DeepLedger QuickBooks MCP Server for ChatGPT, Claude & AI

Name: DeepLedger QuickBooks MCP Server for ChatGPT, Claude & AI
Author: DeepLedger

by DeepLedgerversion 1.0.6i★ –iRuns in the cloud

Registry nameai.deepledger/mcp

Install

Overview

Description from the maker (original English)

Connect QuickBooks to ChatGPT, Claude & Grok. Record bills, invoices, journal entries. Run reports.

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.deepledger.ai/mcp

Run this in your terminal

claude mcp add --transport http deepledger https://mcp.deepledger.ai/mcp

Open in Cursor

Or copy the settings yourself

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

{
  "mcpServers": {
    "deepledger": {
      "url": "https://mcp.deepledger.ai/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": {
    "deepledger": {
      "type": "http",
      "url": "https://mcp.deepledger.ai/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.deepledger.ai/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 deepledger.ai (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 1721 servers in this category
Published to the registry more recently than 65% of the other 1721 servers in this category
Basic checks equal to or better than 100% of the other 1721 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 DeepLedger QuickBooks MCP Server for ChatGPT, Claude & AI 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 (1.0.6) reached the registry 21 days 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.

DeepLedger

AI staff accountant for QuickBooks

DeepLedger connects QuickBooks to Grok, ChatGPT, Claude and other AI agents, allowing businesses to record bills, invoices, payments, deposits, journal entries and other transactions, run financial reports, manage receivables and payables, and track month-end close using natural language.

This repository packages DeepLedger as a plugin for Claude Code, Cursor, Grok Build and Grok Bot. Install it, sign in with your DeepLedger account, and ask for bookkeeping in plain language. The agent works your QuickBooks company the way a staff accountant would: it looks up the payee, checks for duplicates, picks the right transaction type, records it, and hands anything it is not sure about to a human reviewer instead of guessing.

QuickBooks Online stays the ledger of record. DeepLedger holds the QuickBooks connection your company authorized through Intuit's own OAuth flow, so the plugin never sees Intuit credentials. One sign-in reaches every company you can open in the DeepLedger portal.

Who it is for

Small business owners and founders who keep their own books in QuickBooks Online and want the routine entries, categorization and reports done for them.
Bookkeepers and CPA firms managing many client companies. One connection switches between companies, every write follows the same protocol, and uncertain items land in a review queue with the agent's reasoning attached.
Finance teams who want the month-end close, reconciliation prep and management reports drafted for review rather than built from scratch.

What it does

Area	What the agent does
Bank feed	Pulls unrecorded bank and card transactions, categorizes them from the payee's QuickBooks history, records the obvious ones and creates review tasks for the rest
Recording	Records payments, bills, invoices, customer payments, deposits, transfers, refunds, credits and journal entries with an ID lookup and a duplicate check before every write
Payables and receivables	Enters bills and pays them against outstanding balances, invoices customers and applies their payments, applies credits, reports aging
Reconciliation	Matches a bank or card statement to the ledger and prepares the reconciliation workbook and open items
Month-end close	Works the close checklist, drafts adjusting entries and the Close Sheet, and hands the package to a reviewer for sign-off
Reports and analysis	Runs P&L, balance sheet, aging and custom reports, compares periods and explains what moved
Audit preparation	Builds supporting schedules, an evidence index and a missing-document list
Memory	Keeps durable per-company knowledge (policies, recurring patterns, context) and applies reviewer corrections going forward
Human review	Anything uncertain becomes a task with the agent's reasoning; reviewer decisions are applied verbatim

How to use it

Connect QuickBooks at deepledger.ai: Settings, QuickBooks, Connect. Repeat for each company you manage.
Install the plugin in your host (below) and sign in when the browser opens.
Ask in plain language. The bookkeeping skill activates on any accounting request:

   Which QuickBooks company is active?

Process the bank feed. Record: paid $500 to Office Depot for office supplies with the company credit card. Enter the Acme invoice for $2,400, net 30. Reconcile the operating account against the August statement. Generate a P&L for last month and compare it to the prior month. Close the books for June.

Review what it escalated. Open Tasks in the DeepLedger portal to approve, recategorize or dismiss items the agent was not sure about. Approved tasks are recorded on the next run.

The plugin itself is thin: a connector to DeepLedger's hosted MCP server and one skill. The skill does not carry procedures; it tells the agent which procedure to pull from the server's getGuide tool for each kind of request, so bookkeeping guidance updates on the server without a plugin release. There are no slash commands, agents, hooks or scripts.

Prerequisites

A DeepLedger account with at least one QuickBooks Online company connected at deepledger.ai (Settings, QuickBooks, Connect)
One of the hosts below

Install

Marketplace availability depends on each marketplace's review. Until a listing appears, use the local install for that host.

Claude Code

claude plugin marketplace add DeepLedger/deepledger-plugin

claude plugin install deepledger@deepledger-marketplace

Local development: claude --plugin-dir ./deepledger-plugin.

Cursor

Customize, Marketplace, search for DeepLedger, Add. Local install: clone this repository and symlink it into Cursor's local plugins folder, then reload Cursor.

git clone https://github.com/DeepLedger/deepledger-plugin.git

mkdir -p ~/.cursor/plugins/local ln -s "$(pwd)/deepledger-plugin" ~/.cursor/plugins/local/deepledger

Grok Build

DeepLedger is listed in the xAI plugin marketplace as a remote source pinned to a commit of this repository. Inside Grok Build open the extensions modal with /plugins (or browse with /marketplace), select DeepLedger and install it. Grok Build reads the .grok-plugin/plugin.json manifest, the skill and .mcp.json directly. Enable and trust the plugin so Grok can connect to the bundled MCP server; the first DeepLedger tool call opens the browser sign-in, and /mcps shows the connection.

To test before marketplace approval, install a pinned revision straight from GitHub:

grok plugin install DeepLedger/deepledger-plugin@<full-commit-sha> --trust

Local development: grok --plugin-dir ./deepledger-plugin.

Grok Bot

Settings, Plugins, search for DeepLedger, Add, then complete the sign-in in your browser. Attach the plugin to a task with @ and ask which QuickBooks company is active before requesting accounting work.

Sign-in

On first use the host discovers the server's OAuth 2.1 endpoints (authorization code with PKCE, dynamic client registration) and opens a browser sign-in. Sign in with your DeepLedger account and the connection is authorized. DeepLedger personal API keys (dl_live_...) are also accepted as Bearer tokens for programmatic clients. The transport is Streamable HTTP at https://mcp.deepledger.ai/mcp.

Network access and credentials

The plugin ships no scripts, binaries, hooks or shell commands. Everything it does goes through the hosted MCP server. The one runtime exception is the attachment upload below, where the server returns a shell-quoted curl command for the agent to run. The only network endpoints it reaches are:

Endpoint	Purpose
`https://mcp.deepledger.ai/mcp`	MCP server (Streamable HTTP). All QuickBooks reads and writes, guides, tasks, memory, documents and reports.
`https://mcp.deepledger.ai/.well-known/oauth-authorization-server`, `/oauth/register`, `/oauth/authorize`, `/oauth/token`, `/oauth/revoke`	OAuth 2.1 discovery, dynamic client registration, authorization code with PKCE, token refresh and revocation.
`https://deepledger.ai`	Browser sign-in page opened by the host during authorization.
`https://mcp.deepledger.ai/upload-to-qb`	File attachment upload. `documents` (operation `upload`) returns a `curl` command the agent runs to send one user-chosen local file (10 MB limit) to this path with a one-time token; the server forwards it to QuickBooks. It downloads and executes nothing.

Credentials: a DeepLedger account (OAuth sign-in in the browser, scope quickbooks). The host stores the resulting token; the plugin never sees, stores or transmits Intuit credentials, and it reads no local files, environment variables or secrets. QuickBooks access is scoped to the companies the signed-in user can already open in the DeepLedger portal.

How the skill works

The bookkeeping skill activates on any accounting request. It confirms the active QuickBooks company, then calls the server's getGuide tool with the guide type that matches the request and follows the returned steps, safety checklist and common mistakes:

Request	`getGuide` type
Record a payment, bill, invoice, customer payment, refund, credit, deposit, transfer or journal entry; categorize bank feed items; AP and AR writes	`transaction_recording`
Close a month, adjusting entries, Close Sheet	`month_end_closing`
Reconcile a statement, explain a reconciliation difference	`reconciliation`
Report comparisons, ratios, trends, budget variances	`financial_analysis`
Audit or review support, evidence index, missing documents	`audit_preparation`
A tool failure the agent cannot resolve from the response	`error_recovery` (per tool and error code)

Master data, agent memory, review tasks, documents and custom reports follow their tool descriptions; any QuickBooks write still goes through the transaction_recording protocol.

What the connector provides

The .mcp.json connector points at DeepLedger's official hosted MCP server. It installs no local binary. The server exposes 26 tools; every one operates on the active QuickBooks company and names it in its result.

Tool	Capability
`qbCompanyProfile`	Show, list or switch the active QuickBooks company
`qbMasterData`	Look up, create or update accounts, vendors, customers, items, classes and tax codes
`qbFetchTransactions`	Fetch transactions for duplicate checks, payee history and outstanding bills or invoices
`qbExpense`	Record or update a purchase paid now (card, ACH, check, cash)
`qbBill`	Record or update a vendor bill to pay later
`qbPayment`	Apply a customer payment to outstanding invoices, or pay outstanding bills applying vendor credits
`qbInvoice`	Create or update a customer invoice
`qbSalesReceipt`	Record a sale paid on the spot, or refund a customer
`qbDeposit`	Record a bank deposit, batching held payments or direct income lines
`qbTransfer`	Move money between the company's own accounts
`qbCredit`	Record a vendor or customer credit
`qbJournalEntry`	Record a balanced journal entry
`qbEstimate`	Create, update or convert an estimate
`qbRecurringTransaction`	Manage recurring transaction templates
`qbProject`	List, create, update and close QuickBooks projects
`qbCustomization`	Manage custom field definitions and transaction dimensions
`qbVoidTransaction`	Void an invoice, sales receipt, refund receipt, payment or bill payment
`qbSendEmail`	Email a sales document to the customer through QuickBooks
`qbReports`	Run profit and loss, balance sheet, aging and other QuickBooks reports
`getGuide`	Load the current bookkeeping procedure or a per-tool error playbook
`tasks`	Review tasks shared between the agent and the human reviewer
`agentMemory`	Read and maintain durable per-company knowledge
`bankFeed`	Fetch unrecorded bank transactions and stamp them once recorded
`documents`	Read documents from DeepLedger storage or QuickBooks attachments, and upload a file to a QuickBooks record
`customReports`	Run saved report definitions by name
`closeRun`	Track the month-end close and its Close Sheet

Safety model

Every QuickBooks write follows the server's protocol, carried by the transaction_recording guide and the tool descriptions:

Lookup: qbMasterData resolves vendor, customer and account IDs.
Duplicate check: qbFetchTransactions verifies no duplicate exists.
Decide: the agent records when the payee, category, tool and amount are obvious from the evidence and it is confident; it creates a review task with specific reasoning only wh

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

DeepLedger QuickBooks MCP Server for ChatGPT, Claude & AI

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

DeepLedger

Who it is for

What it does

How to use it

Prerequisites

Install

Claude Code

Cursor

Grok Build

Grok Bot

Sign-in

Network access and credentials

How the skill works

What the connector provides

Safety model