Accounting

Connect AI assistants to enterprise accounting systems using the Model Context Protocol (MCP).

The ReetAI Accounting MCP enables AI assistants such as Claude Desktop, Cursor, VS Code, and other MCP-compatible clients to securely interact with accounting platforms using natural language.

Instead of navigating accounting dashboards or writing custom integrations, users can simply ask questions like:

• Show my company information
• List my customers
• Show overdue invoices
• What is my cash balance?
• Summarize this month's Profit & Loss

ReetAI Accounting MCP translates natural language requests into secure accounting provider API calls and returns structured results to AI assistants through the Model Context Protocol.

🚧 Project Status

Current Provider: QuickBooks Online
Architecture: Provider-based, extensible for additional accounting systems.
Status: Active Development

⚡ Quick Start

git clone https://github.com/reetaisync/accounting-mcp-server.git
cd accounting-mcp-server
npm install
npm run build
npm run dev

Then open:

http://localhost:3000/oauth/login

Authenticate with your QuickBooks Sandbox account and you're ready to use the MCP server.

📸 Demo

Screenshots and demo GIFs will be added as additional MCP tools are implemented.

Planned demonstrations include:

• Claude Desktop → Company Information
• Cursor → Customer Search
• Invoice Creation
• Financial Report Generation

Authenticate with QuickBooks Sandbox and start building MCP-powered accounting workflows.

📑 Table of Contents

• Why MCP for Accounting?
• Features
• Use Cases
• Architecture
• Technology Stack
• Example
• Getting Started
• Project Structure
• Roadmap
• Contributing
• License

Current Milestone

• ✅ QuickBooks OAuth 2.0 Authentication
• ✅ Company Information API
• 🚧 Customer Information
• 🚧 MCP Tool Integration
• 📅 Invoice Management
• 📅 Financial Reports
• 📅 Multi-provider Support (Xero, Zoho, Tally)

🎯 Target Audience

• AI Engineers building MCP integrations
• Backend Engineers integrating accounting systems
• Enterprise Developers
• Accounting software vendors
• Teams building AI-powered financial assistants

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Why MCP for Accounting?

Enterprise accounting systems expose powerful APIs, but integrating AI assistants with those APIs requires significant engineering effort.

Developers typically need to:

• Learn provider-specific APIs
• Implement OAuth flows
• Handle authentication and token refresh
• Parse provider-specific response formats
• Build custom AI integrations

ReetAI Accounting MCP addresses these challenges by exposing a consistent set of MCP tools that AI assistants can use regardless of the underlying accounting provider.

It acts as an intelligent bridge between AI assistants and accounting providers such as QuickBooks Online, allowing users to retrieve financial information and perform accounting operations through standardized MCP tools.

┌──────────────────────────────┐
│ Claude Desktop / Cursor / IDE│
└──────────────┬───────────────┘
               │
               ▼
      ReetAI Accounting MCP
               │
               ▼
        MCP Tool Registry
               │
               ▼
      QuickBooks Provider
               │
               ▼
      QuickBooks Online API

The long-term vision is to support multiple accounting platforms behind a common provider abstraction, allowing the same AI workflows to work across different accounting systems.

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✨ Features

Current Features

• ✅ OAuth 2.0 Authentication
• ✅ Company Information
• 🚧 Customer Information
• 📅 Invoice Management
• 📅 Vendor Management
• 📅 Financial Reports
• 📅 Multi-provider Support

🎯 Use Cases

ReetAI Accounting MCP enables AI assistants to perform common accounting tasks through natural language.

Examples include:

• Retrieve company information
• List customers
• Search invoices
• Create invoices
• View outstanding balances
• Generate Profit & Loss reports
• Generate Balance Sheets
• Retrieve Cash Flow reports
• Compare financial periods
• Support multiple accounting providers through a common interface

🏗️ Architecture

Claude Desktop / Cursor / VS Code
               │
               ▼
      ReetAI Accounting MCP
               │
               ▼
         MCP Tool Registry
               │
               ▼
       Accounting Service
               │
               ▼
      Provider Abstraction
               │
     ┌─────────┴──────────┐
     ▼                    ▼
QuickBooks Provider   Future Providers
     │
     ▼
QuickBooks Online API

Current Provider: QuickBooks Online
Planned Providers: Xero, Zoho Books, Tally Prime, SAP, Oracle Financials.

The provider abstraction enables multiple accounting systems to expose a common interface to AI assistants without changing the MCP tools.

Technology Stack

• TypeScript
• Node.js
• Fastify
• Model Context Protocol (MCP)
• Provider SDK
• OAuth 2.0
• Clean Architecture

🤖 Supported MCP Clients

The project is designed to work with any MCP-compatible client, including:

• Claude Desktop
• Cursor
• VS Code (MCP Extensions)
• Custom MCP Clients
• Future MCP-compatible AI applications

🔒 Security

• OAuth 2.0 Authorization Code Flow
• Access tokens are never exposed through MCP tools
• Provider-specific credentials remain isolated
• Extensible token storage for production deployments

💬 Example

User

Show my QuickBooks company information.

MCP Tool

get_company

AI Response

Company Name : ReetAI Sandbox
Country      : India
Currency     : INR

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🚀 Getting Started

Prerequisites

• Node.js 22+
• npm
• QuickBooks Online Sandbox Account
• Intuit Developer Account

Installation

git clone https://github.com/reetaisync/accounting-mcp-server.git
cd accounting-mcp-server

npm install
npm run build
npm run dev

Environment Variables

Create a .env file:

NODE_ENV=development
PORT=3000

QBO_CLIENT_ID=
QBO_CLIENT_SECRET=
QBO_REDIRECT_URI=http://localhost:3000/oauth/callback

LOG_LEVEL=info

Connect QuickBooks

1. Start the server.
2. Open http://localhost:3000/oauth/login.
3. Complete the QuickBooks OAuth flow.
4. Verify the connection at http://localhost:3000/oauth/status.

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📁 Project Structure

src/
├── app/                  # Application bootstrap & dependency injection
├── domain/               # Domain models
├── http/                 # REST controllers
├── integrations/
│   └── quickbooks/       # QuickBooks implementation
├── mcp/                  # MCP server & tools
├── oauth/                # OAuth implementation
├── sdk/                  # Provider interfaces
└── services/             # Application services

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🗺️ Roadmap

Core Platform

• OAuth 2.0
• Provider SDK
• MCP Server
• Persistent Token Store

Accounting

• Company Information
• Customers
• Invoices
• Vendors
• Accounts

Reports

• Profit & Loss
• Balance Sheet
• Cash Flow

Developer Experience

• Docker
• GitHub Actions
• Documentation
• Multi-provider Support

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🤝 Contributing

Contributions are welcome.

If you'd like to contribute:

1. Fork the repository.
2. Create a feature branch.
3. Submit a pull request.

Please open an issue before implementing large changes.

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🌟 About ReetAI

ReetAI is an initiative focused on building AI-native developer tools, enterprise platforms, and open-source infrastructure. The Accounting MCP project is part of that vision, enabling AI assistants to interact securely with enterprise accounting systems through standardized MCP tools.

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⭐ If you find this project useful, consider giving it a star and following its progress.

Feedback, ideas, and contributions are always welcome.

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Built with ❤️ by the ReetAI project to make enterprise accounting accessible through AI.

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📄 License

This project is licensed under the MIT License.