QuickBooks Online MCP Server for Windsurf 10 tools — connect in under 2 minutes
Windsurf brings agentic AI coding to a purpose-built IDE. Connect QuickBooks Online through the Vinkius and Cascade will auto-discover every tool — ask questions, generate code, and act on live data without leaving your editor.
ASK AI ABOUT THIS MCP SERVER
Vinkius supports streamable HTTP and SSE.
Vinkius Desktop App
The modern way to manage MCP Servers — no config files, no terminal commands. Install QuickBooks Online and 2,500+ MCP Servers from a single visual interface.
{
"mcpServers": {
"quickbooks-online": {
"url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}
}
}
* Every MCP server runs on Vinkius-managed infrastructure inside AWS - a purpose-built runtime with per-request V8 isolates, Ed25519 signed audit chains, and sub-40ms cold starts optimized for native MCP execution. See our infrastructure
About QuickBooks Online MCP Server
Connect QuickBooks Online to any AI agent and manage your entire accounting operation through natural conversation.
Windsurf's Cascade agent chains multiple QuickBooks Online tool calls autonomously — query data, analyze results, and generate code in a single agentic session. Paste the Vinkius Edge URL, reload, and all 10 tools are immediately available. Real-time tool feedback appears inline, so you see API responses directly in your editor.
What you can do
- Invoice Management — List, view, and create invoices with line items and taxes
- Customer Management — Browse customers, view profiles, create new accounts
- Payment Tracking — View payment records with amounts and linked invoices
- Financial Reports — Run Profit & Loss reports for any date range
- Company Info — View company details, fiscal year, and subscription info
- Custom Queries — Execute any QuickBooks query language statement
The QuickBooks Online MCP Server exposes 10 tools through the Vinkius. Connect it to Windsurf in under two minutes — no API keys to rotate, no infrastructure to provision, no vendor lock-in. Your configuration, your data, your control.
How to Connect QuickBooks Online to Windsurf via MCP
Follow these steps to integrate the QuickBooks Online MCP Server with Windsurf.
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
Add the server
Paste the JSON configuration above into mcp_config.json
Save and reload
Windsurf will detect the new server automatically
Start using QuickBooks Online
Open Cascade and ask: "Using QuickBooks Online, help me..." — 10 tools available
Why Use Windsurf with the QuickBooks Online MCP Server
Windsurf provides unique advantages when paired with QuickBooks Online through the Model Context Protocol.
Windsurf's Cascade agent autonomously chains multiple tool calls in sequence, solving complex multi-step tasks without manual intervention
Purpose-built for agentic workflows — Cascade understands context across your entire codebase and integrates MCP tools natively
JSON-based configuration means zero code changes: paste a URL, reload, and all 10 tools are immediately available
Real-time tool feedback is displayed inline, so you see API responses directly in your editor without switching contexts
QuickBooks Online + Windsurf Use Cases
Practical scenarios where Windsurf combined with the QuickBooks Online MCP Server delivers measurable value.
Automated code generation: ask Cascade to fetch data from QuickBooks Online and generate models, types, or handlers based on real API responses
Live debugging: query QuickBooks Online tools mid-session to inspect production data while debugging without leaving the editor
Documentation generation: pull schema information from QuickBooks Online and have Cascade generate comprehensive API docs automatically
Rapid prototyping: combine QuickBooks Online data with Cascade's code generation to scaffold entire features in minutes
QuickBooks Online MCP Tools for Windsurf (10)
These 10 tools become available when you connect QuickBooks Online to Windsurf via MCP:
create_customer
Provide DisplayName and optional email/phone as JSON. Create a new customer
create_invoice
Provide customer ref and line items as JSON. Create a new invoice
get_company_info
Get company information
get_customer
Get customer details
get_invoice
Get invoice details
get_payment
Get payment details
list_customers
List all customers
list_invoices
List all invoices
profit_and_loss
Provide dates in YYYY-MM-DD format. Run Profit & Loss report
query
Example: SELECT * FROM Invoice WHERE TotalAmt > 100 MAXRESULTS 50 Execute a QuickBooks query
Example Prompts for QuickBooks Online in Windsurf
Ready-to-use prompts you can give your Windsurf agent to start working with QuickBooks Online immediately.
"Show me all unpaid invoices."
"Run the P&L report for Q1 2026."
"Create a customer for John Smith, john@acme.com."
Troubleshooting QuickBooks Online MCP Server with Windsurf
Common issues when connecting QuickBooks Online to Windsurf through the Vinkius, and how to resolve them.
Server not connecting
QuickBooks Online + Windsurf FAQ
Common questions about integrating QuickBooks Online MCP Server with Windsurf.
How does Windsurf discover MCP tools?
mcp_config.json file on startup and connects to each configured server via Streamable HTTP. Tools are listed in the MCP panel and available to Cascade automatically.Can Cascade chain multiple MCP tool calls?
Does Windsurf support multiple MCP servers?
mcp_config.json. Each server's tools appear in the MCP panel and Cascade can use tools from different servers in a single flow.Connect QuickBooks Online with your favorite client
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Connect QuickBooks Online to Windsurf
Get your token, paste the configuration, and start using 10 tools in under 2 minutes. No API key management needed.