quickbooks-mcp-server

quickbooks-mcp-server
Certified

3.6

The project provides a guide on setting up Claude Desktop to integrate automation for QuickBooks using Model Context Protocol servers. It facilitates querying and managing QuickBooks data through an AI assistant interface.

Requirements:

  1. Python 3.10 or higher

Step 1. Install uv:

Step 2. Configure Claude Desktop

  1. Download Claude Desktop.
  2. Launch Claude and go to Settings > Developer > Edit Config.
  3. Modify claude_desktop_config.json with:
{
  "mcpServers": {
    "QuickBooks": {
      "command": "<home_path>/.local/bin/uv",
      "args": [
        "--directory",
        "<absolute_path_to_quickbooks_mcp_folder>",
        "run",
        "main_quickbooks_mcp.py"
      ],
      "env": {
        "QUICKBOOKS_CLIENT_ID": "<client_id>",
        "QUICKBOOKS_CLIENT_SECRET": "<client_secret>",
        "QUICKBOOKS_REFRESH_TOKEN": "<refresh_token>",
        "QUICKBOOKS_COMPANY_ID": "<company_id>"
      }
    },
    "filesystem": {
      "command": "<home_path>/.local/bin/uv",
      "args": [
        "--directory",
        "<absolute_path_to_quickbooks_mcp_folder>",
        "run",
        "filesystem.py"
      ]
    }
  }
}
  1. Relaunch Claude Desktop.

The first time you open Claude Desktop with these setting it may take 10-20 seconds before the QuickBooks tools appear in the interface due to the installation of the required packages and the download of the most recent QuickBooks API documentation.

Everytime you launch Claude Desktop, the most recent QuickBooks API tools are made available to your AI assistant.

Step 3. Launch Claude Desktop and let your assistant help you

Examples

Query Accounts

Get all accounts from QuickBooks.

Query Bills

Get all bills from QuickBooks created after 2024-01-01.

Query Customers

Get all customers from QuickBooks.