Plug Claude into your QuickBooks Online account.

What you'll be able to do

Most accounting questions are slow because the answer is buried in QuickBooks' UI under a report you have to remember to run. With a read-only MCP server wired into Claude, you'll be able to ask things like:

• "Show me every vendor whose bill total this month is up vs last."
• "Pull the open A/R aging into a markdown table."
• "What's the trial balance delta between the last two months?"
• "Find any invoices over $5,000 that have been outstanding more than 60 days."

No custom report. No spreadsheet export. Just a conversation.

Planned tool surface

The v0.1 surface (subject to change as it lands):

• qbo_search_vendors — by name, status, with paging
• qbo_get_vendor — full vendor detail by ID
• qbo_search_bills — date range, vendor, paid/unpaid filter
• qbo_get_bill — full bill with line items + account splits
• qbo_search_customers — by name, balance, status
• qbo_search_invoices — date range, customer, paid/open
• qbo_list_accounts — full chart of accounts
• qbo_get_trial_balance — for any date range

Same JSON envelope as the rest of the MCP server family. OAuth handled via the proven scaffold from the methodology pack — auto-refresh on expiry, encrypted tokens at rest, kill-switch endpoint.

Who this is for

This MCP server is for you if:

• You run QuickBooks Online and use Claude or another MCP-aware AI client for daily work.
• You'd rather ask "what's the A/R aging look like" than dig through Reports → Customers & Receivables → A/R Aging Detail every time.
• You're already a fan of the SellerCloud or Walmart MCP servers and want the same shape for your books.