AccountingQB

The most comprehensive QuickBooks Online MCP server for Claude. Built for sole proprietors and small businesses who want to manage their books, run reports, and prep taxes through natural conversation.

108 tools covering transactions, reports, tax prep (US and Canada), reconciliation, smart bookkeeping, 1099/T4A reporting, GST/HST returns, anomaly detection, credit memos, vendor credits, cash flow forecasting, and profit margin analysis — all from Claude Desktop. Includes a CPA Workbook: a 15-page year-end binder (comparative statements, reconciliation tie-outs, tax payments made, owner's draws, tax organizer) exported to Excel for your accountant.

Canada support: works with Canadian QuickBooks Online companies out of the box — the server auto-detects the company's tax edition, applies sales tax codes (GST/HST/PST) on created transactions, and ships a full Canadian tax suite: GST/HST (GST34) return workpapers with the 50% meals ITC restriction, T2125 line mapping, CCA schedules (half-year rule + Accelerated Investment Incentive), T4A/T5018 contractor reporting, and CRA instalment + CPP estimates. Multicurrency companies see per-transaction currency and exchange rates.

Built by Vaspera Capital — because QuickBooks deserved a real MCP server.

---

Quick Start

Prerequisites

• Python 3.10+
• A QuickBooks Online account (any plan)
• Claude Desktop
• An Intuit Developer account (free signup)

1. Clone and Install

git clone https://github.com/RCOLKITT/AccountingQB-MCP.git
cd AccountingQB-MCP
pip install -r requirements.txt

2. Create Your Intuit Developer App

1. Go to developer.intuit.com and sign in
2. Click Create an App → select QuickBooks Online and Payments
3. Under Redirect URIs, add: http://localhost:8080/callback
4. Copy your Client ID and Client Secret

3. Run Setup

python setup.py

The setup wizard will:

• Ask for your Client ID and Client Secret
• Open your browser to authorize access to your QuickBooks company
• Catch the OAuth callback automatically
• Write your Claude Desktop configuration
• Verify the connection works

That's it. Restart Claude Desktop and you're connected.

Manual Configuration (Advanced)

If you prefer to configure manually, add this to your Claude Desktop config:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "accountingqb": {
      "command": "python3",
      "args": ["/path/to/AccountingQB-MCP/server.py"],
      "env": {
        "QB_CLIENT_ID": "your_client_id",
        "QB_CLIENT_SECRET": "your_client_secret",
        "QB_REALM_ID": "your_company_id",
        "QB_REFRESH_TOKEN": "your_refresh_token",
        "QB_ENVIRONMENT": "production"
      }
    }
  }
}

To get your refresh token manually, use the Intuit OAuth Playground.

---

Tools (108)

Company & Entities

Tool	Description
qb_company_info	Company name, EIN, address, fiscal year
qb_list_accounts	Full chart of accounts with balances
qb_list_vendors	Search vendors/suppliers
qb_list_customers	Search customers
qb_list_items	Products and services
qb_create_vendor	Create a new vendor
qb_create_customer	Create a new customer
qb_update_vendor	Update vendor details (email, phone, address)
qb_update_customer	Update customer details (email, phone, address)
qb_create_account	Add an account to chart of accounts
qb_create_sub_account	Create a sub-account under a parent
qb_inactivate_account	Hide unused accounts

Transactions

Tool	Description
qb_list_transactions	Purchases/expenses with filters
qb_list_deposits	Income and owner investments
qb_list_transfers	Account-to-account transfers
qb_list_journal_entries	Adjustments and reclassifications
qb_list_journal_entries_by_memo	Search JEs by memo text
qb_list_bills	Accounts payable
qb_list_bill_payments	Bill payments
qb_list_sales_receipts	Direct sales
qb_list_payments	Customer payments received
qb_list_invoices	Invoices with status filter
qb_list_credit_memos	Customer credit memos/refunds
qb_list_vendor_credits	Vendor credits received
qb_list_estimates	Estimates/quotes with status filter
qb_search_transactions	Search across ALL transaction types
qb_list_recurring_transactions	Recurring templates and schedules
qb_transaction_detail	Full detail for any single transaction
qb_account_transactions	All transactions hitting a specific account

Create & Modify

Tool	Description
qb_create_expense	Record a purchase/expense
qb_create_invoice	Create a customer invoice
qb_create_bill	Create a vendor bill
qb_create_estimate	Create a customer estimate/quote
qb_create_journal_entry	Record adjustments
qb_create_deposit	Record a bank deposit
qb_create_transfer	Transfer between accounts
qb_create_credit_memo	Issue a customer credit memo
qb_create_vendor_credit	Record a vendor credit
qb_convert_estimate_to_invoice	Convert an estimate into an invoice
qb_record_bill_payment	Record payment on a vendor bill
qb_record_invoice_payment	Record customer payment on invoice
qb_update_transaction	Update any transaction
qb_void_transaction	Void a transaction
qb_delete_transaction	Delete a transaction permanently
qb_delete_journal_entry	Permanently delete a JE
qb_reclassify_transaction	Move a transaction to a different account
qb_bulk_update_vendor	Bulk-assign vendor to multiple transactions
qb_bulk_update_vendors_multi	Bulk-assign multiple vendors in one call
qb_batch_create_expenses	Bulk expense import
qb_batch_create_bills	Bulk bill import
qb_batch_create_journal_entries	Bulk JE import

Reports & Analysis

Tool	Description
qb_profit_loss	P&L by total, month, quarter, or year
qb_profit_loss_by_class	P&L by department/class
qb_balance_sheet	Balance sheet as of any date
qb_cash_flow	Statement of cash flows
qb_cash_flow_forecast	Multi-period cash flow projections
qb_general_ledger	All transactions by account
qb_trial_balance	Verify books are balanced
qb_ar_aging	What customers owe you
qb_ap_aging	What you owe vendors
qb_expense_summary	Expenses by category
qb_income_summary	Income by source
qb_sales_tax_summary	Sales tax collected by jurisdiction
qb_compare_periods	Side-by-side period comparison
qb_vendor_summary	Top vendors by spend
qb_profit_margin_analysis	Profit margins by customer or item
qb_budget_vs_actual	Compare budget to actual spending
qb_anomaly_detection	Statistical anomaly and fraud detection

Tax Preparation

Tool	Description
qb_tax_summary	Expenses mapped to Schedule C lines
qb_schedule_c	Full IRS Schedule C line-by-line
qb_schedule_c_detailed	Granular Schedule C with QB account detail
qb_estimate_quarterly_tax	Federal + state estimated taxes
qb_deduction_finder	Find commonly missed deductions
qb_depreciation_schedule	Section 179 and MACRS schedules
qb_1099_contractor_report	1099-NEC contractor reporting with TIN/address validation
qb_home_office_calculator	Form 8829 home office deduction calculator
qb_vehicle_depreciation_calculator	Vehicle depreciation with business use %

Canadian Tax (GST/HST, T2125)

Tool	Description
qb_gst_hst_return	GST34 return workpaper — lines 101/103/105/106/108/109 with 50% meals ITC restriction, TaxSummary report, tax payments, and Quick Method note
qb_t2125_summary	CRA T2125 line-by-line mapping (8521 Advertising, 8523 Meals at 50%, 8910 Rent, ...)
qb_cca_schedule	Capital Cost Allowance by class — half-year rule, Accelerated Investment Incentive, Class 10.1/54 ceilings
qb_t4a_contractor_report	T4A box 048 contractor reporting with BN/address validation (T5018 note for construction)
qb_estimate_instalments	CRA instalments (Mar/Jun/Sep/Dec 15) + exact CPP/CPP2, with approximate federal/provincial tax
qb_list_tax_codes	Sales tax codes (name, combined rate, agency) — pass as tax_code= to create tools
qb_list_tax_rates	Individual sales tax rates and agencies

Smart Features

Tool	Description
qb_uncategorized_transactions	Find uncategorized transactions
qb_find_duplicates	Detect potential duplicates
qb_auto_categorize_suggestions	AI-suggested categories based on vendor history
qb_monthly_burn_rate	Monthly expense trends
qb_runway_calculator	Months of cash runway
qb_fiscal_year_close_checklist	Year-end close readiness check
qb_books_health_audit	Comprehensive books health audit
qb_month_end_close	Month-end close checklist with status checks
qb_unknown_vendor_report	Find transactions with missing vendor names

Reconciliation & Attachments

Tool	Description
qb_reconcile_invoices	Match invoices against QB transactions
qb_match_invoices_to_transactions	Fuzzy-match with tolerance
qb_upload_receipt	Attach receipts to transactions
qb_list_attachments	List attached documents
qb_account_balance	Check any account balance

Connection & Multi-Company

Tool	Description
qb_list_companies	List all connected QuickBooks companies
qb_switch_company	Switch to a different company
qb_refresh_connection	Refresh connection to AccountingQB

---

Usage Examples

Once connected, just ask Claude naturally:

• "What's my P&L for 2025?"
• "Show me all expenses over $500 from last month"
• "Create an expense for $49.99 to GitHub for software subscriptions"
• "Run my Schedule C for tax year 2025"
• "Find any uncategorized transactions"
• "What's my monthly burn rate?"
• "How much runway do I have?"
• "Compare Q1 vs Q2 profit and loss"
• "Find potential duplicate transactions"
• "What deductions am I missing?"
• "Generate my 1099 contractor report"
• "Run anomaly detection on last quarter's transactions"
• "Show my profit margins by customer"
• "Forecast my cash flow for the next 6 months"
• "Create a vendor credit for $200 to Amazon"
• "Convert estimate #1042 to an invoice"
• "Build my GST/HST return workpaper for Q2" (Canada)
• "Map my books to the T2125 and estimate my CRA instalments" (Canada)

---

Security

This server takes security seriously:

• No credentials in code — all secrets come from environment variables
• OAuth 2.0 with automatic token rotation
• Local-only OAuth flow — the setup script runs a callback server on 127.0.0.1
• .env files are gitignored and set to chmod 600 (owner-only)
• No data storage — the server is stateless; it reads/writes to QuickBooks and nothing else
• Refresh tokens rotate — each token exchange returns a new refresh token
• 100-day expiry — tokens expire after 100 days of inactivity (Intuit policy)

Token Management

QuickBooks refresh tokens are valid for 100 days and rotate automatically on every use, so an active connection stays live indefinitely. If a connection does lapse (100+ days idle), reconnect based on how you run AccountingQB:

• Hosted / managed (you have a license key): In Claude, run qb_refresh_connection first — it silently re-establishes most expired connections with no browser step. If the connection is fully gone, reconnect at accountingqb.com/dashboard → Connect QuickBooks, then run qb_refresh_connection again.
• Self-hosted (your own Intuit app): re-run python setup.py to re-authorize and rewrite your refresh token.

---

Sandbox Mode

Test with Intuit's sandbox before connecting to production:

python setup.py --sandbox

This connects to sandbox-quickbooks.api.intuit.com with Intuit's test data. Switch to production when ready by running setup again without the flag.

---

Troubleshooting

"QuickBooks credentials not configured" Self-hosted: run python setup.py to configure credentials, or check your Claude Desktop config. Hosted/managed: set your QB_LICENSE_KEY and connect a company at accountingqb.com/dashboard.

"401 Unauthorized" Your connection may have expired (100-day idle limit). Hosted/managed: run qb_refresh_connection first, then if needed reconnect at accountingqb.com/dashboard → Connect QuickBooks. Self-hosted: re-run python setup.py to re-authorize.

"Company not found" Check that your QB_REALM_ID matches the company you authorized. You can find it in the URL when logged into QuickBooks Online.

Tools not appearing in Claude Desktop Restart Claude Desktop after running setup. Check that the accountingqb entry exists in your Claude Desktop config.

Sandbox vs Production If you're seeing test data, check that QB_ENVIRONMENT is set to "production" in your config.

---

Contributing

Issues and PRs welcome. If you're adding new tools, follow the existing pattern:

• Use flat parameters (not Pydantic models) for Claude Desktop compatibility
• Include descriptive docstrings
• Handle errors gracefully with actionable messages
• Add the tool to the README table

---

License

Proprietary — © Vaspera Capital LLC, all rights reserved. The source is publicly viewable for transparency and security review; it is not open source. Use requires a paid license key. See LICENSE.

Built by Vaspera Capital