Quickbooks MCP
未认领MCP server for QuickBooks Online - query, create, and edit accounting data with Claude
01 / 选择客户端
03 / 添加配置
claude mcp add --transport stdio 'laf-rge-quickbooks-mcp' -- 'npx' '-y' 'quickbooks-mcp'04 / 在客户端中确认
打开客户端的 MCP 设置，确认服务器已连接并列出工具。复制配置不代表连接成功。
更多Finance服务器
浏览完整目录安全概况
已认领和已认证的服务器每周接受一次静态扫描，显示代码能触及的范围（外部服务、环境变量、shell 命令、代理配置目录）以及带有已知公告的依赖。认领此列表即可获得。 安全概况的工作原理
39 个工具中显示 39 个
文档中列出的工具 (39)
内容来自项目文档。服务器握手不会验证每个工具的说明或行为。
account_period_summary
Period summary for an account (opening/closing balance, debits, credits, count)
create_bill
Create a vendor bill (lines take customername)
create_bill_payment
Pay bills and apply vendor credits (the QBO "check" / pay-bills flow)
create_deposit
Create a bank deposit (lines take entityname/entitytype)
create_expense
Create an expense (Cash, Check, or Credit Card; payee may be a vendor, customer, or employee)
create_invoice
Create an invoice with item lines (customer required)
create_journal_entry
Create a journal entry (validates debits = credits; lines take entityname/entitytype)
create_sales_receipt
Create a sales receipt with item lines
create_transfer
Move money between two of the company's own accounts (bank↔bank, credit-card paydown)
create_vendor_credit
Create a vendor credit (lines take customername)
delete_entity
Delete any transaction (journal entry, bill, invoice, deposit, sales receipt, expense, vendor credit, bill payment)
edit_bill
Modify an existing bill
edit_deposit
Modify an existing deposit (lines take entityname/entitytype)
edit_expense
Modify an existing expense
edit_invoice
Modify an existing invoice
edit_journal_entry
Modify an existing journal entry
edit_sales_receipt
Modify an existing sales receipt
edit_vendor_credit
Modify an existing vendor credit
get_balance_sheet
Balance Sheet report
get_bill
Fetch a bill by ID
get_bill_payment
Fetch a bill payment by ID; flags unapplied amounts
get_company_info
Get connected company information
get_deposit
Fetch a deposit by ID
get_expense
Fetch an expense by ID
get_invoice
Fetch an invoice by ID
get_journal_entry
Fetch a journal entry by ID
get_profit_loss
Profit & Loss report (by month, department, class, etc.)
get_report
Any of 24 other QuickBooks reports — A/R and A/P aging, customer and vendor balances, transaction lists, general ledger, journal, sales by customer/item/class/department, cash flow, and the detail variants
get_sales_receipt
Fetch a sales receipt by ID
get_trial_balance
Trial Balance report (flags: true adds a close-review pass for wrong-side and uncategorized/suspense balances)
get_vendor_credit
Fetch a vendor credit by ID
list_accounts
List chart of accounts with filtering
name
one and it is set or replaced;
omit
the parameter and a line addressed by lineid keeps the entity it
qbo_authenticate
Set up OAuth credentials (local mode only)
query
Run SQL-like queries against any QuickBooks entity
query_account_transactions
All transactions affecting a specific account (13 posting entity types, paginated, optional sub-account rollup; see docs/entity-coverage.md for limits)
receive_payment
Record a customer payment against open invoices (A/R counterpart to createbillpayment); each line defaults to the invoice's open balance
SyncToken
meaning the payload matched what was already stored — the edit