QuickBooks Online Connector for AI agents.
10 live capabilities
Manage accounting records and pull financial reports through natural conversation.
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Why people use QuickBooks Online
QuickBooks Online Accounting Automation for Small Businesses
This Connector puts all those actions into a single chat interface. You can ask your agent to create a customer or pull a report without ever leaving your current workspace. You get a unified way to manage your books that feels like talking to a human accountant.
What Vinkius changes
You get a conversational interface for your entire accounting backend.
Use it from Claude, ChatGPT, Cursor or another AI client you already have.
One account · 5,900+ Connectors
- Real-world use case 01
Checking quarterly profitability
An owner asks the agent to run a P&L report for Q1.
- Real-world use case 02
Onboarding a new client
A manager tells the agent to add a new customer.
- Real-world use case 03
Verifying unpaid bills
A bookkeeper asks for all outstanding invoices.
Complete set · 10capabilities
The complete QuickBooks Online capability set.
These are the exact actions your AI can choose when you ask it to work with QuickBooks Online.
01—04
4 capabilities in this set.
Part of 10 available through QuickBooks Online.
- 01 Capability
List customers
Browse every customer currently in your QuickBooks account. This gives you a full list of your client base.
- 02 Capability
Get payment
Check the details of a specific payment record. Use this to verify how and when a client paid.
- 03 Capability
Get company info
View high-level details like your fiscal year and subscription. This keeps your account settings handy.
- 04 Capability
Profit and loss
Run a Profit & Loss report for a specific date range. Use this to see your net income over time.
05—07
3 capabilities in this set.
Part of 10 available through QuickBooks Online.
- 05 Capability
List invoices
See a complete list of all invoices in your account. This helps you track what has been billed.
- 06 Capability
Get invoice
Pull the specific details for a single invoice. Use this to check specific line items or totals.
- 07 Capability
Create invoice
Generate a new invoice with specific line items and taxes. This automates your billing process.
08—10
3 capabilities in this set.
Part of 10 available through QuickBooks Online.
- 08 Capability
Get customer
View the profile and contact info for a specific customer. It helps you find client details quickly.
- 09 Capability
Query
Run custom QuickBooks query language statements for specific data. Use this for advanced filtering.
- 10 Capability
Create customer
Add a new customer to your system with a name and contact info. This removes the need for manual entry.
Set up in minutes
One URL. Then ask QuickBooks Online to work.
Claude and ChatGPT only need the Connector URL. Copy it once, add it in settings, and use QuickBooks Online from the conversation.
Choose your client
Live previewAdvanced clients IDE · CLI
Claude · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_VFVvoZ2OXcrTVKwKgQb3qVACT2JSVXlVM1bvs3RT/mcp - Step 01
Open Connectors
In Claude Web or Claude Desktop, open Settings and choose Connectors.
- Step 02
Add the URL
Choose Add custom connector, name it QuickBooks Online, and paste the URL above.
- Step 03
Turn it on in chat
Select +, open Connectors, and enable QuickBooks Online for the conversation.
ChatGPT · Web + desktop
Connector URL · ready to paste
Streamable HTTPhttps://edge.vinkius.com/vk_preview_VFVvoZ2OXcrTVKwKgQb3qVACT2JSVXlVM1bvs3RT/mcp - Step 01
Open MCP settings
On desktop, open Settings and MCP servers. On web, open your workspace app or connector settings.
- Step 02
Add the URL
Choose Add server with Streamable HTTP, or create a custom MCP app, then paste the QuickBooks Online URL.
- Step 03
Save and start
Save the connection and enable QuickBooks Online in your conversation. Desktop may ask you to restart once.
Cursor · IDE configuration
Advanced setup
{
"mcpServers": {
"quickbooks-online": {
"url": "https://edge.vinkius.com/vk_preview_VFVvoZ2OXcrTVKwKgQb3qVACT2JSVXlVM1bvs3RT/mcp"
}
}
} - Step 01
Open MCP Settings
Press Cmd+Shift+P (macOS) or Ctrl+Shift+P (Windows/Linux) → search "MCP Settings"
- Step 02
Add the server config
Paste the JSON configuration above into the mcp.json file that opens
- Step 03
Save the file
Cursor will automatically detect the new Connector
- Step 04
Start using QuickBooks Online
Open Agent mode in chat and ask: "Using QuickBooks Online, help me...". 10 tools available
VS Code Copilot · IDE configuration
Advanced setup
{
"mcpServers": {
"quickbooks-online": {
"url": "https://edge.vinkius.com/vk_preview_VFVvoZ2OXcrTVKwKgQb3qVACT2JSVXlVM1bvs3RT/mcp"
}
}
} - Step 01
Create MCP config
Create a .vscode/mcp.json file in your project root
- Step 02
Add the server config
Paste the JSON configuration above
- Step 03
Enable Agent mode
Open GitHub Copilot Chat and switch to Agent mode using the dropdown
- Step 04
Start using QuickBooks Online
Ask Copilot: "Using QuickBooks Online, help me...". 10 tools available
Windsurf · IDE configuration
Advanced setup
{
"mcpServers": {
"quickbooks-online": {
"url": "https://edge.vinkius.com/vk_preview_VFVvoZ2OXcrTVKwKgQb3qVACT2JSVXlVM1bvs3RT/mcp"
}
}
} - Step 01
Open MCP Settings
Go to Settings → MCP Configuration or press Cmd+Shift+P and search "MCP"
- Step 02
Add the server
Paste the JSON configuration above into mcp_config.json
- Step 03
Save and reload
Windsurf will detect the new server automatically
- Step 04
Start using QuickBooks Online
Open Cascade and ask: "Using QuickBooks Online, help me...". 10 tools available
Cline · IDE configuration
Advanced setup
{
"mcpServers": {
"quickbooks-online": {
"url": "https://edge.vinkius.com/vk_preview_VFVvoZ2OXcrTVKwKgQb3qVACT2JSVXlVM1bvs3RT/mcp"
}
}
} - Step 01
Open Cline MCP Settings
Click the Connectors icon in the Cline sidebar panel
- Step 02
Add remote server
Click "Add Connector" and paste the configuration above
- Step 03
Enable the server
Toggle the server switch to ON
- Step 04
Start using QuickBooks Online
Ask Cline: "Using QuickBooks Online, help me...". 10 tools available
Claude Code · Terminal command
Advanced setup
claude mcp add quickbooks-online --transport http "https://edge.vinkius.com/vk_preview_VFVvoZ2OXcrTVKwKgQb3qVACT2JSVXlVM1bvs3RT/mcp" - Step 01
Install Claude Code
Run npm install -g @anthropic-ai/claude-code if not already installed
- Step 02
Add the Connector
Run the command above in your terminal
- Step 03
Verify the connection
Run claude mcp to list connected servers, or type /mcp inside a session
- Step 04
Start using QuickBooks Online
Ask Claude: "Using QuickBooks Online, show me...". 10 tools are ready
Where the request belongs
Work QuickBooks Online can move forward.
Small business owners who are drowning in paperwork and bookkeepers who need to pull data faster without manual clicking.
Small Business Owner
Handles daily sales and needs to see cash flow without opening a complex dashboard.
Freelance Accountant
Manages multiple clients and needs to pull reports for different companies instantly.
Office Manager
Creates new customer profiles and sends out invoices regularly.
Build the capability set
Add more capabilities.
Each Connector adds new actions and data without changing how you work.
Browse ConnectorsSage Accounting
Automate business finances via Sage Accounting. manage invoices, banking, and contacts directly from any AI agent.
MYOB
Automate accounting and sales management via MYOB. list GL accounts, journal transactions, invoices, and customer payments directly from any AI agent.
Altoviz
Business management and invoicing. manage customers, invoices, and expenses via AI.
Dext
Equip your AI agent to manage receipts, track invoices, and monitor accounting data via the Dext API.
Zoho Books
Manage invoices, estimates, and contacts via the Zoho Books API.
Alegra
Business management and e-invoicing. manage invoices, inventory, and contacts via AI.
Bring your own AI
Change the model, client or framework. Keep QuickBooks Online connected.
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Claude -
ChatGPT -
Gemini -
Cursor -
VS Code -
Windsurf -
ZCode -
Cline -
Zed -
Continue -
Kiro -
Roo Code -
Zencoder -
Goose -
Void -
Augment Code -
Amp -
Qodo -
Tabnine -
Pieces -
Sourcegraph Cody -
JetBrains -
Warp -
Amazon Q -
Antigravity -
BoltAI -
Raycast -
Jan -
LM Studio -
AnythingLLM -
Open WebUI -
Msty -
Cherry Studio -
LibreChat -
TypingMind -
Chorus -
5ire -
n8n -
LangChain -
LlamaIndex -
CrewAI -
Vercel AI SDK
Before you connect
Questions about QuickBooks Online.
The practical details behind the request, access and result.
Can I use QuickBooks Online MCP to see my profit and loss?
Yes, you can ask your agent to pull a Profit & Loss report for any specific date range. It will return a summary of your revenue, costs, and net income in a clear table.
How do I create new customers using the QuickBooks Online MCP?
Just tell your agent who the new customer is and provide their contact info. The Connector will automatically create the record in your QuickBooks account for you.
Can this Connector help me manage my invoices?
Absolutely. You can list all your current invoices, pull the details of a specific bill, or have your agent create a new invoice with specific line items.
Is the QuickBooks Online MCP good for small business owners?
It is ideal for small business owners who want to see their financial status quickly without navigating a complex accounting dashboard. It turns your data into a conversation.
Can I run custom queries on my accounting data with this Connector?
Yes, the Connector supports QuickBooks query language. Your agent can use this to find very specific data points that might be hard to filter for manually.
Does the QuickBooks Online MCP support creating new invoices?
Yes, you can describe the items and taxes to your agent, and it will use the Connector to generate a new invoice in your QuickBooks account.
Can I run Profit & Loss reports?
Yes! Use the profit_and_loss capability with start and end dates in YYYY-MM-DD format.
How do I create an invoice?
Use create_invoice with a JSON payload containing the CustomerRef and Line items.
Can I run custom queries?
Yes! The query capability accepts any QuickBooks query. Example: SELECT * FROM Invoice WHERE TotalAmt > 500.
One connection away
Give your agent a direct line to QuickBooks Online.
Connect QuickBooks Online once. Keep it beside 5,900+ managed Connectors when the next task needs more.
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