QuickBooks Online MCP connector

QuickBooks Online is Intuit's cloud-based accounting platform for managing financial transactions, invoices, and business expenses. The QuickBooks Online MCP connector allows AI agents to create and retrieve bills, manage customers and payments, record deposits and purchases, and query financial entities. It also supports updating account records, tracking expenses, and maintaining vendor relationships across your accounting data.

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:

• Record vendor bills and track payment obligations in QuickBooks Online
• Create customer profiles to establish relationships and streamline invoicing
• Generate and send professional invoices to accelerate payment collection
• Log deposits to reconcile bank accounts and monitor cash flow
• Document purchase expenses and maintain audit trails for compliance
• Build estimates and convert them to invoices for deal tracking
• Process vendor payments and generate payment receipts automatically
• Pull transaction reports to analyze financial performance and trends

Example prompts

Use the following example prompts to invoke QuickBooks Online MCP connector tools from your AI assistant or Boomi Connect workflow:

• Create a new bill in QuickBooks Online for the office supplies vendor.
• Show me all unpaid invoices from the past 30 days in QuickBooks Online.
• Send an invoice to the client we just added in QuickBooks Online.
• Record a customer payment in QuickBooks Online and generate a receipt.
• Get the transaction report for March in QuickBooks Online.
• Create an estimate for the web design project in QuickBooks Online.
• Add a new employee record to QuickBooks Online with their contact details.
• Look up the vendor information for ABC Supplies in QuickBooks Online.
• Create a deposit for the client payments received today in QuickBooks Online.
• Get all items and their current prices from 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	Creates a new bill record in QuickBooks Online.
quickbooks_quickbookscreatecustomer_invoke	Creates a new customer record in QuickBooks Online.
quickbooks_quickbookscreatedeposit_invoke	Creates a new deposit record in QuickBooks Online.
quickbooks_quickbookscreatepayment_invoke	Creates a new payment record in QuickBooks Online.
quickbooks_quickbookscreatepurchase_invoke	Creates a new purchase record in QuickBooks Online.
createBill	Creates a new bill to record expenses from vendors.
getBill	Retrieves details for a specific bill.
queryEntities	Searches and retrieves entities matching specified criteria.
createCustomer	Creates a new customer record with contact information.
getCustomer	Retrieves details for a specific customer.
createEmployee	Creates a new employee record in the system.
getEmployee	Retrieves details for a specific employee.
createEstimate	Creates a new estimate to quote work or products.
getEstimate	Retrieves details for a specific estimate.
sendEstimate	Sends an estimate to a customer via email.
createInvoice	Creates a new invoice to request customer payment.
getInvoice	Retrieves details for a specific invoice.
sendInvoice	Sends an invoice to a customer via email.
getItem	Retrieves details for a specific inventory item.
createPayment	Creates a new payment record for received funds.
getPayment	Retrieves details for a specific payment.
sendPayment	Sends a payment receipt to the appropriate party.
getPurchase	Retrieves details for a specific purchase record.
getTransactionReport	Retrieves a report of transactions within a period.
createVendor	Creates a new vendor record for procurement.
getVendor	Retrieves details for a specific vendor.