Intuit QuickBooks Online MCP connector
Intuit QuickBooks Online is Intuit's cloud-based accounting platform for managing business finances, customers, and transactions. The Intuit QuickBooks Online MCP connector allows AI agents to create and retrieve invoices, bills, customers, and payments, keeping financial records accurate and up to date. It also supports querying accounts and business entities directly, as well as generating profit and loss reports for financial insight and analysis.
Authentication type
- OAuth 2.0 Authorization Code - Requires a one-time user login to authorize the agent to access the service on their behalf.
Uses
Use the Intuit QuickBooks Online MCP connector to perform the following actions:
- Create and update customer invoices directly in Intuit QuickBooks Online
- Track outstanding bills and vendor payments across the business
- Retrieve customer records to verify balances and contact details
- Generate Profit and Loss reports for financial reviews
- Reconcile account balances by pulling account details on demand
- Look up payment records to confirm transaction status
- Query financial entities to answer ad hoc accounting questions
- Maintain accurate customer and vendor data without manual entry
Example prompts
Use the following example prompts to invoke Intuit QuickBooks Online MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all open invoices from last month in Intuit QuickBooks Online.Create a new invoice for customer Acme Corp in Intuit QuickBooks Online.What is the current balance for customer Jane Smith in Intuit QuickBooks Online?Update the bill from our office supplier in Intuit QuickBooks Online.Pull up the Profit and Loss report for this quarter from Intuit QuickBooks Online.Find the payment record for invoice number 1042 in Intuit QuickBooks Online.Get the details for our operating expenses account in Intuit QuickBooks Online.List all customers with overdue balances in Intuit QuickBooks Online.Show me the bill details from vendor ABC Supplies in Intuit QuickBooks Online.Create a new customer record for our latest client in Intuit QuickBooks Online.
Intuit QuickBooks Online MCP connector tools
The Intuit QuickBooks Online MCP connector provides the following tools. Each tool maps to a specific action you can invoke from your AI agent or automation.
| Tool | Description |
|---|---|
| queryEntities | Query entities |
| createInvoice | Create or update an invoice |
| getInvoice | Get an invoice |
| getCustomer | Get a customer |
| createCustomer | Create or update a customer |
| createBill | Create or update a bill |
| getBill | Get a bill |
| getAccount | Get an account |
| getPayment | Get a payment |
| getProfitAndLossReport | Get Profit and Loss report |
