QuickBooks Online MCP. Run full accounting workflows from chat.

QuickBooks Online MCP Server connects your AI agent directly to your entire accounting backbone. You don't have to jump between tabs or remember complex menus; you just talk to it, and your agent handles the ledger work. This server gives your client access to every core function of QuickBooks—reading data, building records, running deep financial reports—all through natural language conversation.

Managing Your Client Base

You need to know who you're dealing with before you bill 'em. You can start by listing everyone in the book using list_customers to get a quick rundown of all existing client IDs and their basic contact info. If you only remember a name, your agent pulls up the full record—their history, profile details—by calling get_customer.

If you've got a brand-new client, you can build their file instantly using create_customer, providing everything from their display name to their email and phone number.

Handling Invoicing and Payments

Getting paid is the whole game. To start a billing cycle, your agent generates an invoice record via create_invoice. When you run this, you tell it which customer it's for and lay out every single line item and tax rate you need to include. Once that invoice sits there waiting, you can check its status or pull up all the detailed items by calling get_invoice, seeing exactly when it was due and what services were billed.

If a client pays up, you don't guess where the money went; your agent fetches detailed records of payments using get_payment, making sure those funds link directly back to the specific invoice they covered. You can also see all outstanding invoices across the books by running list_invoices.

Deep Reporting and System Info

You gotta know if you're profitable, right? For a full picture of your business health, your agent executes the profit_and_loss tool. You just give it a date range, and it spits out a complete breakdown: Revenue, Cost of Goods Sold (COGS), and Net Income. When you need to check system parameters—like confirming what fiscal year QuickBooks is running on or checking subscription details—you call get_company_info.

For specialized reporting that doesn't fit the standard reports—maybe tracking expenses by a specific department code not covered anywhere else—you run raw statements using query, letting it execute complex, niche QuickBooks query language right against the ledger.

This whole setup isn't just for reading data. Your agent handles the full financial lifecycle: from getting company info via get_company_info to creating new revenue streams with create_invoice or pulling obscure reports using query. It’s your one stop shop for the money stuff.