QuickBooks Online MCP connector
Updated
QuickBooks Online is Intuit's cloud-based accounting platform for managing business finances. The QuickBooks Online MCP connector allows AI agents to create and manage bills, payments, deposits, and purchases, as well as customer records. It also supports querying financial entities, enabling AI agents to retrieve and reconcile accounting data across a business's financial workflows.
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 QuickBooks Online MCP connector to perform the following actions:
- Automate vendor bill creation and payment tracking in QuickBooks Online
- Generate and send customer invoices directly from a workflow
- Record deposits and purchases to keep bank accounts reconciled
- Create and manage customer, vendor, and employee records automatically
- Pull financial and transaction reports for real-time visibility
- Send estimates and payment receipts without manual data entry
- Query any QuickBooks Online entity to power custom reporting
- Track payables and receivables across the entire accounting cycle
Example prompts
Use the following example prompts to invoke QuickBooks Online MCP connector tools from your AI assistant or Boomi Connect workflow:
Show me all open invoices from last month in QuickBooks Online.Create a new bill for our office supplies vendor in QuickBooks Online.Send an invoice to Acme Corp for the March project in QuickBooks Online.Add a new customer named Riverside Bakery to QuickBooks Online.Record a $500 deposit into our checking account in QuickBooks Online.Get the details of vendor Smith Electric from QuickBooks Online.Create an estimate for a new landscaping project in QuickBooks Online.Pull a transaction report for the last quarter from QuickBooks Online.Send a payment receipt to a customer who just paid their invoice.Check the status of payment number 1024 in QuickBooks Online.
QuickBooks Online MCP connector tools
The 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 |
|---|---|
| quickbooks_quickbookscreatebill_invoke | Create a new bill in QuickBooks Online for tracking vendor payables. |
| quickbooks_quickbookscreatecustomer_invoke | A customer is a consumer of the service or product that your business offers. |
| quickbooks_quickbookscreatedeposit_invoke | Create a new deposit in QuickBooks Online to record funds received into a bank account. |
| quickbooks_quickbookscreatepayment_invoke | Create a new payment in QuickBooks Online. |
| quickbooks_quickbookscreatepurchase_invoke | Create a new purchase in QuickBooks Online to record an expense transaction. |
| createBill | Create a bill |
| getBill | Get a bill |
| queryEntities | Query entities |
| createCustomer | Create a customer |
| getCustomer | Get a customer |
| createEmployee | Create an employee |
| getEmployee | Get an employee |
| createEstimate | Create an estimate |
| getEstimate | Get an estimate |
| sendEstimate | Send an estimate |
| createInvoice | Create an invoice |
| getInvoice | Get an invoice |
| sendInvoice | Send an invoice |
| getItem | Get an item |
| createPayment | Create a payment |
| getPayment | Get a payment |
| sendPayment | Send a payment receipt |
| getPurchase | Get a purchase |
| getTransactionReport | Get transaction report |
| createVendor | Create a vendor |
| getVendor | Get a vendor |
