QuickBooks MCP Server

oficial

QuickBooks integration using OAuth2. Write operations disabled by default per integration. 550+ tools covering invoices, bills, reports, and inventory. Requires a DataGrout account.

Ver em datagrout.ai

O que você pode fazer com Quick Books MCP?

  • Consultar faturas e contas — peça ao seu assistente de IA para recuperar, filtrar ou resumir faturas e contas do QuickBooks usando as ferramentas contábeis relevantes.
  • Executar relatórios financeiros — solicite balanços patrimoniais, demonstrações de lucros e perdas ou outros relatórios por meio das ferramentas de relatórios disponíveis.
  • Verificar níveis de estoque — peça ao seu assistente para consultar as quantidades atuais em estoque e os detalhes dos itens por meio das ferramentas de inventário.
  • Revisar estimativas de custo antes da execução — o servidor fornece uma estimativa de custo antes de executar uma ferramenta, para que você possa aprovar ou pular operações caras.

Documentação

DataGrout's QuickBooks MCP Server connects AI agents to QuickBooks through OAuth2, using DataGrout's application credentials or your own. Write operations are disabled by default and require explicit configuration per integration. 550+ tools cover accounting objects — invoices, bills, reports, inventory — individually selectable rather than exposed as one fixed set.

Setup using CLI:

Go to the DataGrout GitHub and set up using command line interface - https://github.com/DataGrout/conduit-sdk

Setup using DataGrout Portal:

1. Sign up for a DataGrout account
Go to https://app.datagrout.ai/ and create an account.

2. Create a server

  • Click the server dropdown in the top-left of the dashboard.

  • Select Create New Server.

  • Enter a name (required) and an optional description.

  • Click Create Server.

  • Your server is assigned a UUID and generates an MCP endpoint: https://gateway.datagrout.ai/servers/{your-uuid}/mcp

  • You can retrieve this URL any time later under Settings > Server Info.

3. Create an access token

  • Open the server dropdown and click the Settings icon.

  • Go to the Authentication tab.

  • Click Create Access Token.

  • Give it a name, or leave it blank for an auto-generated one.

  • Copy the token immediately — it is shown only once and cannot be retrieved again later.

4. Add the QuickBooks integration

  • Go to the Home page — this is the integrations marketplace.

  • Find QuickBooks in the list and click Add.

  • You'll be redirected to the QuickBooks integration detail page to complete setup.

5. Configure authentication

  • Choose authentication type: OAuth2.

  • Choose whether to use DataGrout's application credentials or your own.

6. Authorize the connection

  • Click Connect.

  • You're redirected to Intuit's own hosted login/authorization screen to sign in and grant access.

  • Once authorized, you're returned to the DataGrout dashboard.

7. Configure tools and policy

  • On the integration's detail page, select which of the 550+ available tools to expose for this integration.

  • Open the Policy tab to review or adjust the security policy. This inherits from the parent Hub Server's policy and can only be tightened, never loosened — write access must be explicitly enabled per tool if you want it, since it's disabled by default.

MCP Client Configuration:

DataGrout runs one MCP endpoint per server — the same URL and token work across every connected client, and every integration you add (Salesforce included) becomes available through it. No separate config is needed per integration.

{
  "mcpServers": {
    "DataGrout": {
      "url": "https://gateway.datagrout.ai/servers/YOUR_UUID/mcp",
      "headers": {
        "Authorization": "Bearer YOUR_TOKEN"
      }
    }
  }
}

Use this same block for Claude Desktop, Claude Code, Cursor, and Windsurf. VS Code's MCP config may use "servers" instead of "mcpServers" — check your version.

Two other authentication options are available for this endpoint: mutual TLS (production/enterprise agents) and OAuth 2.1 (user-facing apps, via Client Credentials or Authorization Code + PKCE).

Configuration reference:

SettingValuesDefault
Auth typeOAuth2, mTLS, or Bearer token—
CredentialsDataGrout app credentials or user-provided—
Tool exposureIndividually selectable from 550+ toolsnone enabled until selected
Write accessEnabled per tool, per integrationdisabled
PolicyInherits from parent Hub Server; tightened, not loosenedinherited

No Environment/Sandbox row — unconfirmed whether QuickBooks supports a sandbox company file through this integration.

Tools: 550+ tools covering invoices, bills, reports, and inventory, individually enabled/disabled per integration. No named example tools confirmed.

Interaction settings: cost estimate before execution, execution receipt, execution summary after.

Links: