QuickBooks MCP

Modify an existing deposit. Can update date, memo, deposit account, department, and/or lines. CRITICAL for line changes: The QB Deposit API does NOT replace lines - it merges them. Lines WITH line_id update existing lines. Lines WITHOUT line_id are ADDED as new. Lines NOT included are KEPT unchanged. To 'delete' a line, you must include ALL existing lines with their line_ids and set unwanted lines to amount: 0. Line amounts must sum to the original deposit total (use expected_total to override for corrupted deposits). Entity (vendor/customer/employee) can be set on any line, new or existing, v…

Modify an existing expense (Purchase). Can update date, memo, payment account, payee, and/or lines. The payee may be a vendor, customer, or employee — set entity_type to say which (defaults to Vendor). Note: PaymentType (Cash/Check/CreditCard) cannot be changed after creation.

Modify an existing invoice. Can update date, due date, memo, customer, department, terms, email, online payment settings, and/or lines. For lines: provide line_id to update existing line, omit line_id to add new line (requires item_name), set delete=true to remove.

Modify an existing journal entry. Can update date, memo, doc_number, and/or lines. For lines: provide line_id to update existing line, omit line_id to add new line, set delete=true to remove a line. A line_id preserves the line's existing entity unless entity_name/entity_id is given; pass entity_name: "" to clear it. Validates debits=credits before saving.

Modify an existing sales receipt. Can update date, memo, customer, deposit account, department, and/or lines. For lines: provide line_id to update existing line, omit line_id to add new line (requires item_name), set delete=true to remove.

Sparse-update a vendor: only fields passed change; bill_address merges into the stored address. active=false deactivates. Read vendors with query (SELECT * FROM Vendor WHERE ...).

Modify an existing vendor credit. Can update vendor, date, memo, ref number, and/or lines. For lines: provide line_id to update existing line, omit line_id to add new line (requires amount and account_name), set delete=true to remove. A line_id preserves the line's existing customer unless customer_name/customer_id is given; pass customer_name: "" to clear it. Note: DepartmentRef is header-level only — lines do not support department.

Get a Balance Sheet report. Can be broken down by department/location.

Fetch a single bill by ID with full details including SyncToken (needed for edits). Returns vendor, date, due date, amount, AP account, line details.

Fetch a single bill payment by ID with full details including SyncToken. Shows vendor, date, pay type, bank account, linked bills/credits with applied amounts, and flags any unapplied amount (payment total not matching net applied lines).

Get information about the connected QuickBooks company.

Fetch a single customer by ID with full details including SyncToken (needed for edits). Returns name, contact info, addresses, balance, hierarchy (parent/sub-customer), and active status.

Fetch a single deposit by ID with full details including SyncToken (needed for edits). Returns deposit account, date, memo, and line details showing source accounts and amounts.

Fetch a single expense (Purchase) by ID with full details including SyncToken. Covers Expenses, Checks, and Credit Card charges. Returns payment type, account, date, amount, line details.

Fetch a single invoice by ID with full details including SyncToken (needed for edits). Returns customer, date, due date, balance, department, line details with items/qty/price.

Fetch a single journal entry by ID with full details including SyncToken (needed for edits). Returns formatted summary and writes full object to temp file.

Get a Profit and Loss (Income Statement) report. Can be broken down by department/location.

Run a QuickBooks report that has no dedicated tool: A/R and A/P aging, customer and vendor balances, transaction lists, general ledger, journal, sales by customer/item/class/department, cash flow, and detail variants. Answers what is outstanding and how old it is, which the entity query tools cannot — a report sees postings that carry no account reference in entity JSON. Profit and Loss, Balance Sheet and Trial Balance have their own tools.

Fetch a single sales receipt by ID with full details including SyncToken (needed for edits). Returns customer, date, deposit account, department, line details with items/qty/price.

Get a Trial Balance report. Useful for month-end close and reconciliation. Note: Trial Balance does not support department/location breakdown in QuickBooks Online.

Fetch a single vendor credit by ID with full details including SyncToken (needed for edits). Returns vendor, date, memo, ref number, AP account, and line details showing expense accounts and amounts.

List all accounts in the chart of accounts. Returns AcctNum (the user-facing account number), Name, AccountType, AccountSubType, and CurrentBalance. Use AcctNum to reference accounts in other queries or operations.

Authenticate with QuickBooks using OAuth (local credential mode only). Step 1: Call with no arguments to get the authorization URL. Step 2: After authorizing in browser, call with authorization_code and realm_id from the callback URL. This tool only works when QBO_CREDENTIAL_MODE is 'local' (the default).

Execute a QuickBooks query using SQL-like syntax. Supports querying any entity type (Customer, Vendor, Invoice, Bill, Account, Item, Department, etc.). Results are written to a file to preserve context. Defaults to MAXRESULTS 1000 if not specified. Examples: 'SELECT * FROM Customer', 'SELECT * FROM SalesReceipt WHERE TxnDate >= \'2025-11-01\' AND TxnDate <= \'2025-11-30\''

Query all transactions affecting a specific account, across all 13 posting transaction types. Returns a consolidated list with date, type, amount (debit/credit), and description. Useful for investigating account balance discrepancies. Note: the A/R side of invoices, credit memos, and payments has no account reference in QBO's data model and cannot appear here — use account_period_summary for A/R totals.

Record a customer payment against one or more open invoices (QuickBooks 'Receive Payment'), clearing Accounts Receivable. This is the A/R counterpart to create_bill_payment. Not a deposit — create_deposit banks money without settling an invoice — and not a sales receipt, which records a sale that was paid outright and never had an invoice. Defaults to draft: true for a preview.