How to integrate Quickbooks MCP with Hermes

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Introduction

Hermes is a 24/7 autonomous agent that lives on your computer or server — it remembers what it learns and evolves as your usage grows.

This guide explains the easiest and most robust way to connect your Quickbooks account to Hermes. You can do this through either Composio Connect CLI or Composio Connect MCP. For personal use we recommend the CLI, but you won't go wrong with MCP either.

Also integrate Quickbooks with

What is Composio Connect?

Composio Connect is a consumer offering that lets anyone plug 1,000+ applications directly into their agent harness — including Hermes. It can:

  • Search and load tools from relevant toolkits on-demand, reducing context usage.
  • Chain multiple tools to accomplish complex workflows via a remote workbench, without excessive back-and-forth with the LLM.
  • Manage app authentication end-to-end with zero manual overhead.

Integrating Quickbooks with Hermes

Using Composio Connect CLI

1. Install the Composio CLI

Run the install script directly, or paste https://composio.dev/hermes into your Hermes chat box to have it installed for you.

bash
curl -fsSL https://composio.dev/install | bash
Hermes authenticating with Composio

2. Authenticate

Once the CLI is installed, ask Hermes to authenticate with Composio.

3. Connect to Quickbooks

Ask your agent to connect to Quickbooks, or simply request any Quickbooks-related task. Hermes will prompt you to authenticate and authorize access.

4. Done. You're all set with a new Quickbooks connection.

Using Composio Connect MCP

1. Get your MCP URL and API Key

Go to dashboard.composio.dev and copy your Connect MCP URL and API key.

Copy MCP URL and API key from Composio dashboard

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 & Triggers

Tools
Create AccountCreate a new account in quickbooks with the given parameters.
Create CustomerCreate a new customer in quickbooks with the given parameters.
Create EmployeeCreate a new employee in quickbooks.
Create VendorCreate a new vendor in quickbooks with the given details.
Customer Balance DetailGenerate a balance detail report for a customer in quickbooks with the given customer id.
Customer Balance ReportGenerate a balance report for a customer in quickbooks with the given customer id.
Query AccountQuery an account in quickbooks with the given parameters.
Read AccountRead an account in quickbooks with the given account id.
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 VendorRead a vendor in quickbooks with the given vendor id.
Vendor Balance DetailGenerate a balance detail report for a vendor in quickbooks with the given vendor id.
Vendor Balance ReportGet the balance report of a vendor in quickbooks with the given vendor id.

Way Forward

With Quickbooks connected, Hermes can now act on your behalf whenever it detects a relevant task or you ask it to.

From here, you can extend Hermes further:

  • Connect more apps: Calendar, Slack, Notion, Linear, and hundreds of others are available through the same Composio Connect setup. Each new integration compounds what Hermes can do for you.
  • Build workflows across tools: Once multiple apps are connected, Hermes can chain actions together — turn an email into a calendar invite, a Slack message into a Linear ticket, or a meeting note into a follow-up draft.
  • Let it learn your patterns: The more you use Hermes, the better it gets at anticipating how you'd handle recurring tasks. Give it feedback on drafts and decisions, and it will adapt.

If you run into trouble or want to share what you've built, join the community or check out the Docs for deeper configuration options.

How to build Quickbooks MCP Agent with another framework

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Quickbooks MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Quickbooks MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Quickbooks MCP with Claude Code

Codex logo

Codex

Use Quickbooks MCP with Codex

OpenClaw logo

OpenClaw

Use Quickbooks MCP with OpenClaw

CLI logo

CLI

Use Quickbooks MCP with CLI

Google ADK logo

Google ADK

Use Quickbooks MCP with Google ADK

LangChain logo

LangChain

Use Quickbooks MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Quickbooks MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Quickbooks MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Quickbooks MCP with LlamaIndex

CrewAI logo

CrewAI

Use Quickbooks MCP with CrewAI

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 Hermes?

Yes, you can. Hermes 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.

Used by agents from

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Context
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