vespo92/QBOMCP

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.

🎯 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

• 🗣️ Natural Language - Say "show me unpaid invoices" instead of complex queries
• 📊 Full Accounting Suite - Invoices, expenses, reports, customers, and more
• 🧮 Smart Date Parsing - Understands "last month", "Q1 2024", "year to date"
• 🛡️ Error Prevention - Validates data before sending to QuickBooks
• 💡 Helpful Suggestions - Recommends next steps after each action
• 🔐 Secure OAuth2 - Industry-standard authentication with token refresh

📋 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

🚀 Quick Start

Prerequisites

• QuickBooks Online account (or sandbox)
• Intuit Developer account
• Python 3.8 or higher
• Claude Desktop (for MCP integration)

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
   

💬 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"

📚 Documentation

• 📖 - Comprehensive guide with real-world examples
• 🔐 - Step-by-step authentication setup
• 🤝 - How to contribute to the project
• 📝 - Version history and planned features

🏗️ Architecture

┌─────────────────┐     ┌─────────────────┐     ┌─────────────────┐
│  Claude/LLM     │────▶│   MCP Server    │────▶│ QuickBooks API  │
│  (Natural Lang) │◀────│  (This Project) │◀────│   (QBO Data)    │
└─────────────────┘     └─────────────────┘     └─────────────────┘

🤝 Contributing

We welcome contributions! Especially:

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

See for details.

📄 License

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

🙏 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

⚠️ 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.

🐛 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

💡 Need Help?

• 📋 Open an issue
• 📧 Contact:
• 📚 Read the

Made with ❤️ for accountants who want to work smarter, not harder