QuickBooks MCP Server

Query QuickBooks data using natural language.

GitHub

🧾 QuickBooks MCP Server

A secure, local-first Model Context Protocol (MCP) server to query QuickBooks data using natural language inside Claude Desktop.

✅ MCP Review Certification

This MCP Server is certified by MCP Review.

Being listed and certified on MCP Review ensures this server adheres to MCP standards and best practices, and is trusted by the developer community.

Requirements:

  1. Python 3.10 or higher

Environment Setup

For local development, create a .env file in the project root with your QuickBooks credentials:

# Copy the template and fill in your actual credentials
cp env_template.txt .env

Then edit the .env file with your actual QuickBooks API credentials:

QUICKBOOKS_CLIENT_ID=your_actual_client_id
QUICKBOOKS_CLIENT_SECRET=your_actual_client_secret
QUICKBOOKS_REFRESH_TOKEN=your_actual_refresh_token
QUICKBOOKS_COMPANY_ID=your_actual_company_id
QUICKBOOKS_ENV='sandbox' or 'production'

Note: The .env file is automatically ignored by git for security reasons.

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": "uv",
      "args": [
        "--directory",
        "<absolute_path_to_quickbooks_mcp_folder>",
        "run",
        "main_quickbooks_mcp.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.

相關伺服器