Intuit QuickBooks Online MCP connector

Intuit QuickBooks Online is a cloud-based accounting platform for managing customers, invoices, payments, and financial data. The Intuit QuickBooks Online MCP connector allows AI agents to create and update invoices, manage customer and bill records, and retrieve account information and payments. It also supports querying entities across the platform and generating financial reports like Profit and Loss statements.

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 send invoices to customers directly from your accounting workflow
• Track customer information and payment history in a centralized location
• Record bills from vendors and manage accounts payable efficiently
• Monitor cash flow by viewing payment statuses and outstanding invoices
• Generate profit and loss reports to analyze business financial performance
• Query accounting data across customers, invoices, bills, and payments
• Update customer and invoice records without manual data 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 invoices created for Acme Corporation in Intuit QuickBooks Online.
• Create a new invoice in Intuit QuickBooks Online for $5,000 due next month.
• What is the current balance for customer ABC Industries in Intuit QuickBooks Online?
• Generate a profit and loss report for the last quarter in Intuit QuickBooks Online.
• Find all unpaid bills in Intuit QuickBooks Online over 30 days old.
• Update the email address for customer XYZ Ltd in Intuit QuickBooks Online.
• Retrieve the payment details for invoice INV-2024-001 in Intuit QuickBooks Online.
• Create a bill in Intuit QuickBooks Online from our office supply vendor.
• List all customer records that were modified this week in Intuit QuickBooks Online.
• Get the accounts payable balance from the general ledger 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	Searches and retrieves a list of entities matching specified criteria.
createInvoice	Creates a new invoice or updates an existing invoice with provided details.
getInvoice	Retrieves the complete details of a specific invoice.
getCustomer	Retrieves the complete details of a specific customer.
createCustomer	Creates a new customer or updates an existing customer with provided information.
createBill	Creates a new bill or updates an existing bill with provided details.
getBill	Retrieves the complete details of a specific bill.
getAccount	Retrieves the complete details of a specific account.
getPayment	Retrieves the complete details of a specific payment.
getProfitAndLossReport	Retrieves a Profit and Loss report for a specified period.