QuickBooks MCP
for AI agents

• list_invoices read

  List invoices

  List invoices, newest first if you order by TxnDate desc. Filter on DocNumber, TxnDate or MetaData.LastUpdatedTime (for incremental sync). Use quickbooks_run_query for filters this does not offer.

• get_invoice read

  Get invoice

  Get one invoice by Id, including its line items, balance and linked payments.

• create_invoice write

  Create invoice

  Create an invoice for a customer. Needs CustomerRef and at least one Line. QuickBooks assigns DocNumber unless you supply one.

• update_invoice write

  Update invoice

  Update an invoice. Patches only the fields you pass, leaving everything else intact.

• void_invoice write

  Void invoice

  Void an invoice: QuickBooks keeps the record and its number but zeroes the amounts and marks it Voided. This is the correct way to cancel an invoice, and unlike a delete it leaves the audit trail intact. Cannot be undone.

• send_invoice write

  Send invoice

  Email a invoice to the customer from QuickBooks. Sends to the invoice's own billing email unless send_to is given, in which case QuickBooks also updates the stored billing email. This puts a real email in the customer's inbox and cannot be undone. Sets EmailStatus to EmailSent.

• list_estimates read

  List estimates

  List estimates (quotes). Filter on DocNumber, TxnDate or MetaData.LastUpdatedTime.

• get_estimate read

  Get estimate

  Get one estimate by Id, including its lines and status.

• create_estimate write

  Create estimate

  Create an estimate (quote) for a customer. Needs CustomerRef and at least one Line.

• update_estimate write

  Update estimate

  Update an estimate. Patches only the fields you pass. Set TxnStatus to Accepted or Rejected to move it through its lifecycle.

• delete_estimate write

  Delete estimate

  Delete an estimate permanently. Safe to expose because an estimate is a proposal that never posts to the general ledger — unlike an invoice, deleting one changes no financial record. Cannot be undone.

• send_estimate write

  Send estimate

  Email a estimate to the customer from QuickBooks. Sends to the estimate's own billing email unless send_to is given, in which case QuickBooks also updates the stored billing email. This puts a real email in the customer's inbox and cannot be undone. Sets EmailStatus to EmailSent.

• list_sales_receipts read

  List sales receipts

  List sales receipts — sales that were paid at the point of sale, so there is no invoice and no receivable.

• get_sales_receipt read

  Get sales receipt

  Get one sales receipt by Id.

• create_sales_receipt write

  Create sales receipt

  Create a sales receipt for a sale already paid for. Needs at least one Line. CustomerRef is optional for a counter sale.

• update_sales_receipt write

  Update sales receipt

  Update a sales receipt. Patches only the fields you pass. QuickBooks accepts neither delete nor void on sales receipts through the API, so reversing one means zeroing its lines with this tool or issuing an offsetting refund receipt.

• send_sales_receipt write

  Send sales receipt

  Email a sales receipt to the customer from QuickBooks. Sends to the sales receipt's own billing email unless send_to is given, in which case QuickBooks also updates the stored billing email. This puts a real email in the customer's inbox and cannot be undone. Sets EmailStatus to EmailSent.

• list_credit_memos read

  List credit memos

  List credit memos — credits issued to a customer, which can be applied against their invoices.

• get_credit_memo read

  Get credit memo

  Get one credit memo by Id, including how much of it remains unapplied.

• create_credit_memo write

  Create credit memo

  Create a credit memo for a customer. Needs CustomerRef and at least one Line.

• update_credit_memo write

  Update credit memo

  Update a credit memo. Patches only the fields you pass. QuickBooks supports neither delete nor void on credit memos, so correcting one means updating it or issuing an offsetting document.

• send_credit_memo write

  Send credit memo

  Email a credit memo to the customer from QuickBooks. Sends to the credit memo's own billing email unless send_to is given, in which case QuickBooks also updates the stored billing email. This puts a real email in the customer's inbox and cannot be undone. Sets EmailStatus to EmailSent.

• list_refund_receipts read

  List refund receipts

  List refund receipts — money actually paid back to a customer.

• get_refund_receipt read

  Get refund receipt

  Get one refund receipt by Id.

• create_refund_receipt write

  Create refund receipt

  Create a refund receipt, recording money paid back to a customer. Needs CustomerRef and at least one Line.

• update_refund_receipt write

  Update refund receipt

  Update a refund receipt. Patches only the fields you pass.

• void_refund_receipt write

  Void refund receipt

  Void a refund receipt: the record survives, the amounts go to zero. Keeps the audit trail. Cannot be undone.

• send_refund_receipt write

  Send refund receipt

  Email a refund receipt to the customer from QuickBooks. Sends to the refund receipt's own billing email unless send_to is given, in which case QuickBooks also updates the stored billing email. This puts a real email in the customer's inbox and cannot be undone. Sets EmailStatus to EmailSent.

• list_payments read

  List customer payments

  List customer payments received. Filter on TxnDate or MetaData.LastUpdatedTime.

• get_payment read

  Get customer payment

  Get one customer payment by Id, including which invoices it was applied to.

• create_payment write

  Create customer payment

  Record a payment received from a customer. Needs CustomerRef and TotalAmt. Add Line entries with LinkedTxn to apply it against specific invoices, or omit them to leave it as an unapplied credit.

• update_payment write

  Update customer payment

  Update a customer payment — most often to change which invoices it is applied against. Patches only the fields you pass. QuickBooks accepts neither delete nor void on payments through the API, so unapplying one means clearing its Line entries with this tool, which returns the invoices to outstanding.

• send_payment write

  Send customer payment

  Email a customer payment to the customer from QuickBooks. Sends to the customer payment's own billing email unless send_to is given, in which case QuickBooks also updates the stored billing email. This puts a real email in the customer's inbox and cannot be undone. Sets EmailStatus to EmailSent.

• list_bills read

  List bills

  List bills owed to suppliers (accounts payable). Filter on DocNumber, TxnDate or MetaData.LastUpdatedTime.

• get_bill read

  Get bill

  Get one bill by Id, including its lines and outstanding balance.

• create_bill write

  Create bill

  Record a bill from a supplier. Needs VendorRef and at least one Line. Creates a payable — use quickbooks_create_bill_payment to pay it.

• update_bill write

  Update bill

  Update a bill. Patches only the fields you pass. QuickBooks supports neither delete nor void on bills, so correcting one means updating it or offsetting it with a vendor credit.

• list_bill_payments read

  List bill payments

  List payments made to suppliers against bills.

• get_bill_payment read

  Get bill payment

  Get one bill payment by Id, including which bills it settled.

• create_bill_payment write

  Create bill payment

  Pay one or more supplier bills. Needs VendorRef, TotalAmt and PayType, plus the matching CheckPayment or CreditCardPayment object. Link the bills via Line entries.

• update_bill_payment write

  Update bill payment

  Update a bill payment — usually to change which bills it is applied against. Patches only the fields you pass. QuickBooks accepts neither delete nor void on bill payments through the API, so unwinding one means removing the Line that links the bill with this tool, which returns the bill to outstanding.

• list_purchase_orders read

  List purchase orders

  List purchase orders raised with suppliers. Filter on DocNumber, TxnDate or MetaData.LastUpdatedTime.

• get_purchase_order read

  Get purchase order

  Get one purchase order by Id, including its lines and open/closed status.

• create_purchase_order write

  Create purchase order

  Raise a purchase order with a supplier. Needs VendorRef and at least one Line.

• update_purchase_order write

  Update purchase order

  Update a purchase order. Patches only the fields you pass. Set POStatus to Closed once it is fulfilled.

• delete_purchase_order write

  Delete purchase order

  Delete a purchase order permanently. Safe to expose because a purchase order is a commitment document that never posts to the general ledger — deleting one changes no financial record. Cannot be undone.

• send_purchase_order write

  Send purchase order

  Email a purchase order to the supplier from QuickBooks. Sends to the order's own POEmail unless send_to is given, in which case QuickBooks also updates the stored address. This puts a real email in the supplier's inbox and cannot be undone.

• list_expenses read

  List expenses

  List expenses — money spent directly, without a supplier bill first (card purchases, cash, cheques).

• get_expense read

  Get expense

  Get one expense by Id, including its lines and funding account.

• create_expense write

  Create expense

  Record an expense paid directly. Needs PaymentType, AccountRef and at least one Line. Use a bill instead when the supplier invoiced you and you will pay later.

• update_expense write

  Update expense

  Update an expense. Patches only the fields you pass. QuickBooks supports neither delete nor void on expenses.

• list_vendor_credits read

  List vendor credits

  List vendor credits — credits a supplier has issued you, which can be applied against their bills.

• get_vendor_credit read

  Get vendor credit

  Get one vendor credit by Id.

• create_vendor_credit write

  Create vendor credit

  Record a credit from a supplier. Needs VendorRef and at least one Line. Apply it by linking it from a bill payment.

• update_vendor_credit write

  Update vendor credit

  Update a vendor credit. Patches only the fields you pass. QuickBooks supports neither delete nor void on vendor credits.

• list_journal_entries read

  List journal entries

  List journal entries. Filter on DocNumber, TxnDate or MetaData.LastUpdatedTime.

• get_journal_entry read

  Get journal entry

  Get one journal entry by Id, including every debit and credit line.

• create_journal_entry write

  Create journal entry

  Post a journal entry. Needs at least two Lines whose debits and credits balance exactly. This writes directly to the general ledger — prefer a purpose-built transaction (invoice, bill, expense) where one fits.

• update_journal_entry write

  Update journal entry

  Update a journal entry. Patches only the fields you pass; debits must still balance credits. QuickBooks supports neither delete nor void on journal entries.

• list_deposits read

  List deposits

  List bank deposits.

• get_deposit read

  Get deposit

  Get one deposit by Id, including everything banked in it.

• create_deposit write

  Create deposit

  Record a bank deposit. Needs DepositToAccountRef and at least one Line. Use LinkedTxn lines to bank payments sitting in undeposited funds.

• update_deposit write

  Update deposit

  Update a deposit. Patches only the fields you pass. QuickBooks supports neither delete nor void on deposits.

• list_transfers read

  List transfers

  List transfers between the company's own accounts.

• get_transfer read

  Get transfer

  Get one transfer by Id.

• create_transfer write

  Create transfer

  Move money between two of the company's own accounts. Needs FromAccountRef, ToAccountRef and Amount.

• update_transfer write

  Update transfer

  Update a transfer. Patches only the fields you pass. QuickBooks supports neither delete nor void on transfers.

• list_accounts read

  List accounts

  List the chart of accounts. Filter by Name, or use quickbooks_run_query for AccountType.

• get_account read

  Get account

  Get one account by Id, including its type, balance and parent.

• create_account write

  Create account

  Add an account to the chart of accounts. Needs Name and AccountType (or AccountSubType).

• update_account write

  Update account

  Update an account. Patches only the fields you pass.

• deactivate_account write

  Make account inactive

  Make an account inactive. QuickBooks does not allow accounts to be deleted, so this is the only way to retire one. Every historical transaction posted to it stays intact and correct; it simply stops appearing in pickers. Reversible by updating the account with Active true.

• list_budgets read

  List budgets

  List budgets defined in QuickBooks. Read-only — the QuickBooks API exposes no way to create or change a budget.

• get_budget read

  Get budget

  Get one budget by Id, including its per-period amounts by account.

• list_customers read

  List customers

  List customers. Filter by name parts or BalanceWithJobs; use quickbooks_run_query for anything else.

• get_customer read

  Get customer

  Get one customer by Id, including their balance, addresses and terms.

• create_customer write

  Create customer

  Create a customer. Needs DisplayName (or name parts QuickBooks can build one from), which must be unique.

• update_customer write

  Update customer

  Update a customer. Patches only the fields you pass.

• deactivate_customer write

  Make customer inactive

  Make a customer inactive. QuickBooks does not allow customers to be deleted, so this is the only way to retire one. Their invoices and payment history stay intact; they simply stop appearing in pickers. Reversible by updating with Active true.

• list_vendors read

  List vendors

  List vendors and suppliers. Filter by name parts; use quickbooks_run_query for anything else.

• get_vendor read

  Get vendor

  Get one vendor by Id, including their balance, terms and tax identifier.

• create_vendor write

  Create vendor

  Create a vendor. Needs DisplayName (or name parts), which must be unique.

• update_vendor write

  Update vendor

  Update a vendor. Patches only the fields you pass.

• deactivate_vendor write

  Make vendor inactive

  Make a vendor inactive. QuickBooks does not allow vendors to be deleted, so this is the only way to retire one. Their bills and payment history stay intact. Reversible by updating with Active true.

• list_employees read

  List employees

  List employees recorded in QuickBooks. Filter by name parts.

• get_employee read

  Get employee

  Get one employee by Id, including their address and billing rate.

• create_employee write

  Create employee

  Create an employee record. Needs GivenName and FamilyName. This is the QuickBooks name-list record used for time tracking and expenses — it is not payroll enrolment.

• update_employee write

  Update employee

  Update an employee. Patches only the fields you pass.

• deactivate_employee write

  Make employee inactive

  Make an employee inactive. QuickBooks does not allow employees to be deleted, so this is the only way to retire one. Their time entries and expense history stay intact. Reversible by updating with Active true. If this fails with 'the release date cannot come before the hire date', the employee has a HiredDate and QuickBooks is refusing the release date it derives — set ReleasedDate explicitly with update_employee first, then retry.

• list_customer_types read

  List customer types

  List customer types — the categories customers can be grouped into for reporting. Read-only: QuickBooks exposes no API to create or change a customer type, so they must be set up in QuickBooks itself.

• get_customer_type read

  Get customer type

  Get one customer type by Id.

• list_items read

  List items

  List products and services. Filter by Name, Sku, Description or Type.

• get_item read

  Get item

  Get one item by Id, including its price, cost, accounts and stock level.

• create_item write

  Create item

  Create a product or service. Needs Name and Type. An Inventory item also needs IncomeAccountRef, ExpenseAccountRef, AssetAccountRef and InvStartDate; a Service or NonInventory item needs only IncomeAccountRef.

• update_item write

  Update item

  Update an item. Patches only the fields you pass. Type cannot meaningfully change once transactions reference the item.

• deactivate_item write

  Make item inactive

  Make an item inactive. QuickBooks does not allow items to be deleted, so this is the only way to retire one. Every past transaction using it stays intact; it just stops appearing in pickers. Reversible by updating with Active true.

• list_classes read

  List classes

  List classes — the cost-centre style tags transactions can be split by. Filter by Active.

• get_class read

  Get class

  Get one class by Id.

• create_class write

  Create class

  Create a class. Needs a unique Name. Class tracking should be switched on in the company's settings for classes to appear in QuickBooks, though the API accepts a create either way.

• update_class write

  Update class

  Update a class. Patches only the fields you pass.

• deactivate_class write

  Make class inactive

  Make a class inactive. QuickBooks does not allow classes to be deleted; transactions already tagged with it keep the tag. Reversible by updating with Active true.

• list_departments read

  List departments

  List departments — what QuickBooks shows as Locations in most regions.

• get_department read

  Get department

  Get one department by Id.

• create_department write

  Create department

  Create a department (location). Needs a unique Name. Location tracking should be switched on in the company's settings for departments to appear in QuickBooks, though the API accepts a create either way.

• update_department write

  Update department

  Update a department. Patches only the fields you pass.

• deactivate_department write

  Make department inactive

  Make a department inactive. QuickBooks does not allow deletion; transactions already assigned to it keep the assignment. Reversible by updating with Active true.

• list_terms read

  List payment terms

  List payment terms. Filter by Name or Active.

• get_term read

  Get payment term

  Get one payment term by Id, including its due and discount days.

• create_term write

  Create payment term

  Create a payment term. Needs a unique Name, plus DueDays for a standard term or DayOfMonthDue for a date-driven one.

• update_term write

  Update payment term

  Update a payment term. Patches only the fields you pass.

• deactivate_term write

  Make payment term inactive

  Make a payment term inactive. QuickBooks does not allow deletion; documents already using it keep it. Reversible by updating with Active true.

• list_payment_methods read

  List payment methods

  List payment methods — how money comes in and goes out (cash, cheque, bank transfer, card).

• get_payment_method read

  Get payment method

  Get one payment method by Id.

• create_payment_method write

  Create payment method

  Create a payment method. Needs a unique Name.

• update_payment_method write

  Update payment method

  Update a payment method. Patches only the fields you pass.

• deactivate_payment_method write

  Make payment method inactive

  Make a payment method inactive. QuickBooks does not allow deletion; transactions already using it keep it. Reversible by updating with Active true.

• list_tax_codes read

  List tax codes

  List the company's tax codes. Read these before setting SalesTaxCodeRef on an item or TxnTaxDetail on a transaction — the ids are company-specific. Read-only: QuickBooks creates tax codes through a separate service, and this connector deliberately does not expose it because a wrong tax code silently mistreats every transaction that uses it.

• get_tax_code read

  Get tax code

  Get one tax code by Id, including the sales and purchase tax rates it applies.

• list_tax_rates read

  List tax rates

  List the company's tax rates, including the percentage each applies and which agency it is remitted to. Read-only for the same reason as tax codes.

• get_tax_rate read

  Get tax rate

  Get one tax rate by Id, including its percentage and agency.

• list_tax_agencies read

  List tax agencies

  List tax agencies — the bodies the company remits tax to.

• get_tax_agency read

  Get tax agency

  Get one tax agency by Id.

• create_tax_agency write

  Create tax agency

  Create a tax agency. Needs a unique DisplayName. An agency must exist before a tax code can be set up to remit to it.

• get_company_info read

  Get company info

  Read the connected QuickBooks company: legal and trading name, addresses, fiscal year start, country and the QuickBooks edition. Useful for confirming which company file the connection points at.

• get_preferences read

  Get company preferences

  Read the company's QuickBooks settings: accounting method (cash or accrual), whether class and location tracking are on, tax setup, default terms, and which features are enabled. Read this before assuming a feature is available — many fields elsewhere only work when the matching preference is on. Read-only by design; changing these is setup-admin work best done in QuickBooks itself.

• list_currencies read

  List currencies

  List the currencies enabled on this company. Multi-currency companies only.

• get_currency read

  Get currency

  Get one enabled currency by Id.

• create_currency write

  Create currency

  Enable a currency on the company. Needs an ISO 4217 Code. Multi-currency must be switched on in the company's settings first, and once enabled a currency cannot be removed.

• update_currency write

  Update currency

  Update an enabled currency. Patches only the fields you pass.

• deactivate_currency write

  Make currency inactive

  Make a currency inactive. Transactions already recorded in it are unaffected. Reversible by updating with Active true.

• list_exchange_rates read

  List exchange rates

  List exchange rates QuickBooks holds. ALWAYS filter — filter on SourceCurrencyCode (e.g. 'USD') and AsOfDate ('YYYY-MM-DD'), because unfiltered this returns every rate for every currency, oldest first (the first page comes back years out of date). Note this returns rows even on a SINGLE-currency company, where they are Intuit's own reference table and mean nothing for the books. Rates carry no Id, so there is no read-by-id.

• list_journal_codes read

  List journal codes

  List journal codes. France-only feature — this returns nothing on companies in other regions.

• get_journal_code read

  Get journal code

  Get one journal code by Id.

• list_attachments read

  List attachments

  List attachments and standalone notes recorded against records in this company.

• get_attachment read

  Get attachment

  Get one attachment by Id, including what it is attached to.

• create_attachment write

  Create attachment

  Create an attachment record or a standalone note, and link it to a transaction via AttachableRef. This records the METADATA only — uploading file bytes is not supported by this connector yet, so use it for notes or for linking records rather than for sending documents.

• update_attachment write

  Update attachment

  Update an attachment's note, category or what it is attached to. Patches only the fields you pass.

• list_recurring_transactions read

  List recurring transactions

  List recurring transaction templates — the scheduled invoices, bills and journal entries QuickBooks generates automatically.

• get_recurring_transaction read

  Get recurring transaction

  Get one recurring transaction template by Id, including its schedule.

• delete_recurring_transaction write

  Delete recurring transaction

  Delete a recurring transaction template permanently. Safe to expose because this is a TEMPLATE, not a transaction: deleting it stops future occurrences and changes nothing already posted. Cannot be undone.

• list_reimbursable_charges read

  List reimbursable charges

  List reimbursable charges — billable costs waiting to be passed on to a customer.

• get_reimbursable_charge read

  Get reimbursable charge

  Get one reimbursable charge by Id.

• list_time_activities read

  List time entries

  List time entries recorded against employees and contractors.

• get_time_activity read

  Get time entry

  Get one time entry by Id, including hours, customer and billable status.

• create_time_activity write

  Create time entry

  Record time worked. Needs NameOf plus the matching EmployeeRef or VendorRef, and TxnDate. Give either Hours and Minutes, or StartTime and EndTime. Set CustomerRef, ItemRef and BillableStatus to make it billable.

• update_time_activity write

  Update time entry

  Update a time entry. Patches only the fields you pass. QuickBooks time entries have no delete here — a time entry may already have been billed to a customer or paid to an employee.

• get_profit_and_loss read

  Profit and loss

  Profit and loss for a period: income, cost of sales, expenses and net profit. The headline 'how did we do' report. Use summarize_column_by 'Month' to get a monthly trend in one call.

• get_profit_and_loss_detail read

  Profit and loss detail

  Profit and loss broken down to individual transactions under each account. Use when a P&L figure needs explaining.

• get_balance_sheet read

  Balance sheet

  Assets, liabilities and equity as at a date. Pass end_date for the as-at date.

• get_cash_flow read

  Cash flow

  Cash movements for a period, grouped by operating, investing and financing activity.

• get_trial_balance read

  Trial balance

  Debit and credit balance of every account as at a date. The standard starting point for reconciliation and year end.

• get_general_ledger read

  General ledger

  Every transaction with its debits and credits, grouped by account. Large — filter with account and a tight date range.

• get_account_list_report read

  Account list

  The chart of accounts with balances and account types.

• get_aged_receivables read

  Aged receivables

  Who owes the company money, bucketed by how overdue it is. The 'who do we chase' report.

• get_aged_payables read

  Aged payables

  Who the company owes money to, bucketed by how overdue it is.

• get_customer_balance read

  Customer balances

  Outstanding balance per customer.

• get_vendor_balance read

  Vendor balances

  Outstanding balance owed to each supplier.

• get_sales_by_customer read

  Sales by customer

  Sales totals per customer for a period — who actually buys. Use summarize_column_by 'Month' for a trend. For revenue AND cost per customer instead, run get_report with 'CustomerIncome'.

• get_sales_by_product read

  Sales by product or service

  Sales totals per item for a period — what actually sells, with quantity, average price and, for stocked items, COGS and gross margin.

• get_transaction_list read

  Transaction list

  Every transaction in a period, across all types. Filter with customer, vendor, account or a tight date range.

• get_report read

  Get any report

  Run any QuickBooks report by name. Use this for reports without a dedicated tool — inventory valuation, journal, aged detail breakdowns, and the sales-by-class ('ClassSales') and sales-by-department ('DepartmentSales') cuts. Returns the raw QuickBooks report structure: Header, Columns, and a recursive Rows tree with Summary subtotal rows. Note 'TaxSummary' is a GST/VAT report and is refused on US companies.

• run_query read

  Run a QuickBooks query

  Run a read-only QuickBooks query for filters the typed list tools do not offer. The language is SQL-like but limited: SELECT * or COUNT(*) FROM one entity, WHERE with = != < > <= >= IN LIKE, ORDERBY, STARTPOSITION (1-based) and MAXRESULTS (max 1000). No JOINs. String literals use single quotes, doubled to escape. Only fields QuickBooks marks filterable can appear in WHERE — an unfilterable one returns an error, which is how you discover what works.

• get_changed_entities read

  Get changed entities

  Change Data Capture: everything of the given types created, updated or DELETED since a timestamp. This is the only way to learn about deletions — an ordinary query only ever returns records that still exist, so a sync built on list tools alone silently keeps rows QuickBooks has removed. The timestamp can be at most 30 days ago.

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