Kaizen QBO MCP Server

MCP server that connects Claude Code, Cursor, and other AI tools to QuickBooks Online via the Kaizen API.

Audit side effect (all write tools): The server appends a tag of the form [kaizen:<keyPrefix>:<requestId>:<iso-timestamp>] to the PrivateNote field of every created or updated entity (Invoice, Bill, Purchase, JournalEntry, Payment, and sparse updates that include PrivateNote). This is a compliance requirement — see docs/nist-ai-rmf-compliance.md and docs/responsible-ai-compliance.md. If your downstream automation matches on PrivateNote, strip everything from the final [kaizen: onward.

0.5.0 — QoE paused. qbo_packages_qoe and qbo_packages_qoe_export are temporarily disabled while a regression is fixed. The REST endpoints return HTTP 410 with QOE_TEMPORARILY_DISABLED. Use qbo_analyze_data_quality for the DQ slice and qbo_report for raw P&L / Balance Sheet / Cash Flow in the interim. See CHANGELOG 0.5.0.

Quick Start

npm install kaizen-qbo-mcp-server

Add to your Claude Code settings (~/.claude/settings.json):

{
  "mcpServers": {
    "kaizen-qbo": {
      "command": "npx",
      "args": ["kaizen-qbo-mcp-server"],
      "env": {
        "KAIZEN_API_KEY": "kaizen_live_sk_..."
      }
    }
  }
}

Or create a config.json next to the server:

{
  "apiKey": "kaizen_live_sk_...",
  "baseUrl": "https://api.kaizencfo.com"
}

Pricing

| Tier | Price | Reads/mo | Writes/mo | Scopes | |---|---|---|---|---| | Free | $0 | 100 | 0 | Read-only (query, reports, entity reads, attachments, DQ) | | Essentials | $99/mo | 5,000 | 0 | Read-only | | Professional | $199/mo | 25,000 | 1,000 | Standard writes (invoices, payments, bills, transfers, creates) | | Premium | $399/mo | 100,000 | 5,000 | Full — JEs, updates, deletes, bulk, API-only fields |

Tools

Read

| Tool | Description | |------|-------------| | qbo_query | Run SOQL queries (SELECT * FROM Invoice WHERE ...) | | qbo_report | Pull reports (P&L, Balance Sheet, Cash Flow, etc.) | | qbo_report_export | Export a report as PDF or XLSX (binary base64) | | qbo_get_entity | Read a single entity by type + ID | | qbo_get_attachments | Get file attachments for an entity | | qbo_analyze_data_quality | 16-check data quality scan with findings + suggested fixes |

Write

| Tool | Description | |------|-------------| | qbo_create_invoice / qbo_create_sales_receipt / qbo_create_refund_receipt / qbo_create_credit_memo | AR creates | | qbo_create_payment / qbo_create_deposit | AR cash | | qbo_create_bill / qbo_create_purchase / qbo_create_bill_payment | AP creates + pay | | qbo_create_journal_entry | Journal entry | | qbo_create_transfer | Bank-to-bank transfer | | qbo_create_vendor / qbo_create_customer / qbo_create_account | Master data | | qbo_attach_file | Attach base64-encoded file to an entity (20 MB cap) | | qbo_update_entity | Sparse-update any entity (linked-ref + overpay guardrails on) | | qbo_reclassify | Batch reclassify lines with idempotent replay | | qbo_delete_entity | Delete + tombstone (returns preImage for audit) | | qbo_void_invoice | Void an invoice |

Examples

Once configured, ask Claude:

• "How much revenue did we do last month?"
• "Show me all unpaid invoices over $1,000"
• "Create a journal entry to reclassify $500 from Office Supplies to Marketing"
• "Pull the P&L for Q1 2026"

Get an API Key

Visit api.kaizencfo.com/oauth/connect to connect your QuickBooks Online account and get an API key.

Data Handling

• Your QuickBooks data is passed through in real time to your AI tool — it is not stored by Kaizen
• OAuth tokens are encrypted in Google Secret Manager
• API keys are hashed (SHA-256) before storage — raw keys are never stored
• When used with AI tools, your data is processed by third-party LLMs (e.g., Anthropic Claude) for inference only — never for model training
• You can disconnect and request data deletion at any time

For full details, see our Terms of Service and Privacy Policy.

License

MIT