Accountingqb

Name: Accountingqb
Author: RCOLKITT

by RCOLKITTversion 3.16.0i★ –iRuns in the cloud

Registry namecom.accountingqb/accountingqb

Install

Overview

Description from the maker (original English)

QuickBooks Online for Claude: reports, bookkeeping cleanup, and US & Canadian tax prep.

PopNx MCP’s three pillars

These three are never merged into one score: opinions, measurements and popularity are different things.

User voiceiNo reviews yetReviews open together with accounts in a later step
Our basic checksi1 of 1 passedChecked from public information; code not scanned yet
UsageiNot measured yet★ –

What you can do with it

We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.

Connection: Runs in the cloud
Transport: Streamable HTTP
Category: Accounting, finance & tax

Install

Pick the AI app you use, then copy the settings.

Before you install

Basic checks: 1 of 1 passed
Runs on the maker’s server: what you ask it goes through their server.
The registry lists no key to fill in.

You need

Runs in the cloudNothing to install; it connects over the internet

Which app do you use?

ClaudeClaude CodeCursorVS CodeChatGPT

Pick your app above. We remember it, so next time the button says “Install in …”.

Works in Claude on the web, desktop and mobile:

Open Settings → Connectors
Press Add custom connector
Paste the address below and press Add
If it asks you to sign in, sign in with the maker

https://mcp.accountingqb.com/mcp

Run this in your terminal

claude mcp add --transport http accountingqb https://mcp.accountingqb.com/mcp

Open in Cursor

Or copy the settings yourself

Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json

{
  "mcpServers": {
    "accountingqb": {
      "url": "https://mcp.accountingqb.com/mcp"
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

Open in VS Code

Or copy the settings yourself

Paste into .vscode/mcp.json in your project

{
  "servers": {
    "accountingqb": {
      "type": "http",
      "url": "https://mcp.accountingqb.com/mcp"
    }
  }
}

Your browser asks to open the app, then the app shows the settings and asks you to confirm. Key values are left empty for you to fill in.

ChatGPT connects only to servers on the internet:

Open ChatGPT on the web → Settings → Connectors (Apps)
Press Create or Add (some plans need Developer mode under Advanced first)
Paste the address below, give it a name and save
If it asks you to sign in, sign in with the maker

https://mcp.accountingqb.com/mcp

Menu names can differ slightly by plan and over time.

Your choice stays on this device in a cookie; no account needed.

These settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.

What it can do

We have not read this server’s tool list yet; we check endpoints in rotation.

Basic checksi

We check information anyone can see; we have not read the code. Checks that do not apply are left out of the count. · Checked Nov 6, 2026

✓ Pass
Maker matches the repo
The registry name was verified against the domain accountingqb.com (the registry checks domain ownership)
… Not checked yet
Still maintained
We have not read this repo from GitHub yet
… Not checked yet
Has a licence
We have not read this repo from GitHub yet
… Not checked yet
Endpoint responds
Not checked yet; we check endpoints in rotation
… Not checked yet
Sign-in with OAuth
Not checked yet; we check endpoints in rotation
… Not checked yet
No hidden instructions in tool descriptions
Not checked yet; we read the tool list when we check the endpoint

Compared with others in Accounting, finance & taxi

More stars than 0% of the other 1720 servers in this category
Published to the registry more recently than 30% of the other 1720 servers in this category
Basic checks equal to or better than 100% of the other 1720 servers in this category

Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.

Common questions

Is Accountingqb safe?

It passed 1 of 1 applicable basic checks. We have not read the code. Before adding a key or token, see what access the server asks for and use a key with only the permissions you need.

What keys or codes does it need?

The registry does not list a required key, though some servers ask you to sign in on first use.

Does it run on my computer or in the cloud?

It runs in the maker’s cloud. Connect over the internet with nothing to install, but what you send passes through the maker’s servers.

Is it still maintained?

The GitHub repo last changed –, and the latest version (3.16.0) reached the registry 3 months ago.

Which apps can use it?

Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. It connects by URL, so apps that accept remote MCP servers work too, such as ChatGPT in developer mode.

What can I use instead?

In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator

Alternatives

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Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi

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README from the maker

Open the README

Copied from the maker’s repo as written. PopNx MCP has not reviewed or endorsed it. HTML, images and scripts are removed. Links lead off this site.

AccountingQB-MCP

The most comprehensive QuickBooks Online MCP server for Claude. Built for sole proprietors and small businesses who want to manage their books, run reports, and prep taxes through natural conversation.

144 tools covering transactions, reports, tax prep (US and Canada), reconciliation, smart bookkeeping, 1099/T4A reporting, GST/HST returns, anomaly detection, credit memos, vendor credits, cash flow forecasting, and profit margin analysis — all from Claude Desktop. Includes a CPA Workbook: a 15-page year-end binder (comparative statements, reconciliation tie-outs, tax payments made, owner's draws, tax organizer) exported to Excel for your accountant.

Canada support: works with Canadian QuickBooks Online companies out of the box — the server auto-detects the company's tax edition, applies sales tax codes (GST/HST/PST) on created transactions, and ships a full Canadian tax suite: GST/HST (GST34) return workpapers with the 50% meals ITC restriction, T2125 line mapping, a T2 corporate workpaper (GIFI Schedule 125 + Schedule 1 book-to-tax reconciliation — records only, never files), CCA schedules (half-year rule + Accelerated Investment Incentive), T4A/T5018 contractor reporting, and CRA instalment + CPP estimates. Multicurrency companies see per-transaction currency and exchange rates.

Built by Vaspera Capital — because QuickBooks deserved a real MCP server.

Quick Start

Prerequisites

Python 3.10+
A QuickBooks Online account (any plan)
Claude Desktop
An Intuit Developer account (free signup)

1. Clone and Install

git clone https://github.com/RCOLKITT/AccountingQB-MCP.git

cd AccountingQB-MCP pip install -r requirements.txt

2. Create Your Intuit Developer App

Go to developer.intuit.com and sign in
Click Create an App → select QuickBooks Online and Payments
Under Redirect URIs, add: http://localhost:8080/callback
Copy your Client ID and Client Secret

3. Run Setup

python setup.py

The setup wizard will:

Ask for your Client ID and Client Secret
Open your browser to authorize access to your QuickBooks company
Catch the OAuth callback automatically
Write your Claude Desktop configuration
Verify the connection works

That's it. Restart Claude Desktop and you're connected.

Manual Configuration (Advanced)

If you prefer to configure manually, add this to your Claude Desktop config:

macOS: ~/Library/Application Support/Claude/claude_desktop_config.json Windows: %APPDATA%\Claude\claude_desktop_config.json

"mcpServers": { "accountingqb": { "command": "python3", "args": ["/path/to/AccountingQB-MCP/server.py"], "env": { "QB_CLIENT_ID": "your_client_id", "QB_CLIENT_SECRET": "your_client_secret", "QB_REALM_ID": "your_company_id", "QB_REFRESH_TOKEN": "your_refresh_token", "QB_ENVIRONMENT": "production" } } } }

To get your refresh token manually, use the Intuit OAuth Playground.

Tools (130)

Company & Entities

Tool	Description
`qb_company_info`	Company name, EIN, address, fiscal year
`qb_list_accounts`	Full chart of accounts with balances
`qb_list_classes`	List classes (class-tracking segments)
`qb_list_departments`	List departments/locations (location tracking)
`qb_list_vendors`	Search vendors/suppliers
`qb_list_customers`	Search customers
`qb_list_items`	Products and services
`qb_create_vendor`	Create a new vendor
`qb_create_customer`	Create a new customer
`qb_update_vendor`	Update vendor details (email, phone, address)
`qb_update_customer`	Update customer details (email, phone, address)
`qb_create_account`	Add an account to chart of accounts
`qb_create_sub_account`	Create a sub-account under a parent
`qb_inactivate_account`	Hide unused accounts

Transactions

Tool	Description
`qb_list_transactions`	Purchases/expenses with filters
`qb_list_deposits`	Income and owner investments
`qb_list_transfers`	Account-to-account transfers
`qb_list_journal_entries`	Adjustments and reclassifications
`qb_list_journal_entries_by_memo`	Search JEs by memo text
`qb_list_bills`	Accounts payable
`qb_list_bill_payments`	Bill payments
`qb_list_sales_receipts`	Direct sales
`qb_list_payments`	Customer payments received
`qb_list_invoices`	Invoices with status filter
`qb_list_credit_memos`	Customer credit memos/refunds
`qb_list_vendor_credits`	Vendor credits received
`qb_list_estimates`	Estimates/quotes with status filter
`qb_search_transactions`	Search across ALL transaction types
`qb_list_purchase_orders`	List purchase orders — vendor, amount, Open/Closed status
`qb_list_recurring_transactions`	Recurring templates and schedules
`qb_transaction_detail`	Full detail for any single transaction
`qb_account_transactions`	All transactions hitting a specific account

Create & Modify

Tool	Description
`qb_create_expense`	Record a purchase/expense
`qb_create_invoice`	Create a customer invoice
`qb_create_bill`	Create a vendor bill
`qb_create_estimate`	Create a customer estimate/quote
`qb_create_journal_entry`	Record adjustments
`qb_create_deposit`	Record a bank deposit
`qb_create_transfer`	Transfer between accounts
`qb_create_credit_memo`	Issue a customer credit memo
`qb_create_vendor_credit`	Record a vendor credit
`qb_convert_estimate_to_invoice`	Convert an estimate into an invoice
`qb_record_bill_payment`	Record payment on a vendor bill
`qb_record_invoice_payment`	Record customer payment on invoice
`qb_update_transaction`	Update any transaction
`qb_void_transaction`	Void a transaction
`qb_delete_transaction`	Delete a transaction permanently
`qb_delete_journal_entry`	Permanently delete a JE
`qb_reclassify_transaction`	Move a transaction to a different account
`qb_bulk_update_vendor`	Bulk-assign vendor to multiple transactions
`qb_bulk_update_vendors_multi`	Bulk-assign multiple vendors in one call
`qb_batch_create_expenses`	Bulk expense import
`qb_batch_create_bills`	Bulk bill import
`qb_batch_create_journal_entries`	Bulk JE import

Reports & Analysis

Tool	Description
`qb_profit_loss`	P&L by total, month, quarter, or year
`qb_profit_loss_detail`	P&L drill-down — every transaction behind each line, by account
`qb_profit_loss_by_class`	P&L broken out by class (segment/program)
`qb_profit_loss_by_department`	P&L broken out by department/location
`qb_vendor_expenses`	Total spend by vendor (VendorExpenses report)
`qb_balance_sheet`	Balance sheet as of any date
`qb_sales_by_customer`	Total sales (income) by customer
`qb_sales_by_product`	Sales by product/service — quantity and amount
`qb_sales_by_class`	Sales broken out by class (segment/program)
`qb_sales_by_department`	Sales broken out by department/location
`qb_inventory_valuation`	Inventory on-hand quantity, asset value, avg cost as of a date
`qb_transaction_list`	Flexible transaction register for a date range
`qb_customer_balance_detail`	Open invoices per customer with line detail (AR drill-down)
`qb_vendor_balance_detail`	Open bills per vendor with line detail (AP drill-down)
`qb_cash_flow`	Statement of cash flows
`qb_cash_flow_forecast`	Multi-period cash flow projections
`qb_general_ledger`	All transactions by account
`qb_trial_balance`	Verify books are balanced
`qb_ar_aging`	What customers owe you
`qb_ap_aging`	What you owe vendors
`qb_expense_summary`	Expenses by category
`qb_income_summary`	Income by source
`qb_sales_tax_summary`	Sales tax collected by jurisdiction
`qb_sales_tax_nexus`	Economic-nexus screen — sales by ship-to state vs each state's sourced Wayfair threshold + liability by state
`qb_compare_periods`	Side-by-side period comparison
`qb_vendor_summary`	Top vendors by spend
`qb_profit_margin_analysis`	Profit margins by customer or item
`qb_budget_vs_actual`	Compare budget to actual spending
`qb_anomaly_detection`	Statistical anomaly and fraud detection

Tax Preparation

Tool	Description
`qb_tax_summary`	Expenses mapped to Schedule C lines
`qb_schedule_c`	Full IRS Schedule C line-by-line
`qb_schedule_c_detailed`	Granular Schedule C with QB account detail
`qb_estimate_quarterly_tax`	Federal + state estimated taxes
`qb_deduction_finder`	Find commonly missed deductions
`qb_depreciation_schedule`	Section 179 and MACRS schedules
`qb_1099_contractor_report`	1099-NEC contractor reporting with TIN/address validation
`qb_home_office_calculator`	Form 8829 home office deduction calculator
`qb_vehicle_depreciation_calculator`	Vehicle depreciation with business use %
`qb_payroll_checklist`	Payroll boundary checklist — wages/liability signals + W-2/1099, 941/940 items to hand your CPA

Canadian Tax (GST/HST, T2125, T2)

Tool	Description
`qb_gst_hst_return`	GST34 return workpaper — lines 101/103/105/106/108/109 with 50% meals ITC restriction, TaxSummary report, tax payments, and Quick Method note
`qb_t2125_summary`	CRA T2125 line-by-line mapping (8521 Advertising, 8523 Meals at 50%, 8910 Rent, ...)
`qb_t2_summary`	CRA T2 corporate workpaper — GIFI Schedule 125 income statement + Schedule 1 book-to-tax reconciliation (amortization line 104, 50% meals line 121, CCA line 403); records only, never files
`qb_cca_schedule`	Capital Cost Allowance by class — half-year rule, Accelerated Investment Incentive, Class 10.1/54 ceilings
`qb_t4a_contractor_report`	T4A box 048 contractor reporting with BN/address validation (T5018 note for construction)
`qb_estimate_instalments`	CRA instalments (Mar/Jun/Sep/Dec 15) + exact CPP/CPP2, with approximate federal/provincial tax
`qb_list_tax_codes`	Sales tax codes (name, combined rate, agency) — pass as `tax_code=` to create tools
`qb_list_tax_rates`	Individual sales tax rates and agencies

Smart Features

Tool	Description
`qb_uncategorized_transactions`	Find uncategorized transactions
`qb_find_duplicates`	Detect potential duplicates
`qb_auto_categorize_suggestions`	AI-suggested categories based on vendor history
`qb_monthly_burn_rate`	Monthly expense trends
`qb_runway_calculator`	Months of cash runway
`qb_fiscal_year_close_checklist`	Year-end close readiness check
`qb_books_health_audit`	Comprehensive books health audit
`qb_books_hygiene`	Structural audit: deleted-account postings, wrong-sign balances, misfiled card payments, dormant balances, statement attestation
`qb_month_end_close`	Month-end close checklist with status checks
`qb_unknown_vendor_report`	Find transactions with missing vendor names

Reconciliation & Attachments

Tool	Description
`qb_reconcile_invoices`	Match invoices against QB transactions
`qb_match_invoices_to_transactions`	Fuzzy-match with tolerance
`qb_upload_receipt`	Attach receipts to transactions
`qb_list_attachments`	List attached documents
`qb_missing_receipts`	Expenses ≥ threshold (default $75) with no receipt attached — IRS substantiation gap
`qb_change_audit_trail`	What changed since a date — created / updated / deleted transactions (QuickBooks CDC)

| `qb_bank

Only the beginning is shown; read the rest in the repo

Accountingqb

Overview

PopNx MCP’s three pillars

What you can do with it

Install

Before you install

What it can do

Basic checksi

Maker matches the repo

Still maintained

Has a licence

Endpoint responds

Sign-in with OAuth

No hidden instructions in tool descriptions

Compared with others in Accounting, finance & taxi

Common questions

Alternatives

Finance Toolkit

SolidInvoice

Korea Tax Calculator

README from the maker

AccountingQB-MCP

Quick Start

Prerequisites

1. Clone and Install

2. Create Your Intuit Developer App

3. Run Setup

Manual Configuration (Advanced)

Tools (130)

Company & Entities

Transactions

Create & Modify

Reports & Analysis

Tax Preparation

Canadian Tax (GST/HST, T2125, T2)

Smart Features

Reconciliation & Attachments