QBOMCP

vespo92/QBOMCP

3.2

If you are the rightful owner of QBOMCP and would like to certify it and/or have it hosted online, please leave a comment on the right or send an email to henry@mcphub.com.

The QuickBooks Online MCP Server for Accountants is a natural language-friendly server that allows accountants to interact with QuickBooks Online using conversational commands.

QuickBooks Online MCP Server for Accountants

A natural language-friendly MCP (Model Context Protocol) server that makes QuickBooks Online accessible to accountants through simple, conversational commands.

šŸŽÆ Purpose

This tool bridges the gap between how accountants think and how APIs work. Instead of learning complex technical interfaces, accountants can use natural language to interact with QuickBooks Online.

✨ Key Features

  • šŸ—£ļø Natural Language - Say "show me unpaid invoices" instead of complex queries
  • šŸ“Š Full Accounting Suite - Invoices, expenses, reports, customers, and more
  • 🧮 Smart Date Parsing - Understands "last month", "Q1 2024", "year to date"
  • šŸ›”ļø Error Prevention - Validates data before sending to QuickBooks
  • šŸ’” Helpful Suggestions - Recommends next steps after each action
  • šŸ” Secure OAuth2 - Industry-standard authentication with token refresh

šŸ“‹ What You Can Do

Invoice Management

  • Create and send invoices
  • Track unpaid and overdue invoices
  • Generate aging reports
  • Send payment reminders

Expense Tracking

  • Record business expenses
  • Categorize by vendor and account
  • Track by payment method
  • Generate expense reports

Financial Reports

  • Profit & Loss statements
  • Balance sheets
  • Cash flow analysis
  • Customer sales summaries
  • Accounts receivable/payable aging

Customer Management

  • Add new customers
  • Check customer balances
  • View payment history
  • Track top customers

šŸš€ Quick Start

Prerequisites

Installation

  1. Clone the repository

    git clone https://github.com/yourusername/QBOMCPServer.git
    cd QBOMCPServer
    
  2. Install dependencies

    pip install -r requirements.txt
    
  3. Set up OAuth2 (see )

    • Create an Intuit app
    • Get OAuth2 credentials
    • Obtain refresh token
  4. Configure environment

    cp .env.example .env
    # Edit .env with your credentials
    
  5. Run the server

    python main.py
    

šŸ’¬ Example Commands

"Show me all unpaid invoices"
"Create invoice for ABC Company for $5,000 for consulting services"
"Record $234.50 expense for office supplies at Staples"
"Generate profit and loss for last month"
"What's the balance for customer John Smith?"
"Show me expenses over $1,000 this quarter"

šŸ“š Documentation

  • šŸ“– - Comprehensive guide with real-world examples
  • šŸ” - Step-by-step authentication setup
  • šŸ¤ - How to contribute to the project
  • šŸ“ - Version history and planned features

šŸ—ļø Architecture

ā”Œā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”     ā”Œā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”     ā”Œā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”
│  Claude/LLM     │────▶│   MCP Server    │────▶│ QuickBooks API  │
│  (Natural Lang) │◀────│  (This Project) │◀────│   (QBO Data)    │
ā””ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”˜     ā””ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”˜     ā””ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”€ā”˜

šŸ¤ Contributing

We welcome contributions! Especially:

  • Common accounting workflows
  • Natural language patterns
  • Regional accounting terms
  • Error message improvements

See for details.

šŸ“„ License

This project is licensed under the MIT License - see for details.

šŸ™ Acknowledgments

  • Built for accountants who deserve better tools
  • Inspired by the complexity of existing QuickBooks interfaces
  • Powered by the Model Context Protocol (MCP)
  • Made possible by Intuit's QuickBooks Online API

āš ļø Disclaimer

This is an independent project and is not affiliated with, endorsed by, or sponsored by Intuit Inc. QuickBooks is a trademark of Intuit Inc.

šŸ› Known Issues

  • Rate limiting on large reports (working on batch processing)
  • Limited to English language currently
  • Some complex date ranges not yet supported

🚧 Roadmap

  • Bank reconciliation workflows
  • Recurring invoices
  • Multi-currency support
  • Excel export
  • Email report delivery
  • Bulk operations
  • Sales tax automation

šŸ’” Need Help?


Made with ā¤ļø for accountants who want to work smarter, not harder