QuickBooks Online MCP for AI Agents. Manage every financial record using conversation.

Q: How do I run a Profit & Loss report using QuickBooks Online MCP?

To run a P&L report, you use the profitandloss tool and provide the start and end dates in YYYY-MM-DD format. The agent then pulls the structured financial statement data for that period.

Q: Can I list all invoices using the QuickBooks Online MCP?

Yes, you can use the listinvoices tool. This command retrieves a complete list of every invoice currently stored in your account records for review.

Q: Does QuickBooks Online MCP handle tax rates?

Yes. When generating an invoice using createinvoice, you can specify line items and taxes, ensuring the billing record adheres to your required financial structure.

QuickBooks Online MCP connects your AI agent directly to your accounting ledger. You can query invoices, create new customer records, run Profit & Loss reports for specific quarters, and manage all core financial operations using natural conversation. It lets you handle complex bookkeeping tasks without ever opening the QuickBooks dashboard.

Claude

ChatGPT

Cursor

Gemini

Windsurf

VS Code

JetBrains

Vercel

See Vinkius in Action

Give Claude and any AI agent real-world access

Check Invoice Statuses and Details

You can list all existing invoices and retrieve the full details for a specific one.

Generate New Billing Records

The agent lets you create brand new invoices, including setting up line items and applying taxes to them.

Maintain Customer Profiles

You can easily list existing customers, pull their full profile details, or build out entirely new accounts.

Pull Financial Statements

Request comprehensive financial summaries, such as Profit & Loss reports for any defined date range.

Review Payment History

The system tracks and displays payment records, linking them directly to the invoices they cover.

Ask an AI about this

Waiting for input…

AI Agent

What AI agents can do with QuickBooks Online: 10 Tools for Accounting Mastery

These ten tools let you perform every key operational task in QuickBooks Online, from creating new accounts to running complex financial reports—all accessible via your AI agent.

Make your AI actually useful.

Add this MCP to Claude, Cursor, or Windsurf and your AI stops guessing. It gets real tools to look things up, take action, and handle the stuff you keep doing by hand.

Start using QuickBooks Online MCP

Profit And Loss

Generates a Profit & Loss report after you specify the start and end dates in YYYY-MM-DD format.

List Invoices

Retrieves a list of all invoices associated with your QuickBooks Online account.

Get Invoice

Pulls the full, detailed information for one specific invoice ID.

Create Invoice

Builds and submits a new invoice record, requiring you to specify the customer and...

Get Customer

Retrieves all specific details for a single existing customer account.

Query

Executes custom QuickBooks query language statements to pull highly specific data sets (e.g., 'SELECT * FROM Invoice WHERE TotalAmt > 100').

Create Customer

Registers a brand new customer account, allowing you to specify their name and optional contact details.

List Customers

Provides a comprehensive list of every customer record in your system.

Get Payment

Retrieves detailed records about received payments, including the amount and linked...

Get Company Info

Pulls general details about your company's settings, such as fiscal year or...

Security and governance baked right in.

Pick your AI client below to get set up. Just create a Vinkius account, subscribe, and you're instantly up and running. We handle the entire backend infrastructure, delivering out-of-the-box support for HTTPS Streamable, SSE, and OAuth2—zero messy routing required.

QuickBooks Online MCP is compatible with Claude

Claude AI

Open Claude Settings

Go to claude.ai, click your profile icon, then navigate to Customize → Connectors.

Add Custom Connector

Click the "+" button and select Add custom connector. Paste your Vinkius endpoint URL:

https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp

Replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com. For OAuth-protected servers, expand Advanced settings to add credentials.

Start a conversation

Open a new chat. The QuickBooks Online integration is available immediately — no restart needed.

Antigravity

Configure Agent Environment

Open your Antigravity agent's workspace configuration or mcp-servers.json file.

Bind the Endpoint

Add the Vinkius endpoint URL to your agent's MCP connections list:

"mcp_servers": {
  "quickbooks-online": {
    "serverUrl": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
  }
}

Provide your secure token in place of [YOUR_TOKEN_HERE] to ensure your agent requests are authenticated.

Execute

Start your Antigravity session. The agent will autonomously discover and utilize the QuickBooks Online tools with full Vinkius guardrails applied.

QuickBooks Online MCP is compatible with VS Code

VS Code Copilot

⚡

One-Click Install (Recommended)

In your Vinkius Dashboard, simply click the Add to VS Code button for this server. We'll automatically configure your local workspace.

Or configure manually

Open MCP Settings

Open VS Code, press Ctrl/Cmd + Shift + P, and search for GitHub Copilot: MCP Servers.

Add Server Config

Add the Vinkius endpoint configuration to your mcp-servers.json file:

"quickbooks-online": {
  "url": "https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp"
}

Ensure you replace [YOUR_TOKEN_HERE] with your token from cloud.vinkius.com.

LangChain

Install Dependencies

Install the LangChain MCP adapters for your environment:

pip install langchain-mcp-adapters

Connect the Server

Use the SSEClient in LangChain to connect to the Vinkius managed endpoint:

from langchain_mcp_adapters.client import SSEClient

# Connect to Vinkius
client = SSEClient(url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")
tools = client.get_tools()

CrewAI

Define the Tool

Load the Vinkius MCP tools into your CrewAI agents:

from crewai import Agent
from mcp_crewai import MCPTool

# Connect securely to Vinkius
vinkius_tools = MCPTool(url="https://edge.vinkius.com/[YOUR_TOKEN_HERE]/mcp")

# Assign to Agent
researcher = Agent(
    role='Data Researcher',
    tools=vinkius_tools.get_all()
)

Execute Task

Run your CrewAI process. The agent will autonomously route tasks to the Vinkius managed server.

Choose How to Get Started

Build a custom MCP for your own tools, or connect a ready-made integration from our catalog.

Build Your Own

Turn any API into an MCP. Import a spec, define Agent Skills, or deploy with MCPFusion.

Import from OpenAPI, Swagger, or YAML specs
Create Agent Skills with progressive disclosure
Deploy to edge with MCPFusion framework
Built in DLP, auth, and compliance on each call
Real time usage dashboard and cost metering
Publish to catalog or keep private

Start building

Make Your AI Do More

Start with QuickBooks Online, then connect any of our 5,200+ other servers whenever your AI needs more. One click, no limits.

Use this MCP plus 5,200+ others, all in one place
Add new capabilities to your AI anytime you want
Connections are secured and governed automatically
Track usage and costs across all your servers
Works with Claude, ChatGPT, Cursor, and more
New servers added to the catalog weekly

Independent Platform Disclaimer: Vinkius is an independent platform and is not affiliated with, endorsed by, sponsored by, verified by, or otherwise authorized by QuickBooks Online. All third-party trademarks, logos, and brand names are the property of their respective owners. Their use on this website is strictly for informational purposes to identify service compatibility and interoperability.

VINKIUS INFRASTRUCTURE

Cloud Hosted

Managed infra

V8 Isolated

Sandboxed per request

Zero-Trust Proxy

No stored credentials

DLP Enforced

Policy on each call

GDPR Compliant

EU data residency

Token Compression

~60% cost reduction

Your data is protected. See how we built it.

The headache of financial reconciliation Solved with Vinkius AI Gateway

Today, getting an accurate view of outstanding funds means jumping between at least three screens: the Customer list to confirm details, the Invoice section to see what was billed, and the Payments dashboard to track partial payments. You're spending minutes just aggregating data before you even know what question needs answering.

With this MCP, that process vanishes into a single chat command. Instead of clicking through dashboards, you simply ask your agent: 'Show me all invoices over $100 that haven't been paid in 30 days.' You get the exact list and total amount right back, instantly.

Creating a new customer record with QuickBooks Online MCP

Manually creating a new client requires navigating to the dedicated 'Customers' tab. You have to find fields for display name, email, and phone number, filling in each one sequentially. It’s tedious form-filling.

Now, you tell your agent: 'Create a customer record for Jane Doe at jane@company.com.' The MCP handles finding the correct API endpoint and populating all required data points with zero clicks on your end.

Support 24/7 support@vinkius.com ↗

Security Vinkius Trust Center ↗

SLA Service Level Agreement ↗

Report Listing Send Report ↗

accounting

invoicing

financial-reporting

payroll

expense-tracking

What your AI can actually do with this

Need to know exactly where your business stands? This MCP gives your AI agent a direct line into your entire accounting system. Instead of logging into QuickBooks Online and clicking through five different menus—one for customers, one for reports, another for invoices—you just talk to your agent. You can ask it to find all outstanding balances owed by specific clients or pull a detailed Profit & Loss report for the last quarter.

It handles everything from creating new customer profiles to running complex queries that summarize payments and track revenue against costs. Because this connection is managed through Vinkius, you connect once with any compatible client—Claude, Cursor, Windsurf, or any other agent—and instantly have access to your entire financial toolkit.

Built · Hosted · Managed by Vinkius QuickBooks Online - Manage Invoices & Finance Data

Server ID 019d75fb-a372-70c6-8b47-e1bf13206ab9

Vinkius Inspector

Compliance Grade A+

Score 100/100

Report View Report ↗

What Changes When You Connect

Stop jumping between tabs. Instead of running separate queries for customer lists, invoice amounts, and payment dates, you ask your agent one question and it pulls all three data points together.

Quickly audit transactions. Need to know which invoices are unpaid? Use the MCP to list all outstanding balances instantly, giving you immediate visibility into cash flow.

Automate client setup. Creating a new customer record used to mean manual input across multiple screens; now, you simply instruct your agent to create the account and provide the necessary details.

Drill down deep on finances. Don't rely only on standard reports. Use the query tool to execute custom queries language statements, pulling niche data sets that standard dashboards ignore.

Maintain a complete picture of revenue. You can not only list invoices but also use the MCP to run the profit_and_loss report for any date range to see true quarterly performance.

See it in action

01 01

Missing Payment Tracking

The SBO needs to know if a client paid their $5,000 invoice from last month. Instead of manually searching the payment ledger and cross-referencing the invoice ID, they ask their agent: 'What payments are linked to Invoice 1234?' The MCP uses get_payment and get_invoice to give a clear answer immediately.

02 02

Client Onboarding

The Bookkeeper is onboarding Acme Corp. They need a new client record, an initial invoice, and to ensure the company details are current. The agent handles this flow by first using create_customer, then calling create_invoice with line items, completing the process in one conversation.

03 03

Quarterly Review Prep

The Financial Analyst needs to present Q2 earnings. They ask their agent to 'Run a P&L report for April 1 to June 30.' The MCP executes profit_and_loss, giving them the structured, ready-to-present data instantly.

04 04

Finding Missing Data

The team needs total revenue for high-value accounts. Instead of running multiple reports and trying to sum up totals, they use the query tool to execute a specific SELECT statement that aggregates exactly what they need.

The honest tradeoffs

What to watch out for, and the recommended way to handle each one.

Treating the MCP like a search engine

Avoid

Typing 'How do I see all invoices?' and expecting a list of instructions. The agent won't just give general advice; it needs a specific action.

Instead

To get the data, you must ask for an action: 'List all invoices.' This triggers list_invoices and gives you the actual records, not just theory.

Over-relying on manual copy/paste

Avoid

Pulling a customer's name from one dashboard, then manually going to another section to create an invoice for them. This is slow and error-prone.

Instead

Use the MCP to keep it all conversational. You can tell the agent: 'Create Invoice 1050 for John Smith.' It handles finding or creating the customer record first.

Ignoring custom queries

Avoid

Only running standard reports, which often miss combining data points (e.g., revenue minus a specific tax category).

Instead

If standard reporting falls short, use the query tool. You can write complex SQL-like statements to pull exactly the metrics you need.

Questions you might have

How do I run a Profit & Loss report using QuickBooks Online MCP? +

To run a P&L report, you use the profit_and_loss tool and provide the start and end dates in YYYY-MM-DD format. The agent then pulls the structured financial statement data for that period.

Can I list all invoices using the QuickBooks Online MCP? +

Yes, you can use the list_invoices tool. This command retrieves a complete list of every invoice currently stored in your account records for review.

What if I need data that isn't in a standard report? Do I use the query tool? +

Absolutely. If you need to combine multiple metrics or filter by criteria not available in standard reports, use the query tool. You write a specific query language statement to pull exactly what you need.

Does QuickBooks Online MCP handle tax rates? +

Yes. When generating an invoice using create_invoice, you can specify line items and taxes, ensuring the billing record adheres to your required financial structure.

How do I find out what payments are linked to a specific invoice ID? +

You use the MCP's payment tools. You ask for payment details using get_payment and specify the related invoice to cross-reference, giving you a full picture of payment status.

Give Claude and any AI agent real-world access

What AI agents can do with QuickBooks Online: 10 Tools for Accounting Mastery

Profit And Loss

Generates a Profit & Loss report after you specify the start and end dates in YYYY-MM-DD format.

List Invoices

Retrieves a list of all invoices associated with your QuickBooks Online account.

Get Invoice

Pulls the full, detailed information for one specific invoice ID.

Create Invoice

Builds and submits a new invoice record, requiring you to specify the customer and...

Get Customer

Retrieves all specific details for a single existing customer account.

Query

Executes custom QuickBooks query language statements to pull highly specific data sets (e.g., 'SELECT * FROM Invoice WHERE TotalAmt > 100').

Create Customer

Registers a brand new customer account, allowing you to specify their name and optional contact details.

List Customers

Provides a comprehensive list of every customer record in your system.

Get Payment

Retrieves detailed records about received payments, including the amount and linked...

Get Company Info

Pulls general details about your company's settings, such as fiscal year or...

Security and governance baked right in.

Claude AI

Open Claude Settings

Add Custom Connector

Start a conversation

Claude Code

Open your terminal

Add the MCP Server

Start coding

Cursor

One-Click Install (Recommended)

Open Cursor Settings

Add New Server

Use in Composer

Antigravity

Configure Agent Environment

Bind the Endpoint

Execute

VS Code Copilot

One-Click Install (Recommended)

Open MCP Settings

Add Server Config

Windsurf

One-Click Install (Recommended)

Open Windsurf Settings

Add Server Endpoint

LangChain

Install Dependencies

Connect the Server

CrewAI

Define the Tool

Execute Task

Choose How to Get Started

Build Your Own

Make Your AI Do More

The headache of financial reconciliation Solved with Vinkius AI Gateway

Creating a new customer record with QuickBooks Online MCP

accounting

invoicing

financial-reporting

payroll

expense-tracking

What your AI can actually do with this

Here's how it actually works

Who is this actually for?

What Changes When You Connect

Missing Payment Tracking

Client Onboarding

Quarterly Review Prep

Finding Missing Data

The honest tradeoffs

Treating the MCP like a search engine

Over-relying on manual copy/paste

Ignoring custom queries

When It Fits, When It Doesn't

Questions you might have