUICKBOOKS_GET_PURCHASE_ORDER_PDF` | Get Purchase Order PDF | Tool to download a QuickBooks purchase order as a PDF file. Use when you need to retrieve the printable PDF version of a purchase order. |
| `QUICKBOOKS_GET_REFUND_RECEIPT` | Get Refund Receipt | Tool to fetch a QuickBooks refund receipt by ID. Use when needing details of a specific refund issued to a customer. |
| `QUICKBOOKS_GET_REFUND_RECEIPT_PDF` | Get Refund Receipt PDF | Tool to download a QuickBooks refund receipt as a PDF file. Use when you need to retrieve the printable PDF version of a refund receipt. |
| `QUICKBOOKS_GET_REPORT_ACCOUNT_LIST` | Get Report - Account List | Retrieve the AccountList report from QuickBooks showing a list of all accounts. This report displays all account details including name, type, and balance information. |
| `QUICKBOOKS_GET_REPORT_AGED_PAYABLE_DETAIL` | Get Report - Aged Payable Detail | Generate an aged payable detail report showing aging detail for accounts payable. Use when you need to analyze outstanding vendor bills grouped by aging periods. |
| `QUICKBOOKS_GET_REPORT_AGED_PAYABLES` | Get Report - Aged Payables | Retrieve an Aged Payables aging summary report from QuickBooks showing outstanding vendor balances grouped by age. Shows amounts owed to vendors categorized by aging periods (e.g., current, 1-30 days, 31-60 days overdue). |
| `QUICKBOOKS_GET_REPORT_AGED_RECEIVABLE_DETAIL` | Get Report - Aged Receivable Detail | Generate an aged receivable detail report showing aging detail for accounts receivable. Use when you need to analyze outstanding customer invoices grouped by aging periods. |
| `QUICKBOOKS_GET_REPORT_CASH_FLOW` | Get Report - Cash Flow | Generate a cash flow report in QuickBooks showing cash inflows and outflows categorized by operating, investing, and financing activities. Use when you need to analyze cash movement and liquidity over a specified period. |
| `QUICKBOOKS_GET_REPORT_CLASS_SALES` | Get Report - Class Sales | Generate a ClassSales report in QuickBooks showing sales amounts grouped by class. Use when you need to analyze sales performance by class tracking categories. |
| `QUICKBOOKS_GET_REPORT_CUSTOMER_INCOME` | Get Report - Customer Income | Generate a customer income report in QuickBooks showing revenue by customer. Use when you need to analyze income generated from each customer over a specified period. |
| `QUICKBOOKS_GET_REPORT_CUSTOMER_SALES` | Get Report - Customer Sales | Generate a customer sales report in QuickBooks showing sales transactions and totals for customers. Can filter by specific customers, date ranges, and accounting method. Returns a hierarchical report with customer names, IDs, and their sales amounts. |
| `QUICKBOOKS_GET_REPORT_DEPARTMENT_SALES` | Get Report - Department Sales | Generate a department sales report in QuickBooks showing sales data broken down by department. Use when you need to analyze sales performance across different departments within a date range. Note: Department tracking must be enabled in the QuickBooks company file for this report to return data. |
| `QUICKBOOKS_GET_REPORT_ITEM_SALES` | Get Report - Item Sales | Generate an ItemSales report showing sales data for products and services. Use when you need to analyze sales performance by item including quantity sold, revenue, COGS, and gross margin. |
| `QUICKBOOKS_GET_REPORTS` | Get Reports | Retrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others. Use when you need to access standardized financial or transaction reports with flexible filtering options. |
| `QUICKBOOKS_GET_REPORT_TRIAL_BALANCE` | Get Report - Trial Balance | Generate a Trial Balance report showing account debits, credits, and balances for a specified period. Use when you need to verify that total debits equal total credits across all accounts for accounting reconciliation. |
| `QUICKBOOKS_GET_SALES_RECEIPT` | Get Sales Receipt | Tool to fetch a QuickBooks sales receipt by ID. Use when needing full sales receipt details including customer info, line items, payment details, and metadata. |
| `QUICKBOOKS_GET_SALESRECEIPT_PDF` | Get Sales Receipt PDF | Tool to download a QuickBooks sales receipt as a PDF file. Use when you need to retrieve the printable PDF version of a sales receipt. |
| `QUICKBOOKS_GET_TAX_RATE` | Get Tax Rate | Tool to read details of a specific tax rate by ID in QuickBooks Online. Use when you need to retrieve information about a tax rate. |
| `QUICKBOOKS_GET_TERM` | Get Term | Read details of a specific payment term by ID in QuickBooks Online. Terms define payment conditions like Net 30 or Due on Receipt. |
| `QUICKBOOKS_GET_TIME_ACTIVITY` | Get Time Activity | Tool to read details of a specific time activity by ID in QuickBooks Online. Returns complete time tracking information including employee/vendor reference, hours worked, billing rate, and associated customer. |
| `QUICKBOOKS_GET_TRANSACTION_LIST_REPORT` | Get Transaction List Report | Get the Transaction List report showing all transactions in the company. Use when you need a comprehensive view of all transactions with flexible filtering by date, customer, vendor, account, or other criteria. |
| `QUICKBOOKS_GET_TRANSFER` | Get Transfer | Tool to fetch a QuickBooks transfer by ID. Use when needing to retrieve transfer details including from/to account references and transfer amount. |
| `QUICKBOOKS_GET_VENDOR_CREDIT` | Get Vendor Credit | Tool to fetch a QuickBooks vendor credit by ID. Use when needing to retrieve vendor credit details including vendor reference, line items, amounts, and balance status. |
| `QUICKBOOKS_GET_VENDOR_EXPENSES_REPORT` | Get Vendor Expenses Report | Retrieve a vendor expenses report from QuickBooks showing expense transactions by vendor. This report displays the total expenses incurred for each vendor, providing a detailed view of vendor-related spending. Filter by specific vendors, date ranges, payment status, and customize with various grouping and sorting options. |
| `QUICKBOOKS_LIST_CARDS` | List Cards | Tool to retrieve all payment cards on file for a customer in QuickBooks Payments API. Use when needing to list saved payment methods for a customer. |
| `QUICKBOOKS_LIST_DEPARTMENTS` | List Departments | Query Department entities in QuickBooks using SQL-like syntax. Use when you need to list departments or filter departments by criteria like active status, name patterns, or parent relationships. Supports WHERE clauses, pattern matching (LIKE with %), ORDERBY, and pagination. |
| `QUICKBOOKS_LIST_INVOICES` | List Invoices | Tool to list invoices via QuickBooks Query endpoint. Use when retrieving invoices with optional pagination and custom fields. |
| `QUICKBOOKS_QUERY_ACCOUNT` | Query Account Entities | Query Account entities in QuickBooks using SQL-like syntax. IMPORTANT: Queries the Account entity ONLY (chart of accounts). For other entities (Purchase, Invoice, Bill, Payment, etc.), use their respective query actions. NOTE: API returns ALL fields with values regardless of SELECT clause (projections not supported). CRITICAL RESTRICTIONS: Parentheses and OR operator are NOT supported. Use IN operator for multiple values: WHERE AccountType IN ('Bank', 'Credit Card') Supports: WHERE clauses (=, , LIKE, IN), AND operator, pattern matching (%), ORDER BY, pagination (MAXRESULTS up to 1000, STARTPOSITION), COUNT. Common fields: Id, Name, AccountType, AccountSubType, Classification, Active, FullyQualifiedName, CurrentBalance, AcctNum, Description, SubAccount. Examples: - SELECT * FROM Account WHERE AccountType = 'Expense' MAXRESULTS 100 - SELECT * FROM Account WHERE Active = true ORDER BY Name - SELECT * FROM Account WHERE AccountType IN ('Bank', 'Credit Card') |
| `QUICKBOOKS_QUERY_ATTACHABLE` | Query Attachable Entities | Query Attachable entities in QuickBooks using SQL-like syntax. Use when you need to retrieve multiple attachables or search for specific file attachments. |
| `QUICKBOOKS_QUERY_ENTITIES` | Query QuickBooks Entities | Execute SQL-like queries on QuickBooks Online entities. Supports all entity types (Customer, Invoice, Bill, Payment, Purchase, Account, etc.) with WHERE clauses, pattern matching, ordering, and pagination. IMPORTANT: Many fields are NOT queryable in WHERE clauses including PrivateNote, AccountRef, CurrencyRef, DepartmentRef, ClassRef, etc. Use queryable fields like Id, TxnDate, PaymentType, DisplayName instead. For non-queryable field filtering, query by date range and filter client-side. See parameter description for full list of queryable vs non-queryable fields. Use entity-specific query tools when available for typed responses. |
| `QUICKBOOKS_READ_ACCOUNT` | Read Account | Read an account in QuickBooks with the given account ID. |
| `QUICKBOOKS_READ_CLASS` | Read Class | Read details of a specific class by ID in QuickBooks Online. Classes allow categorization of transactions. |
| `QUICKBOOKS_READ_CUSTOMER` | Read Customer | Read a customer in QuickBooks with the given customer ID. |
| `QUICKBOOKS_READ_EMPLOYEE` | Read Employee | Read an employee's details in QuickBooks with the given employee ID. |
| `QUICKBOOKS_READ_INVOICE` | Read Invoice | Tool to fetch a QuickBooks invoice by ID or the most recent if no ID provided. Use when needing full invoice details including metadata and sync token. |
| `QUICKBOOKS_READ_VENDOR` | Read Vendor | Read a vendor in QuickBooks with the given vendor ID. |
| `QUICKBOOKS_SEND_CREDIT_MEMO` | Send Credit Memo | Tool to send a credit memo to a specified email address. Use when you need to email a credit memo to a customer. |
| `QUICKBOOKS_UPDATE_ATTACHABLE` | Update Attachable | Tool to update an existing attachable in QuickBooks Online. Use when you need to modify attachable properties like note text or entity references. Requires the attachable Id and current SyncToken for optimistic locking. |
| `QUICKBOOKS_UPDATE_COMPANY_INFO` | Update Company Info | Tool to update company information in QuickBooks Online. Use when you need to update company details like name, address, or contact information. Requires Id and SyncToken from a previous read operation. |
| `QUICKBOOKS_UPDATE_DEPARTMENT` | Update Department | Tool to update an existing department in QuickBooks Online. Use when you need to modify department details. Requires the department Id and current SyncToken to prevent concurrent update conflicts. |
| `QUICKBOOKS_UPDATE_FULL_INVOICE` | Update Full Invoice | Tool to fully replace an Invoice. Use when you need to update all aspects of an existing invoice in a single operation. |
| `QUICKBOOKS_UPDATE_PAYMENT_METHOD` | Update Payment Method | Tool to update an existing payment method in QuickBooks Online. Use when you need to modify the name, status, or type of a payment method. Requires the payment method Id and current SyncToken. |
| `QUICKBOOKS_UPDATE_PREFERENCES` | Update Preferences | Update company preferences in QuickBooks Online. Requires Id and SyncToken from a previous read. Use sparse=true for partial updates (only specified fields are changed) or sparse=false/omitted for full replacement. |
| `QUICKBOOKS_UPDATE_SPARSE_INVOICE` | Update Sparse Invoice | Tool to perform a sparse update of an existing invoice. Use when you need to update only specific invoice fields without overwriting other data. |
| `QUICKBOOKS_UPDATE_TERM` | Update Term | Tool to update an existing payment term in QuickBooks Online. Use when you need to modify the name, status, type, or payment conditions of a payment term. Requires the payment term Id and current SyncToken. |
| `QUICKBOOKS_UPDATE_TRANSFER` | Update Transfer | Tool to update an existing transfer in QuickBooks Online. Use when you need to modify a transfer between accounts. Requires the transfer Id and current SyncToken to prevent concurrent update conflicts. |
| `QUICKBOOKS_VENDOR_BALANCE_DETAIL` | Vendor Balance Detail | Generate a balance detail report for a vendor in QuickBooks with the given vendor ID. |
| `QUICKBOOKS_VENDOR_BALANCE_REPORT` | Vendor Balance Report | Retrieve a vendor balance report from QuickBooks showing outstanding balances for vendors. This report displays the total amount owed to each vendor, providing a summary of accounts payable. You can filter by specific vendors, date ranges, payment status, and customize the report with various grouping and sorting options. |

## Supported Triggers

None listed.

## Creating MCP Server - Stand-alone vs Composio SDK

The Quickbooks MCP server is an implementation of the Model Context Protocol that connects your AI agent to Quickbooks. It provides structured and secure access so your agent can perform Quickbooks operations on your behalf through a secure, permission-based interface.
With Composio's managed implementation, you don't have to create your own developer app. For production, if you're building an end product, we recommend using your own credentials. The managed server helps you prototype fast and go from 0-1 faster.

## Step-by-step Guide

### 1. Prerequisites

Before starting, make sure you have:
- Python 3.9 or higher
- A Composio account and API key
- A Quickbooks connection authorized in Composio
- An OpenAI API key for the CrewAI LLM
- Basic familiarity with Python

### 1. Getting API Keys for OpenAI and Composio

OpenAI API Key
- Go to the [OpenAI dashboard](https://platform.openai.com/settings/organization/api-keys) and create an API key. You'll need credits to use the models, or you can connect to another model provider.
- Keep the API key safe.
Composio API Key
- Log in to the [Composio dashboard](https://dashboard.composio.dev?utm_source=toolkits&utm_medium=framework_docs).
- Navigate to your API settings and generate a new API key.
- Store this key securely as you'll need it for authentication.

### 2. Install dependencies

**What's happening:**
- composio connects your agent to Quickbooks via MCP
- crewai provides Agent, Task, Crew, and LLM primitives
- crewai-tools[mcp] includes MCP helpers
- python-dotenv loads environment variables from .env
```bash
pip install composio crewai crewai-tools[mcp] python-dotenv
```

### 3. Set up environment variables

Create a .env file in your project root.
What's happening:
- COMPOSIO_API_KEY authenticates with Composio
- USER_ID scopes the session to your account
- OPENAI_API_KEY lets CrewAI use your chosen OpenAI model
```bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key_here
```

### 4. Import dependencies

**What's happening:**
- CrewAI classes define agents and tasks, and run the workflow
- MCPServerHTTP connects the agent to an MCP endpoint
- Composio will give you a short lived Quickbooks MCP URL
```python
import os
from composio import Composio
from crewai import Agent, Task, Crew
from crewai_tools import MCPServerAdapter
import dotenv

dotenv.load_dotenv()

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

if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set")
```

### 5. Create a Composio Tool Router session for Quickbooks

**What's happening:**
- You create a Quickbooks only session through Composio
- Composio returns an MCP HTTP URL that exposes Quickbooks tools
```python
composio_client = Composio(api_key=COMPOSIO_API_KEY)
session = composio_client.create(user_id=COMPOSIO_USER_ID, toolkits=["quickbooks"])

url = session.mcp.url
```

### 6. Initialize the MCP Server

**What's Happening:**
- Server Configuration: The code sets up connection parameters including the MCP server URL, streamable HTTP transport, and Composio API key authentication.
- MCP Adapter Bridge: MCPServerAdapter acts as a context manager that converts Composio MCP tools into a CrewAI-compatible format.
- Agent Setup: Creates a CrewAI Agent with a defined role (Search Assistant), goal (help with internet searches), and access to the MCP tools.
- Configuration Options: The agent includes settings like verbose=False for clean output and max_iter=10 to prevent infinite loops.
- Dynamic Tool Usage: Once created, the agent automatically accesses all Composio Search tools and decides when to use them based on user queries.
```python
server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users search the internet effectively",
        backstory="You are a helpful assistant with access to search tools.",
        tools=tools,
        verbose=False,
        max_iter=10,
    )
```

### 7. Create a CLI Chatloop and define the Crew

**What's Happening:**
- Interactive CLI Setup: The code creates an infinite loop that continuously prompts for user input and maintains the entire conversation history in a string variable.
- Input Validation: Empty inputs are ignored to prevent processing blank messages and keep the conversation clean.
- Context Building: Each user message is appended to the conversation context, which preserves the full dialogue history for better agent responses.
- Dynamic Task Creation: For every user input, a new Task is created that includes both the full conversation history and the current request as context.
- Crew Execution: A Crew is instantiated with the agent and task, then kicked off to process the request and generate a response.
- Response Management: The agent's response is converted to a string, added to the conversation context, and displayed to the user, maintaining conversational continuity.
```python
print("Chat started! Type 'exit' or 'quit' to end.\n")

conversation_context = ""

while True:
    user_input = input("You: ").strip()

    if user_input.lower() in ["exit", "quit", "bye"]:
        print("\nGoodbye!")
        break

    if not user_input:
        continue

    conversation_context += f"\nUser: {user_input}\n"
    print("\nAgent is thinking...\n")

    task = Task(
        description=(
            f"Conversation history:\n{conversation_context}\n\n"
            f"Current request: {user_input}"
        ),
        expected_output="A helpful response addressing the user's request",
        agent=agent,
    )

    crew = Crew(agents=[agent], tasks=[task], verbose=False)
    result = crew.kickoff()
    response = str(result)

    conversation_context += f"Agent: {response}\n"
    print(f"Agent: {response}\n")
```

## Complete Code

```python
from crewai import Agent, Task, Crew, LLM
from crewai_tools import MCPServerAdapter
from composio import Composio
from dotenv import load_dotenv
import os

load_dotenv()

GOOGLE_API_KEY = os.getenv("GOOGLE_API_KEY")
COMPOSIO_API_KEY = os.getenv("COMPOSIO_API_KEY")
COMPOSIO_USER_ID = os.getenv("COMPOSIO_USER_ID")

if not GOOGLE_API_KEY:
    raise ValueError("GOOGLE_API_KEY is not set in the environment.")
if not COMPOSIO_API_KEY:
    raise ValueError("COMPOSIO_API_KEY is not set in the environment.")
if not COMPOSIO_USER_ID:
    raise ValueError("COMPOSIO_USER_ID is not set in the environment.")

# Initialize Composio and create a session
composio = Composio(api_key=COMPOSIO_API_KEY)
session = composio.create(
    user_id=COMPOSIO_USER_ID,
    toolkits=["quickbooks"],
)
url = session.mcp.url

# Configure LLM
llm = LLM(
    model="gpt-5",
    api_key=os.getenv("OPENAI_API_KEY"),
)

server_params = {
    "url": url,
    "transport": "streamable-http",
    "headers": {"x-api-key": COMPOSIO_API_KEY},
}

with MCPServerAdapter(server_params) as tools:
    agent = Agent(
        role="Search Assistant",
        goal="Help users with internet searches",
        backstory="You are an expert assistant with access to Composio Search tools.",
        tools=tools,
        llm=llm,
        verbose=False,
        max_iter=10,
    )

    print("Chat started! Type 'exit' or 'quit' to end.\n")

    conversation_context = ""

    while True:
        user_input = input("You: ").strip()

        if user_input.lower() in ["exit", "quit", "bye"]:
            print("\nGoodbye!")
            break

        if not user_input:
            continue

        conversation_context += f"\nUser: {user_input}\n"
        print("\nAgent is thinking...\n")

        task = Task(
            description=(
                f"Conversation history:\n{conversation_context}\n\n"
                f"Current request: {user_input}"
            ),
            expected_output="A helpful response addressing the user's request",
            agent=agent,
        )

        crew = Crew(agents=[agent], tasks=[task], verbose=False)
        result = crew.kickoff()
        response = str(result)

        conversation_context += f"Agent: {response}\n"
        print(f"Agent: {response}\n")
```

## Conclusion

You now have a CrewAI agent connected to Quickbooks through Composio's Tool Router. The agent can perform Quickbooks operations through natural language commands.
Next steps:
- Add role-specific instructions to customize agent behavior
- Plug in more toolkits for multi-app workflows
- Chain tasks for complex multi-step operations

## How to build Quickbooks MCP Agent with another framework

- [ChatGPT](https://composio.dev/toolkits/quickbooks/framework/chatgpt)
- [OpenAI Agents SDK](https://composio.dev/toolkits/quickbooks/framework/open-ai-agents-sdk)
- [Claude Agent SDK](https://composio.dev/toolkits/quickbooks/framework/claude-agents-sdk)
- [Claude Code](https://composio.dev/toolkits/quickbooks/framework/claude-code)
- [Claude Cowork](https://composio.dev/toolkits/quickbooks/framework/claude-cowork)
- [Codex](https://composio.dev/toolkits/quickbooks/framework/codex)
- [Cursor](https://composio.dev/toolkits/quickbooks/framework/cursor)
- [VS Code](https://composio.dev/toolkits/quickbooks/framework/vscode)
- [OpenCode](https://composio.dev/toolkits/quickbooks/framework/opencode)
- [OpenClaw](https://composio.dev/toolkits/quickbooks/framework/openclaw)
- [Hermes](https://composio.dev/toolkits/quickbooks/framework/hermes-agent)
- [CLI](https://composio.dev/toolkits/quickbooks/framework/cli)
- [Google ADK](https://composio.dev/toolkits/quickbooks/framework/google-adk)
- [LangChain](https://composio.dev/toolkits/quickbooks/framework/langchain)
- [Vercel AI SDK](https://composio.dev/toolkits/quickbooks/framework/ai-sdk)
- [Mastra AI](https://composio.dev/toolkits/quickbooks/framework/mastra-ai)
- [LlamaIndex](https://composio.dev/toolkits/quickbooks/framework/llama-index)

## Related Toolkits

- [Stripe](https://composio.dev/toolkits/stripe) - Stripe is a global online payments platform offering APIs for managing payments, customers, and subscriptions. Trusted by businesses for secure, efficient, and scalable payment processing worldwide.
- [Alpha vantage](https://composio.dev/toolkits/alpha_vantage) - Alpha Vantage is a financial data platform offering real-time and historical stock market APIs. Get instant, reliable access to equities, forex, and technical analysis data for smarter trading decisions.
- [Altoviz](https://composio.dev/toolkits/altoviz) - Altoviz is a cloud-based billing and invoicing platform for businesses. It streamlines online payments, expense tracking, and customizable invoice management.
- [Benzinga](https://composio.dev/toolkits/benzinga) - Benzinga provides real-time financial news and data APIs for market coverage. It helps you track breaking news and actionable market insights instantly.
- [Brex](https://composio.dev/toolkits/brex) - Brex provides corporate credit cards and spend management tailored for startups and tech businesses. It helps optimize company cash flow, streamline accounting, and accelerate business growth.
- [Chaser](https://composio.dev/toolkits/chaser) - Chaser is accounts receivable automation software that sends invoice reminders and helps businesses get paid faster. It streamlines the collections process to save time and improve cash flow.
- [Clientary](https://composio.dev/toolkits/clientary) - Clientary is a platform for managing clients, invoices, projects, proposals, and more. It streamlines client work and saves you serious admin time.
- [Coinbase](https://composio.dev/toolkits/coinbase) - Coinbase is a platform for buying, selling, and storing cryptocurrency. It makes exchanging and managing crypto simple and secure for everyone.
- [Coinranking](https://composio.dev/toolkits/coinranking) - Coinranking is a comprehensive cryptocurrency market data platform offering access to real-time coin prices, market caps, and historical data. Get accurate, up-to-date stats for thousands of digital assets in one place.
- [Coupa](https://composio.dev/toolkits/coupa) - Coupa is a business spend management platform for procurement, invoicing, and expenses. It helps organizations streamline purchasing, control costs, and gain complete visibility over financial operations.
- [CurrencyScoop](https://composio.dev/toolkits/currencyscoop) - CurrencyScoop is a developer-friendly API for real-time and historical currency exchange rates. Easily access fiat and crypto data for smart, up-to-date financial applications.
- [Daffy](https://composio.dev/toolkits/daffy) - Daffy is a modern charitable giving platform with a donor-advised fund. Easily set aside funds, grow them tax-free, and donate to over 1.7 million U.S. charities.
- [Eagle doc](https://composio.dev/toolkits/eagle_doc) - Eagle doc is an AI-powered OCR API for invoices and receipts. It delivers fast, reliable, and accurate document data extraction for seamless automation.
- [Elorus](https://composio.dev/toolkits/elorus) - Elorus is an online invoicing and time-tracking software for freelancers and small businesses. Easily manage finances, bill clients, and track work in one place.
- [Eodhd apis](https://composio.dev/toolkits/eodhd_apis) - Eodhd apis delivers comprehensive financial data, including live and historical stock prices, via robust APIs. Easily access reliable, up-to-date market insights to power your apps, dashboards, and analytics.
- [Fidel api](https://composio.dev/toolkits/fidel_api) - Fidel api is a secure platform for linking payment cards to web and mobile apps. It enables real-time card transaction monitoring and event-based automation for businesses.
- [Finage](https://composio.dev/toolkits/finage) - Finage is a secure API platform delivering real-time and historical financial data for stocks, forex, crypto, indices, and commodities. It empowers developers and businesses to access, analyze, and act on market data instantly.
- [Finmei](https://composio.dev/toolkits/finmei) - Finmei is an invoicing tool that simplifies billing, invoice management, and expense tracking. Ideal for automating and organizing your business finances in one place.
- [Fixer](https://composio.dev/toolkits/fixer) - Fixer is a currency data API offering real-time and historical exchange rates for 170 currencies. Instantly access accurate, up-to-date forex data for your applications and workflows.
- [Fixer io](https://composio.dev/toolkits/fixer_io) - Fixer.io is a lightweight API for real-time and historical foreign exchange rates. It makes global currency conversion fast, accurate, and hassle-free.

## Frequently Asked Questions

### 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 CrewAI?

Yes, you can. CrewAI 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.

---
[See all toolkits](https://composio.dev/toolkits) · [Composio docs](https://docs.composio.dev/llms.txt)