The problem
How it works
Intuit publishes a local MCP server that runs on your machine and signs in to one QuickBooks Online company with OAuth. It offers create, read, update, delete and search tools for 29 kinds of record, from customers and invoices to journal entries and deposits, plus reports such as the balance sheet, profit and loss, cash flow, trial balance, general ledger and aged receivables and payables. The README recommends starting with a sandbox company, which accepts a localhost OAuth callback, and shows three settings that stop the server from registering create, update or delete tools, leaving only get and search.
Results and limitations
This is the project’s README with setup steps and a tool list but no reported results, so it is marked planned.
Before you try it
Connecting a production company needs an app on the Intuit Developer Portal and a one-time sign-in through a public HTTPS callback, and the refresh token lapses after 100 days. The server writes the rotated refresh token back to its .env file, so keep that file private. Turn on all three disable settings for analysis, and if you do allow writes, try them on the sandbox company first and review every change; deletes void or remove records in your books. Results depend on your setup and were not independently reproduced by Top 200 Repos.
Tools and repositories
No ranked repository is involved. This use case still stands on its own source.
- Tools
- QuickBooks Online MCP Server · Node.js · Claude Code or another MCP client
- Prerequisites
- A QuickBooks Online company (or Intuit sandbox) and an app on the Intuit Developer Portal.
Try it yourself: Prepare a month-end receivables check
Fill the fields to adapt the prompt. Empty fields stay as visible [placeholders].
Using the QuickBooks tools in read-only mode, run the aged receivables report as of [As-of date]. List every customer with invoices more than [Days overdue] days overdue, with invoice numbers, amounts and due dates, and total them. Then compare the report total with the accounts receivable balance on the balance sheet for the same date and explain any difference. Do not create, change or delete anything.Check the totals against the same reports in QuickBooks before sending reminders.
Sources
- intuit/quickbooks-online-mcp-server (opens in a new tab)
Project documentation · github.com · Undated · Source checked 12 Nov 2026, 18:05 UTC
What this source supports
- A local stdio MCP server for QuickBooks Online with CRUD tools for 29 entity types and 11 financial reports
- Setup for Claude Code and other MCP clients, with OAuth 2.0 against a sandbox or production company
- QUICKBOOKS_DISABLE_WRITE, QUICKBOOKS_DISABLE_UPDATE and QUICKBOOKS_DISABLE_DELETE stop those tools being registered; read tools stay available
- Sandbox accepts localhost redirect URIs; production needs a public HTTPS callback for the first authorisation, and the refresh window is 100 days
- The server writes the rotated refresh token back to .env on each refresh