
Connect QuickBooks Online to ChatGPT, Claude and Gemini
Set it up once and it works in ChatGPT, Claude, Cursor, and any other client you love. It all runs safely in the background, so you can relax and focus on what really matters. Run your entire accounting workflow through a chat interface.
Developed, maintained, and hosted by Vinkius.
MCP VERIFIED · PRODUCTION READY · VINKIUS GUARANTEED
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Works with modern AI clients that support MCP, including ChatGPT, Claude, Cursor, and more.
Your AI does the work. We keep it safe and sound.
No other AI tool gives you this. Your workflow runs in the client you already love, your account stays protected, and you decide what the agent can and cannot do. It is the whole reason to make the switch.
Each Connector lives inside our infrastructure, the same place where your workflow runs. The three things below are already part of it, working quietly in the background so you never have to think about them. Nothing to add, nothing to set up, nothing to worry about.

Each Connector runs inside its own sealed environment.
Each Connector runs inside its own sealed V8 runtime — no access to your files, your system, or other servers. A Connector never sees past its own request.
One switch stops every agent. Instantly.
One action deactivates every Connector, revokes every token, and ends every session at once. AI Governance keeps the record.
Spending limits that pause instead of surprise.
Every user keeps their own connections and credentials, isolated from everyone else. Anything that would cross your spending limit is held for your approval, not billed.
Three controls, built into the layer your AI connects through.
Curated set · 10 capabilities
We ship only the actions that matter.
01-04
4 capabilities in this set.
Part of 10 available through QuickBooks Online.
- 01
Get payment
This capability retrieves specific details regarding a payment.
- 02
List customers
Use this to pull a full list of all customers in your QuickBooks account.
- 03
Get company info
This capability fetches your company's profile and configuration details.
- 04
Create invoice
This capability generates a new invoice using customer references and line item data.
05-07
3 capabilities in this set.
Part of 10 available through QuickBooks Online.
- 05
Get customer
Use this to pull the specific profile and details for a single customer.
- 06
Get invoice
This capability retrieves the full details of a specific invoice.
- 07
List invoices
This capability pulls a list of all invoices currently in your system.
08-10
3 capabilities in this set.
Part of 10 available through QuickBooks Online.
- 08
Profit and loss
This capability runs a Profit and Loss report for a specific date range.
- 09
Query
This capability executes custom QuickBooks query language statements for precise data retrieval.
- 10
Create customer
Use this to add a new customer to your records with their name and contact info.
Real work
What teams actually run
Instant Billing
Tell your agent to create an invoice for a client immediately after a project finishes.
Financial Health Checks
Ask for a Profit and Loss report to see your net income for the last quarter.
Accounts Receivable Tracking
Query all unpaid invoices to identify which customers need a follow up.
Client Onboarding
Add new customer contact details to QuickBooks without opening a new tab.
Automate a task
Put QuickBooks Online to work on one thing.
Step-by-step automations your AI runs through this Connector: the workflow, the prompts to start with, and the exact capabilities behind each move.
One connector, every AI
QuickBooks Online works with the most popular AI clients.
These are the most popular clients, each with a step-by-step guide: one link, set up once, with governance and visibility built in. And because everything runs on the MCP standard, the same connection also works in any other compatible client — nothing to rebuild.
Claude
ChatGPT
Gemini
Perplexity
Grok
Microsoft Copilot
Cursor
VS Code
Windsurf
JetBrains
Cline
LangChain
Vercel AI SDK
Lovable
Z.ai
Raycast
Qwen Code
Kimi Code
Le ChatBuilding your own app? The connector is yours to use.
You don't need a client to put QuickBooks Online to work: the same hosted connection plugs into your own applications and agent code, with the same governance on every request. Build with it, chat with it — one connection for both.
Observed, not estimated
965ms average. Fast in production.
QuickBooks Online is checked daily against the live service.
- Fastest day
- 724ms
- Slowest day
- 1158ms
- 14-day trend
- Stable-1%
Connect your client
One URL. Every client.
Activate the Connector, copy your link, and paste it into the client you already use. 10 capabilities arrive ready to run.
Preview access · not provider authentication
The vk_preview_* token belongs to Vinkius preview infrastructure. It lets Claude discover and display the capabilities of QuickBooks Online, so you can see the experience inside your AI.
It does not authenticate your account with QuickBooks Online. Actions requiring credentials or live account data may not run until you activate the Connector and authorize the service.
QuickBooks Online Connector
You're all set. Choose your MCP client and follow the setup instructions.
https://edge.vinkius.com/vk_preview_VFVvoZ2OXcrTVKwKgQb3qVACT2JSVXlVM1bvs3RT/mcpClaude Desktop
Follow the steps below to connect in seconds.
- 1In Claude Desktop, open Settings → Connectors.
- 2Click “Add custom connector” and paste the connector link above as the remote MCP server URL.
- 3Click Add and start a new chat — QuickBooks Online capabilities are ready to use.
{
"mcpServers": {
"quickbooks-online-mcp": {
"url": "https://edge.vinkius.com/vk_preview_VFVvoZ2OXcrTVKwKgQb3qVACT2JSVXlVM1bvs3RT/mcp"
}
}
}
Claude
ChatGPT
Cursor
VS Code
Windsurf
Claude Code
JetBrains
Cline
Step-by-step instructions for each client are in the guide. How to connect
Guided setup for Claude? Set up QuickBooks Online in Claude and other AIs
Who it's for
Built for the work QuickBooks Online owners hand off.
This MCP is built for professionals who need to interact with their financial data without switching between multiple browser tabs and accounting software.
- 01
Freelancers
Manage client invoicing and track unpaid bills directly from your workspace.
- 02
Small Business Owners
Check profit and loss statements and company info on the fly.
- 03
Accountants
Run custom queries and manage customer lists using natural language.
FAQ
Questions QuickBooks Online owners ask.
- 01
How do I connect my QuickBooks account?
You connect once through your AI client after subscribing to the MCP on Vinkius. Vinkius manages the connection and credentials for you.
- 02
Which AI clients can I use with this MCP?
You can use any MCP-compatible client, including Claude, Cursor, Windsurf, and VS Code.
- 03
Can I run custom reports?
Yes, you can use the query capability to run any QuickBooks query language statement for specific data needs.
- 04
Does this MCP handle invoice creation?
Yes, you can provide customer references and line items to the create_invoice capability to generate new invoices.
- 05
Is my financial data secure?
Vinkius manages the authentication and connection securely, allowing your AI client to interact with your QuickBooks data through authorized capabilities.
- 06
Can I run Profit & Loss reports?
Yes! Use the profit_and_loss capability with start and end dates in YYYY-MM-DD format.
- 07
How do I create an invoice?
Use create_invoice with a JSON payload containing the CustomerRef and Line items.
- 08
Can I run custom queries?
Yes! The query capability accepts any QuickBooks query. Example: SELECT * FROM Invoice WHERE TotalAmt > 500.
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Connect QuickBooks Online to Claude, Cursor, ChatGPT & more
