QuickBooks Sync

Automate invoicing, expense tracking, and financial reconciliation directly from Claude and AI coding agents.

QuickBooks Sync is a Model Context Protocol server that bridges Claude and AI coding agents with QuickBooks Online. Create and manage invoices, track expenses, reconcile transactions, query chart of accounts, and generate financial reports—all through natural language commands and programmatic access. Built for accountants, bookkeepers, finance teams, and developers integrating QuickBooks automation into AI workflows.

Quick Start

Installation

npx quickbooks-sync-mcp

Claude Desktop Configuration

Add the following to your Claude Desktop configuration file (~/Library/Application Support/Claude/claude_desktop_config.json on macOS, or %APPDATA%\Claude\claude_desktop_config.json on Windows):

{
  "mcpServers": {
    "quickbooks-sync-mcp": {
      "command": "npx",
      "args": ["-y", "quickbooks-sync-mcp"],
      "env": {
        "NODE_ENV": "production",
        "QBO_SANDBOX": "false",
        "QBO_CLIENT_ID": "your_client_id",
        "QBO_CLIENT_SECRET": "your_client_secret",
        "QBO_REFRESH_TOKEN": "your_refresh_token",
        "QBO_REALM_ID": "your_realm_id",
        "QBO_ENVIRONMENT": "production"
      }
    }
  }
}

Cursor Configuration

Add to .cursor/mcp_config.json:

{
  "mcpServers": {
    "quickbooks-sync-mcp": {
      "command": "npx",
      "args": ["-y", "quickbooks-sync-mcp"],
      "env": {
        "NODE_ENV": "production",
        "QBO_SANDBOX": "false",
        "QBO_CLIENT_ID": "your_client_id",
        "QBO_CLIENT_SECRET": "your_client_secret",
        "QBO_REFRESH_TOKEN": "your_refresh_token",
        "QBO_REALM_ID": "your_realm_id"
      }
    }
  }
}

Windsurf Configuration

Add to .windsurf/mcp_config.json:

{
  "mcpServers": {
    "quickbooks-sync-mcp": {
      "command": "npx",
      "args": ["-y", "quickbooks-sync-mcp"],
      "env": {
        "NODE_ENV": "production",
        "QBO_SANDBOX": "false",
        "QBO_CLIENT_ID": "your_client_id",
        "QBO_CLIENT_SECRET": "your_client_secret",
        "QBO_REFRESH_TOKEN": "your_refresh_token",
        "QBO_REALM_ID": "your_realm_id"
      }
    }
  }
}

Tools

| Tool | Description | |------|-------------| | create_invoice | Create a new invoice in QuickBooks with line items, tax, and customer details. Parameters: customerId, lineItems, dueDate, taxRate, memo. | | track_expense | Record an expense transaction with vendor, amount, category, and payment method. | | query_gl_accounts | Query the chart of accounts with filtering by account type (asset, liability, equity, revenue, expense). | | reconcile_transactions | Match and reconcile bank transactions with QuickBooks entries to ensure accuracy. | | get_financial_report | Generate financial reports including balance sheet, income statement, and cash flow analysis. | | search_transactions | Search transactions by date range, amount, vendor, customer, or account. | | update_invoice_status | Update invoice status (draft, sent, viewed, paid) and track payment progress. |

Free vs Pro

| Feature | Free | Pro | |---------|------|-----| | Create invoices | ✓ | ✓ | | Track expenses | ✓ | ✓ | | Query GL accounts | ✓ | ✓ | | Reconcile transactions | ✓ | ✓ | | Generate financial reports | ✓ | ✓ | | Search transactions | ✓ | ✓ | | Update invoice status | ✓ | ✓ | | Bulk invoice operations | ✗ | ✓ | | Audit trail & compliance logs | ✗ | ✓ | | Export statements (JSON/CSV) | ✗ | ✓ | | Priority support | ✗ | ✓ |

Get Pro

Unlock bulk operations, audit trails, and advanced reporting exports. Subscribe to Pro for €39/month at craftpipe.dev/pricing.

After purchasing, set your license key in your environment configuration:

{
  "env": {
    "PRO_LICENSE": "your_license_key_here"
  }
}

Configuration

| Environment Variable | Description | Required | Default | |----------------------|-------------|----------|---------| | QBO_CLIENT_ID | OAuth2 client ID from QuickBooks app settings | Yes | — | | QBO_CLIENT_SECRET | OAuth2 client secret from QuickBooks app settings | Yes | — | | QBO_REFRESH_TOKEN | OAuth2 refresh token for persistent authentication | Yes | — | | QBO_REALM_ID | QuickBooks company/realm ID | Yes | — | | QBO_ENVIRONMENT | API environment (production or sandbox) | No | production | | QBO_SANDBOX | Enable sandbox mode for testing (true or false) | No | false | | QBO_ACCESS_TOKEN | Current OAuth2 access token (auto-refreshed) | No | — | | QBO_TOKEN_EXPIRES_AT | Timestamp when access token expires (auto-managed) | No | — | | NODE_ENV | Node environment (production or development) | No | production | | PRO_LICENSE | Pro tier license key for premium features | No | — |

License

MIT License. See LICENSE for details.

Built with AI by Craftpipe

⭐ Pro Features

Upgrade to Pro for additional tools:

• batch operations
• audit log
• data export

Get Pro → craftpipe.gumroad.com (€39/mo)

Set PRO_LICENSE=<your-key> environment variable to unlock premium tools.