Summary
Gives your AI assistant direct access to QuickBooks Online data through five focused tools. You can search across customers, invoices, and accounts with flexible filters, pull complete customer profiles with balances and contact details, list recent invoices or grab full line-item breakdowns by ID, and export your entire chart of accounts with classifications and balances. Runs as a hosted service through Pipeworx's gateway, so there's no local setup or OAuth flow to manage. Works standalone or as part of their larger 250+ data source collection. If you're building financial workflows or need an agent that can answer questions about receivables, customer history, or account balances without manual exports, this is the integration.
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Tools
Public tool metadata for what this MCP can expose to an agent.
18 tools
QUICKBOOKS_CREATE_ACCOUNTCreate a new account in QuickBooks with the given parameters.4 params
Create a new account in QuickBooks with the given parameters.
Parameters* required
namestringUser recognizable name for the Account. Account.Name attribute must not contain double quotes (") or colon (:).
account_typestringType of the account to be createdone of
Bank · Other Current Asset · Fixed Asset · Other Asset · Accounts Receivable · Equityaccount_numberstringUser-defined account number to help the user in identifying the account within the chart-of-accounts and in deciding what should be posted to the account. must not contain colon (:). For France locales:
account_sub_typestringSub-type of the account. Must use exact enum values (no spaces/slashes). Examples: 'AdvertisingPromotional' (NOT 'Advertising/Promotional'), 'Checking', 'Inventory', 'OtherCurrentAssets', 'Vehicles', 'RetainedEarnings', 'Insurance', 'InterestEarned'. See QuickBooks API docs for complete list.one of
CashOnHand · Checking · MoneyMarket · RentsHeldInTrust · Savings · TrustAccountsQUICKBOOKS_CREATE_CUSTOMERCreate a new customer in QuickBooks with the given parameters.6 params
Create a new customer in QuickBooks with the given parameters.
Parameters* required
titlestringTitle of the person (max 16 characters - keep it short like 'Mr.', 'Dr.', 'CEO'). This tag supports i18n, all locales. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, Suffix, or FullyQualifiedName attributes are required during create.
suffixstringSuffix of the name. For example, Jr. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
given_namestringGiven name or first name of a person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
family_namestringFamily name or the last name of the person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
middle_namestringMiddle name of the person. The person can have zero or more middle names. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
display_namestringThe name as displayed. Must be unique across all Customer, Vendor, and Employee objects. Cannot be removed with sparse update. If not supplied, the system generates DisplayName by concatenating customer name components supplied in the request from the following list: Title, GivenName, MiddleName, FamilyName, and Suffix.
QUICKBOOKS_CREATE_EMPLOYEECreate a new employee in QuickBooks.3 params
Create a new employee in QuickBooks.
Parameters* required
given_namestringGiven name or Family name of a person. At least one of `given_name` or `family_name` attributes is required.
family_namestringFamily name or the last name of the person. At least one of `given_name` or `family_name` attributes is required.
primary_addrobjectRepresents the physical street address for this employee. If QuickBooks Payroll is enabled for the company, the following PhysicalAddress fields are required: City, CountrySubDivisionCode, PostalCode.
QUICKBOOKS_CREATE_INVOICETool to create a new invoice in QuickBooks. Use after confirming customer and item details.3 params
Tool to create a new invoice in QuickBooks. Use after confirming customer and item details.
Parameters* required
linesarrayList of invoice line item objects. Each item must include at least: 'DetailType', 'Amount', and 'SalesItemLineDetail' with an 'ItemRef.value'.
customer_idstringID of the customer to invoice (CustomerRef.value)
minorversionintegerOptional minorversion query parameter to control API behavior
QUICKBOOKS_CREATE_VENDORCreate a new vendor in QuickBooks with the given details.6 params
Create a new vendor in QuickBooks with the given details.
Parameters* required
titlestringTitle of the person (max 16 characters - keep it short like 'Mr.', 'Dr.', 'CEO'). This tag supports i18n, all locales. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, Suffix, or FullyQualifiedName attributes are required during create.
suffixstringSuffix of the name. For example, Jr. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
given_namestringGiven name or first name of a person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
family_namestringFamily name or the last name of the person. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
middle_namestringMiddle name of the person. The person can have zero or more middle names. The DisplayName attribute or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix attributes is required for object create.
display_namestringThe name as displayed. Must be unique across all Customer, Vendor, and Employee objects. Cannot be removed with sparse update. If not supplied, the system generates DisplayName by concatenating customer name components supplied in the request from the following list: Title, GivenName, MiddleName, FamilyName, and Suffix.
QUICKBOOKS_CUSTOMER_BALANCE_DETAILGenerate a balance detail report for a customer in QuickBooks with the given customer ID.13 params
Generate a balance detail report for a customer in QuickBooks with the given customer ID.
Parameters* required
arpaidstringStatus of the balance.one of
All · Paid · UnpaidcolumnsstringColumn types to be shown in the report. Supported Values: bill_addr, create_by, create_date, cust_bill_email, cust_comp_name, cust_msg, cust_phone_other, cust_tel, cust_name, deliv_addr, doc_num*, due_date*, last_mod_by, last_mod_date, memo*, sale_sent_state, ship_addr, ship_date, ship_via, term_name, tracking_num, tx_date*, txn_type*. Additional columns with custom fields enabled: sales_cust1, sales_cust2, sales_cust3. Additional columns with location tracking enabled: dept_name*
custom1stringFilter by the specified custom field as defined by the CustomField attribute in transaction entities where supported. Supported Values: Name of custom field.
shipviastringFilter by the shipping method as stored in Invoice.ShipMethodRef.Name.
sort_bystringThe column type used in sorting report rows. Specify a column type as defined with the columns query parameter.
term_idsarrayOne or more comma separated term IDs. Filters report contents based on term or terms supplied.
sort_orderstringThe sort order.one of
ascend · descendend_duedatestringThe range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
report_datestringStart date to use for the report, in the format YYYY-MM-DD.
aging_methodstringThe date upon which aging is determined.one of
Report_Date · Currentcustomer_idsarrayOne or more comma separated customer IDs. Filters report contents to include information for specified customers.
start_duedatestringThe range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
department_idsarrayOne or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
QUICKBOOKS_CUSTOMER_BALANCE_REPORTGenerate a balance report for a customer in QuickBooks with the given customer ID.8 params
Generate a balance report for a customer in QuickBooks with the given customer ID.
Parameters* required
arpaidstringSupported Values: All, Paid, Unpaidone of
All · Paid · Unpaiddate_macrostringPredefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.one of
Today · Yesterday · This Week · Last Week · This Week-to-date · Last Week-to-datesort_orderstringThe sort order.one of
ascend · descendreport_datestringStart date to use for the report, in the format YYYY-MM-DD.
customer_idsarrayFilters report contents to include information for specified customers. Supported Values: One or more comma separated customer IDs as returned in the attribute, Customer.Id, of the Customer object response code.
department_idsarrayOne or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_methodstringThe accounting method used in the report. one of
Cash · Accrualsummarize_column_bystringThe criteria by which to group the report results.one of
Total · Month · Week · Days · Quarter · YearQUICKBOOKS_LIST_INVOICESTool to list invoices via QuickBooks Query endpoint. Use when retrieving invoices with optional pagination and custom fields.3 params
Tool to list invoices via QuickBooks Query endpoint. Use when retrieving invoices with optional pagination and custom fields.
Parameters* required
fieldsarrayList of fields to select in the query. Defaults to ['Id','SyncToken','DocNumber','TotalAmt','Balance','TxnDate'].
max_resultsintegerMaximum number of records to return; default 50, max 1000.default: 50
start_positionintegerStarting position for pagination within the result set. Default is 1.default: 1
QUICKBOOKS_QUERY_ACCOUNTQuery an account in QuickBooks with the given parameters.1 params
Query an account in QuickBooks with the given parameters.
Parameters* required
querystringQuery to be executed
QUICKBOOKS_READ_ACCOUNTRead an account in QuickBooks with the given account ID.1 params
Read an account in QuickBooks with the given account ID.
Parameters* required
account_idstringID of the account to be read
QUICKBOOKS_READ_CUSTOMERRead a customer in QuickBooks with the given customer ID.1 params
Read a customer in QuickBooks with the given customer ID.
Parameters* required
customer_idstringID of the customer to be read
QUICKBOOKS_READ_EMPLOYEERead an employee's details in QuickBooks with the given employee ID.1 params
Read an employee's details in QuickBooks with the given employee ID.
Parameters* required
employee_idstringThe ID of the employee to be read.
QUICKBOOKS_READ_INVOICETool to fetch a QuickBooks invoice by ID or the most recent if no ID provided. Use when needing full invoice details including metadata and sync token.2 params
Tool to fetch a QuickBooks invoice by ID or the most recent if no ID provided. Use when needing full invoice details including metadata and sync token.
Parameters* required
invoice_idstringID of the invoice to read; if not provided, fetches the latest invoice
minorversionintegerAPI minor version to use for the request
QUICKBOOKS_READ_VENDORRead a vendor in QuickBooks with the given vendor ID.1 params
Read a vendor in QuickBooks with the given vendor ID.
Parameters* required
vendor_idstringID of the vendor to be read
QUICKBOOKS_UPDATE_FULL_INVOICETool to fully replace an Invoice. Use when you need to update all aspects of an existing invoice in a single operation.3 params
Tool to fully replace an Invoice. Use when you need to update all aspects of an existing invoice in a single operation.
Parameters* required
invoiceobjectFull Invoice JSON payload to update; must include Id and SyncToken. Any writable field omitted will be cleared. Do not set sparse=true.
requestidstringOptional idempotency key (<=50 chars) to prevent duplicate writes on retries.
minorversionintegerOptional QuickBooks API minorversion to access newer fields (e.g., 63).
QUICKBOOKS_UPDATE_SPARSE_INVOICETool to perform a sparse update of an existing invoice. Use when you need to update only specific invoice fields without overwriting other data.1 params
Tool to perform a sparse update of an existing invoice. Use when you need to update only specific invoice fields without overwriting other data.
Parameters* required
invoiceobjectInvoice object containing Id, SyncToken, sparse flag, and fields to update
QUICKBOOKS_VENDOR_BALANCE_DETAILGenerate a balance detail report for a vendor in QuickBooks with the given vendor ID.12 params
Generate a balance detail report for a vendor in QuickBooks with the given vendor ID.
Parameters* required
appaidstringStatus of the balance.one of
All · Paid · Unpaidsort_bystringThe column type used in sorting report rows. Specify a column type as defined with the columns query parameter.
term_idsarrayOne or more comma separated term IDs. Filters report contents based on term or terms supplied.
date_macrostringPredefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.one of
Today · Yesterday · This Week · Last Week · This Week-to-date · Last Week-to-datesort_orderstringThe sort order.one of
ascend · descendvendor_idsarrayOne or more comma separated vendor IDs. Filters report contents to include information for specified vendors.
end_duedatestringThe range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
report_datestringStart date to use for the report, in the format YYYY-MM-DD.
duedate_macrostringPredefined date range of due dates for balances to include in the report; otherwise, use the start_duedate and end_duedate to cover an explicit report date range. one of
Today · Yesterday · This Week · Last Week · This Week-to-date · Last Week-to-datestart_duedatestringThe range of dates over which receivables are due, in the format YYYY-MM-DD. start_duedate must be less than end_duedate. If not specified, all data is returned.
department_idsarrayOne or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_methodstringThe accounting method used in the report.one of
Cash · AccrualQUICKBOOKS_VENDOR_BALANCE_REPORTGet the balance report of a vendor in QuickBooks with the given vendor ID.9 params
Get the balance report of a vendor in QuickBooks with the given vendor ID.
Parameters* required
qzurlstringSpecifies whether Quick Zoom URL information should be generated for rows in the report.
appaidstringStatus of the balance.one of
All · Paid · Unpaiddate_macrostringPredefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range.one of
Today · Yesterday · This Week · Last Week · This Week-to-date · Last Week-to-datesort_orderstringThe sort order.one of
ascend · descendvendor_idsarrayFilters report contents to include information for specified vendors. Supported Values: One or more comma separated vendor IDs as returned in the attribute, Vendor.Id, of the Vendor object response code.
report_datestringStart date to use for the report, in the format YYYY-MM-DD.
department_idsarrayOne or more comma separated department IDs. Filters report contents to include information for specified departments if so configured in the company file.
accounting_methodstringThe accounting method used in the report. one of
Cash · Accrualsummarize_column_bystringThe criteria by which to group the report results.one of
Total · Month · Week · Days · Quarter · Yearmcp-quickbooks
QuickBooks MCP Pack — query customers, invoices, and accounts via QuickBooks Online API.
Part of Pipeworx — an MCP gateway connecting AI agents to 673+ live data sources.
Tools
| Tool | Description |
|---|---|
qb_query | Search QuickBooks data by customer, invoice, or account using filters like name, amount, date, or status. Returns matching records with full details. |
qb_get_customer | Retrieve a customer's complete profile including contact info, email, phone, and account balance by customer ID. |
qb_list_invoices | Get recent invoices with number, customer, amount, due date, and payment status. Use qb_get_invoice for full line-item details. |
qb_get_invoice | Retrieve a complete invoice by ID including all line items, amounts, taxes, and payment history. |
qb_list_accounts | Get your chart of accounts with account names, types (asset/liability/equity/etc), balances, and classifications. |
Quick Start
Add to your MCP client (Claude Desktop, Cursor, Windsurf, etc.):
{
"mcpServers": {
"quickbooks": {
"url": "https://gateway.pipeworx.io/quickbooks/mcp"
}
}
}
Or connect to the full Pipeworx gateway for access to all 673+ data sources:
{
"mcpServers": {
"pipeworx": {
"url": "https://gateway.pipeworx.io/mcp"
}
}
}
Using with ask_pipeworx
Instead of calling tools directly, you can ask questions in plain English:
ask_pipeworx({ question: "your question about Quickbooks data" })
The gateway picks the right tool and fills the arguments automatically.
More
License
MIT
Featured
Keep your Mac awake while Claude Code and 40+ AI agents run. Sleeps when they're idle.
One time payment $9 →Integrate web data into your AI product. One API to scrape website & brand data.
Get API Key Now →Agent, run crypto. Access onchain data & trade routes via 1inch.
Install now →On Capafy, your Skill runs online 24/7 as an agent product, and you get paid every time someone uses it.
Start earning →
