Quickbooks MCP for AI Agents

Securely connect your AI agents and chatbots (Claude, ChatGPT, Cursor, etc) with Quickbooks MCP or direct API to generate invoices, track expenses, fetch transactions, and manage customers through natural language.

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Quickbooks is cloud-based accounting software for managing your business finances. It helps you track income, expenses, and gain insights to streamline your workflow.

105 Tools

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Type what you want done — sign in and watch it run live in the Tool Router playground.

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Quickbooks
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TOOLS

Supported Tools

Every Quickbooks action and event your agent gets out of the box.

Capture Charge

Tool to capture funds for an existing charge that was authorized but not captured.

Create Account

Create a new account in QuickBooks with the given parameters.

Create Bank Account

Create a new bank account on file for a customer in QuickBooks Payments API.

Create Bill

Create a new bill in QuickBooks Online.

Create Bill Payment

Create a bill payment in QuickBooks to record payment against one or more bills.

Create Class

Create a new class in QuickBooks Online.

Create Credit Memo

Tool to create a new credit memo in QuickBooks Online.

Create Customer

Create a new customer in QuickBooks with the given parameters.

Create Deposit

Creates a new deposit in QuickBooks Online.

Create eCheck Payment

Tool to create an eCheck payment using ACH bank transfer in QuickBooks Payments API.

Create Employee

Create a new employee in QuickBooks.

Create Estimate

Creates a new estimate in QuickBooks Online.

Create Invoice

Creates a new invoice in QuickBooks for a customer.

Create Item

Create a new item in QuickBooks Online.

Create Journal Entry

Tool to create a new journal entry in QuickBooks Online.

Create Payment

Creates a payment record in QuickBooks Online.

Create Purchase

Tool to create a new purchase transaction in QuickBooks Online.

Create Purchase Order

Create a new purchase order in QuickBooks.

Create Refund Receipt

Tool to create a new refund receipt in QuickBooks Online.

Create Sales Receipt

Tool to create a new sales receipt in QuickBooks Online.

Create Tax Agency

Create a new tax agency in QuickBooks Online.

Create Tax Code via TaxService

Create a new tax code with associated tax rates using the TaxService endpoint.

Create Time Activity

Create a new time activity record in QuickBooks Online.

Create Vendor

Create a new vendor in QuickBooks with the given details.

Create Vendor Credit

Tool to create a new vendor credit in QuickBooks Online.

Customer Balance Detail

Generate a balance detail report for a customer in QuickBooks with the given customer ID.

Customer Balance Report

Generate a customer balance report in QuickBooks showing outstanding balances for customers.

Delete Bank Account

Tool to delete a bank account on file for a customer in QuickBooks Payments API.

Execute Batch Operation

Execute multiple QuickBooks operations in a single request.

Aged Receivables Report

Generate an aged receivables report showing outstanding customer balances by age.

Get Attachable

Tool to read details of a specific attachable by ID in QuickBooks Online.

Get Balance Sheet Report

Generate a Balance Sheet report showing company assets, liabilities, and equity at a point in time.

Get Bank Account

Tool to retrieve a specific bank account by ID from QuickBooks Payments API.

Get Bill

Tool to fetch a QuickBooks bill by ID.

Get Bill Payment

Tool to retrieve details of a specific bill payment by ID in QuickBooks Online.

Get Changed Entities

Tool to retrieve entities that changed since a specified timestamp using QuickBooks Change Data Capture (CDC) API.

Get Company Info

Tool to read company information from QuickBooks Online.

Get Credit Memo

Tool to fetch a QuickBooks credit memo by ID.

Get Credit Memo PDF

Tool to download a QuickBooks credit memo as a PDF file.

Get Department

Read details of a specific department by ID in QuickBooks Online.

Get Deposit

Tool to read details of a specific deposit by ID in QuickBooks Online.

Get Estimate

Tool to fetch a QuickBooks estimate by ID.

Get Estimate PDF

Tool to download a QuickBooks estimate as a PDF file.

Get Exchange Rate

Tool to get exchange rate for a specific currency code and date in QuickBooks Online.

Get General Ledger Report

Generate a General Ledger report showing all transactions with debits, credits, and running balances.

Get Inventory Valuation Summary

Generate an Inventory Valuation Summary report showing inventory quantities and their current values.

Get Invoice PDF

Tool to download a QuickBooks invoice as a PDF file.

Get Item

Tool to retrieve a specific item by its ID from QuickBooks Online.

Get Journal Entry

Tool to read details of a specific QuickBooks journal entry by ID.

Get Payment

Tool to fetch details of a specific payment by ID in QuickBooks Online.

Get Payment Method

Read details of a specific payment method by ID in QuickBooks Online.

Get Payment PDF

Tool to download a QuickBooks payment record as a PDF file.

Get Company Preferences

Tool to read company preferences that control application behavior in QuickBooks Online.

Get Profit and Loss Detail Report

Generate a detailed Profit and Loss report showing company income and expenses with transaction-level details.

Get Profit and Loss Report

Generate a Profit and Loss report showing company income and expenses over a period.

Get Purchase

Tool to fetch details of a specific purchase by ID in QuickBooks Online.

Get Purchase Order

Tool to fetch a QuickBooks purchase order by ID.

Get Purchase Order PDF

Tool to download a QuickBooks purchase order as a PDF file.

Get Refund Receipt

Tool to fetch a QuickBooks refund receipt by ID.

Get Refund Receipt PDF

Tool to download a QuickBooks refund receipt as a PDF file.

Get Report - Account List

Retrieve the AccountList report from QuickBooks showing a list of all accounts.

Get Report - Aged Payable Detail

Generate an aged payable detail report showing aging detail for accounts payable.

Get Report - Aged Payables

Retrieve an Aged Payables aging summary report from QuickBooks showing outstanding vendor balances grouped by age.

Get Report - Aged Receivable Detail

Generate an aged receivable detail report showing aging detail for accounts receivable.

Get Report - Cash Flow

Generate a cash flow report in QuickBooks showing cash inflows and outflows categorized by operating, investing, and financing activities.

Get Report - Class Sales

Generate a ClassSales report in QuickBooks showing sales amounts grouped by class.

Get Report - Customer Income

Generate a customer income report in QuickBooks showing revenue by customer.

Get Report - Customer Sales

Generate a customer sales report in QuickBooks showing sales transactions and totals for customers.

Get Report - Department Sales

Generate a department sales report in QuickBooks showing sales data broken down by department.

Get Report - Item Sales

Generate an ItemSales report showing sales data for products and services.

Get Reports

Retrieve QuickBooks reports such as TransactionList, BalanceSheet, ProfitAndLoss, and others.

Get Report - Trial Balance

Generate a Trial Balance report showing account debits, credits, and balances for a specified period.

Get Sales Receipt

Tool to fetch a QuickBooks sales receipt by ID.

Get Sales Receipt PDF

Tool to download a QuickBooks sales receipt as a PDF file.

Get Tax Rate

Tool to read details of a specific tax rate by ID in QuickBooks Online.

Get Term

Read details of a specific payment term by ID in QuickBooks Online.

Get Time Activity

Tool to read details of a specific time activity by ID in QuickBooks Online.

Get Transaction List Report

Get the Transaction List report showing all transactions in the company.

Get Transfer

Tool to fetch a QuickBooks transfer by ID.

Get Vendor Credit

Tool to fetch a QuickBooks vendor credit by ID.

Get Vendor Expenses Report

Retrieve a vendor expenses report from QuickBooks showing expense transactions by vendor.

List Cards

Tool to retrieve all payment cards on file for a customer in QuickBooks Payments API.

List Departments

Query Department entities in QuickBooks using SQL-like syntax.

List Invoices

Tool to list invoices via QuickBooks Query endpoint.

Query Account Entities

Query Account entities in QuickBooks using SQL-like syntax.

Query Attachable Entities

Query Attachable entities in QuickBooks using SQL-like syntax.

Query QuickBooks Entities

Execute SQL-like queries on QuickBooks Online entities.

Read Account

Read an account in QuickBooks with the given account ID.

Read Class

Read details of a specific class by ID in QuickBooks Online.

Read Customer

Read a customer in QuickBooks with the given customer ID.

Read Employee

Read an employee's details in QuickBooks with the given employee ID.

Read Invoice

Tool to fetch a QuickBooks invoice by ID or the most recent if no ID provided.

Read Vendor

Read a vendor in QuickBooks with the given vendor ID.

Send Credit Memo

Tool to send a credit memo to a specified email address.

Update Attachable

Tool to update an existing attachable in QuickBooks Online.

Update Company Info

Tool to update company information in QuickBooks Online.

Update Department

Tool to update an existing department in QuickBooks Online.

Update Full Invoice

Tool to fully replace an Invoice.

Update Payment Method

Tool to update an existing payment method in QuickBooks Online.

Update Preferences

Update company preferences in QuickBooks Online.

Update Sparse Invoice

Tool to perform a sparse update of an existing invoice.

Update Term

Tool to update an existing payment term in QuickBooks Online.

Update Transfer

Tool to update an existing transfer in QuickBooks Online.

Vendor Balance Detail

Generate a balance detail report for a vendor in QuickBooks with the given vendor ID.

Vendor Balance Report

Retrieve a vendor balance report from QuickBooks showing outstanding balances for vendors.

SETUP GUIDE

Connect Quickbooks MCP Tool with your Agent

1

Install Composio

typescript
npm install @composio/core ai @ai-sdk/openai @ai-sdk/mcp
Install the Composio SDK and Claude Agent SDK
2

Create Tool Router Session

typescript
import { Composio } from '@composio/core';

const composio = new Composio({ apiKey: 'your-api-key' });

console.log("Creating Tool Router session...");
const { mcp } = await composio.create('your-user-id');
console.log(`Tool Router session created: ${mcp.url}`);
Initialize the Composio client and create a Tool Router session
3

Connect to AI Agent

typescript
import { openai } from '@ai-sdk/openai';
import { experimental_createMCPClient as createMCPClient } from '@ai-sdk/mcp';
import { generateText, stepCountIs } from 'ai';

const client = await createMCPClient({
  transport: {
    type: 'http',
    url: mcp.url,
    headers: { 'x-api-key': 'your-composio-api-key' }
  }
});

const tools = await client.tools();

const { text } = await generateText({
  model: openai('gpt-4o'),
  tools,
  messages: [{ role: 'user', content: 'Generate a customer balance report for customer ID 12345' }],
  stopWhen: stepCountIs( 5 )
});

console.log(`Agent: ${text}`);
Use the MCP server with your AI agent
SETUP GUIDE

Connect Quickbooks API Tool with your Agent

1

Install Composio

typescript
npm install @composio/openai
Install the Composio SDK
2

Initialize Composio and Create Tool Router Session

typescript
import OpenAI from 'openai';
import { Composio } from '@composio/core';
import { OpenAIResponsesProvider } from '@composio/openai';

const composio = new Composio({
  provider: new OpenAIResponsesProvider(),
});
const openai = new OpenAI({});
const session = await composio.create('your-user-id');
Import and initialize Composio client, then create a Tool Router session
3

Execute Quickbooks Tools via Tool Router with Your Agent

typescript
const tools = session.tools;
const response = await openai.responses.create({
  model: 'gpt-4.1',
  tools: tools,
  input: [{
    role: 'user',
    content: 'Generate a balance detail report for customer ID 12345'
  }],
});
const result = await composio.provider.handleToolCalls(
  'your-user-id',
  response.output
);
console.log(result);
Get tools from Tool Router session and execute Quickbooks actions with your Agent

Why Use Composio?

AI Native Quickbooks Integration

  • Supports both Quickbooks MCP and direct API based integrations
  • Structured, LLM-friendly schemas for reliable tool execution
  • Rich coverage for reading, writing, and querying your Quickbooks data

Managed Auth

  • Built-in OAuth handling with automatic token refresh and rotation
  • Central place to manage, scope, and revoke Quickbooks access
  • Per user and per environment credentials instead of hard-coded keys

Agent Optimized Design

  • Tools are tuned using real error and success rates to improve reliability over time
  • Comprehensive execution logs so you always know what ran, when, and on whose behalf

Enterprise Grade Security

  • Fine-grained RBAC so you control which agents and users can access Quickbooks
  • Scoped, least privilege access to Quickbooks resources
  • Full audit trail of agent actions to support review and compliance
FAQ

Frequently asked questions

No, you can get started immediately using Composio's built-in Quickbooks app. For production, we recommend configuring your own OAuth credentials.

Yes! Composio's Tool Router enables agents to use multiple toolkits. Learn more.

Composio is SOC 2 and ISO 27001 compliant with all data encrypted in transit and at rest. Learn more.

Composio maintains and updates all toolkit integrations automatically, so your agents always work with the latest API versions.

Start with Quickbooks.It takes 30 seconds.

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