How to integrate Quickbooks MCP with Pydantic AI

This guide walks you through connecting Quickbooks to Pydantic AI using the Composio tool router. By the end, you'll have a working Quickbooks agent that can add a new customer with contact details, generate a balance report for customer abc, create a vendor for monthly office supplies through natural language commands. This guide will help you understand how to give your Pydantic AI agent real control over a Quickbooks account through Composio's Quickbooks MCP server. Before we dive in, let's take a quick look at the key ideas and tools involved.

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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

Introduction

This guide walks you through connecting Quickbooks to Pydantic AI using the Composio tool router. By the end, you'll have a working Quickbooks agent that can add a new customer with contact details, generate a balance report for customer abc, create a vendor for monthly office supplies through natural language commands.

This guide will help you understand how to give your Pydantic AI agent real control over a Quickbooks account through Composio's Quickbooks MCP server.

Before we dive in, let's take a quick look at the key ideas and tools involved.

Also integrate Quickbooks with

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TL;DR

Here's what you'll learn:
  • How to set up your Composio API key and User ID
  • How to create a Composio Tool Router session for Quickbooks
  • How to attach an MCP Server to a Pydantic AI agent
  • How to stream responses and maintain chat history
  • How to build a simple REPL-style chat interface to test your Quickbooks workflows

What is Pydantic AI?

Pydantic AI is a Python framework for building AI agents with strong typing and validation. It leverages Pydantic's data validation capabilities to create robust, type-safe AI applications.

Key features include:

  • Type Safety: Built on Pydantic for automatic data validation
  • MCP Support: Native support for Model Context Protocol servers
  • Streaming: Built-in support for streaming responses
  • Async First: Designed for async/await patterns

What is the Quickbooks MCP server, and what's possible with it?

The Quickbooks MCP server is an implementation of the Model Context Protocol that connects your AI agent and assistants like Claude, Cursor, etc directly to your Quickbooks account. It provides structured and secure access to your accounting data, so your agent can perform actions like managing customers, generating balance reports, creating accounts, and retrieving employee details on your behalf.

  • Customer and vendor management: Quickly create new customers or vendors, or retrieve detailed information about existing ones to streamline your business relationships.
  • Automated account creation and queries: Direct your agent to set up new financial accounts or query existing ones for up-to-date balances and account information.
  • Employee records and management: Seamlessly add new employees or pull employee details to keep your Quickbooks records accurate and current.
  • Financial reporting and insights: Generate customer balance reports or detailed balance breakdowns, giving you instant access to critical financial insights with just a prompt.

What is the Composio tool router, and how does it fit here?

What is Composio SDK?

Composio's Composio SDK helps agents find the right tools for a task at runtime. You can plug in multiple toolkits (like Gmail, HubSpot, and GitHub), and the agent will identify the relevant app and action to complete multi-step workflows. This can reduce token usage and improve the reliability of tool calls. Read more here: Getting started with Composio SDK

The tool router generates a secure MCP URL that your agents can access to perform actions.

How the Composio SDK works

The Composio SDK follows a three-phase workflow:

  1. Discovery: Searches for tools matching your task and returns relevant toolkits with their details.
  2. Authentication: Checks for active connections. If missing, creates an auth config and returns a connection URL via Auth Link.
  3. Execution: Executes the action using the authenticated connection.

Step-by-step Guide

Step by step09 STEPS
1

Prerequisites

Before starting, make sure you have:
  • Python 3.9 or higher
  • A Composio account with an active API key
  • Basic familiarity with Python and async programming
2

Getting API Keys for OpenAI and Composio

OpenAI API Key
  • Go to the OpenAI dashboard and create an API key. You'll need credits to use the models, or you can connect to another model provider.
  • Keep the API key safe.
Composio API Key
  • Log in to the Composio dashboard.
  • Navigate to your API settings and generate a new API key.
  • Store this key securely as you'll need it for authentication.
3

Install dependencies

bash
pip install composio pydantic-ai python-dotenv

Install the required libraries.

What's happening:

  • composio connects your agent to external SaaS tools like Quickbooks
  • pydantic-ai lets you create structured AI agents with tool support
  • python-dotenv loads your environment variables securely from a .env file
4

Set up environment variables

bash
COMPOSIO_API_KEY=your_composio_api_key_here
USER_ID=your_user_id_here
OPENAI_API_KEY=your_openai_api_key

Create a .env file in your project root.

What's happening:

  • COMPOSIO_API_KEY authenticates your agent to Composio's API
  • USER_ID associates your session with your account for secure tool access
  • OPENAI_API_KEY to access OpenAI LLMs
5

Import dependencies

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()
What's happening:
  • We load environment variables and import required modules
  • Composio manages connections to Quickbooks
  • MCPServerStreamableHTTP connects to the Quickbooks MCP server endpoint
  • Agent from Pydantic AI lets you define and run the AI assistant
6

Create a Tool Router Session

python
async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Quickbooks
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["quickbooks"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")
What's happening:
  • We're creating a Tool Router session that gives your agent access to Quickbooks tools
  • The create method takes the user ID and specifies which toolkits should be available
  • The returned session.mcp.url is the MCP server URL that your agent will use
7

Initialize the Pydantic AI Agent

python
# Attach the MCP server to a Pydantic AI Agent
quickbooks_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
agent = Agent(
    "openai:gpt-5",
    toolsets=[quickbooks_mcp],
    instructions=(
        "You are a Quickbooks assistant. Use Quickbooks tools to help users "
        "with their requests. Ask clarifying questions when needed."
    ),
)
What's happening:
  • The MCP client connects to the Quickbooks endpoint
  • The agent uses GPT-5 to interpret user commands and perform Quickbooks operations
  • The instructions field defines the agent's role and behavior
8

Build the chat interface

python
# Simple REPL with message history
history = []
print("Chat started! Type 'exit' or 'quit' to end.\n")
print("Try asking the agent to help you with Quickbooks.\n")

while True:
    user_input = input("You: ").strip()
    if user_input.lower() in {"exit", "quit", "bye"}:
        print("\nGoodbye!")
        break
    if not user_input:
        continue

    print("\nAgent is thinking...\n", flush=True)

    async with agent.run_stream(user_input, message_history=history) as stream_result:
        collected_text = ""
        async for chunk in stream_result.stream_output():
            text_piece = None
            if isinstance(chunk, str):
                text_piece = chunk
            elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                text_piece = chunk.delta
            elif hasattr(chunk, "text"):
                text_piece = chunk.text
            if text_piece:
                collected_text += text_piece
        result = stream_result

    print(f"Agent: {collected_text}\n")
    history = result.all_messages()
What's happening:
  • The agent reads input from the terminal and streams its response
  • Quickbooks API calls happen automatically under the hood
  • The model keeps conversation history to maintain context across turns
9

Run the application

python
if __name__ == "__main__":
    asyncio.run(main())
What's happening:
  • The asyncio loop launches the agent and keeps it running until you exit

Complete Code

Here's the complete code to get you started with Quickbooks and Pydantic AI:

python
import asyncio
import os
from dotenv import load_dotenv
from composio import Composio
from pydantic_ai import Agent
from pydantic_ai.mcp import MCPServerStreamableHTTP

load_dotenv()

async def main():
    api_key = os.getenv("COMPOSIO_API_KEY")
    user_id = os.getenv("USER_ID")
    if not api_key or not user_id:
        raise RuntimeError("Set COMPOSIO_API_KEY and USER_ID in your environment")

    # Create a Composio Tool Router session for Quickbooks
    composio = Composio(api_key=api_key)
    session = composio.create(
        user_id=user_id,
        toolkits=["quickbooks"],
    )
    url = session.mcp.url
    if not url:
        raise ValueError("Composio session did not return an MCP URL")

    # Attach the MCP server to a Pydantic AI Agent
    quickbooks_mcp = MCPServerStreamableHTTP(url, headers={"x-api-key": COMPOSIO_API_KEY})
    agent = Agent(
        "openai:gpt-5",
        toolsets=[quickbooks_mcp],
        instructions=(
            "You are a Quickbooks assistant. Use Quickbooks tools to help users "
            "with their requests. Ask clarifying questions when needed."
        ),
    )

    # Simple REPL with message history
    history = []
    print("Chat started! Type 'exit' or 'quit' to end.\n")
    print("Try asking the agent to help you with Quickbooks.\n")

    while True:
        user_input = input("You: ").strip()
        if user_input.lower() in {"exit", "quit", "bye"}:
            print("\nGoodbye!")
            break
        if not user_input:
            continue

        print("\nAgent is thinking...\n", flush=True)

        async with agent.run_stream(user_input, message_history=history) as stream_result:
            collected_text = ""
            async for chunk in stream_result.stream_output():
                text_piece = None
                if isinstance(chunk, str):
                    text_piece = chunk
                elif hasattr(chunk, "delta") and isinstance(chunk.delta, str):
                    text_piece = chunk.delta
                elif hasattr(chunk, "text"):
                    text_piece = chunk.text
                if text_piece:
                    collected_text += text_piece
            result = stream_result

        print(f"Agent: {collected_text}\n")
        history = result.all_messages()

if __name__ == "__main__":
    asyncio.run(main())

Conclusion

You've built a Pydantic AI agent that can interact with Quickbooks through Composio's Tool Router. With this setup, your agent can perform real Quickbooks actions through natural language. You can extend this further by:
  • Adding other toolkits like Gmail, HubSpot, or Salesforce
  • Building a web-based chat interface around this agent
  • Using multiple MCP endpoints to enable cross-app workflows (for example, Gmail + Quickbooks for workflow automation)
This architecture makes your AI agent "agent-native", able to securely use APIs in a unified, composable way without custom integrations.
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.

FRAMEWORKS

How to build Quickbooks MCP Agent with another framework

ChatGPT logo

ChatGPT

Use Quickbooks MCP with ChatGPT

OpenAI Agents SDK logo

OpenAI Agents SDK

Use Quickbooks MCP with OpenAI Agents SDK

Claude Agent SDK logo

Claude Agent SDK

Use Quickbooks MCP with Claude Agent SDK

Claude Code logo

Claude Code

Use Quickbooks MCP with Claude Code

Claude Cowork logo

Claude Cowork

Use Quickbooks MCP with Claude Cowork

Codex logo

Codex

Use Quickbooks MCP with Codex

Cursor logo

Cursor

Use Quickbooks MCP with Cursor

OpenClaw logo

OpenClaw

Use Quickbooks MCP with OpenClaw

Hermes logo

Hermes

Use Quickbooks MCP with Hermes

CLI logo

CLI

Use Quickbooks MCP with CLI

Google ADK logo

Google ADK

Use Quickbooks MCP with Google ADK

LangChain logo

LangChain

Use Quickbooks MCP with LangChain

Vercel AI SDK logo

Vercel AI SDK

Use Quickbooks MCP with Vercel AI SDK

Mastra AI logo

Mastra AI

Use Quickbooks MCP with Mastra AI

LlamaIndex logo

LlamaIndex

Use Quickbooks MCP with LlamaIndex

CrewAI logo

CrewAI

Use Quickbooks MCP with CrewAI

OpenCode logo

OpenCode

Use Quickbooks MCP with OpenCode

VS Code logo

VS Code

Use Quickbooks MCP with VS Code

FAQ

Frequently asked questions

With a standalone Quickbooks MCP server, the agents and LLMs can only access a fixed set of Quickbooks tools tied to that server. However, with the Composio Tool Router, agents can dynamically load tools from Quickbooks and many other apps based on the task at hand, all through a single MCP endpoint.

Yes, you can. Pydantic AI fully supports MCP integration. You get structured tool calling, message history handling, and model orchestration while Tool Router takes care of discovering and serving the right Quickbooks tools.

Yes, absolutely. You can configure which Quickbooks scopes and actions are allowed when connecting your account to Composio. You can also bring your own OAuth credentials or API configuration so you keep full control over what the agent can do.

All sensitive data such as tokens, keys, and configuration is fully encrypted at rest and in transit. Composio is SOC 2 Type 2 compliant and follows strict security practices so your Quickbooks data and credentials are handled as safely as possible.

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Karan skipped his own birthday party to fix our critical issue. It was 10pm and he diverted his Waymo to help us instead. This really sets the bar — it shows the commitment you need when users rely on your software.

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Co-founder, Slashy

A lot of students tell us that the moment their connected tools start talking to each other inside Opennote feels almost magical. The agent just knows them, and it's immensely helped keep new users on the platform.

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Abhi Arya
Co-founder, Opennote

We chose Composio over Pipedream because it delivered depth where it mattered — niche tools and tricky edge cases other platforms simply ignored. That gave us confidence to scale without compromising.

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CEO, Zams

As a solo builder, shipping fast is life or death. The only way I can outcompete incumbents is by outmanoeuvring them. Getting bogged down managing agent auth would have been a death sentence.

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Founder, Extra Thursday

Before Composio, adding tool integrations was slow and resource-intensive. Each one could take weeks of engineering time, and maintaining them meant constantly keeping up with API changes.

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