Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
QuickBooks Desktop MCP server: all 240 qbXML operations for Claude, ChatGPT, Cursor and VS Code
These three are never merged into one score: opinions, measurements and popularity are different things.
We have not written a plain-language summary for this one yet. Below are the facts we read from the registry.
Pick the AI app you use, then copy the settings.
You need
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Pick your app above. We remember it, so next time the button says “Install in …”.
Works in Claude on the web, desktop and mobile:
https://{remote_address}/mcpThe address contains {…} parts that only you know (such as your account), so copy it and fill them in.
Download the maker’s .mcpb file
The link goes to the maker’s own file; we do not host or repackage it. Open the file and Claude Desktop installs it.
Run this in your terminal
claude mcp add --transport http quickbooks-desktop 'https://{remote_address}/mcp'The address contains {…} parts that only you know (such as your account), so copy it and fill them in.
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"quickbooks-desktop": {
"url": "https://{remote_address}/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.
The address contains {…} parts that only you know (such as your account), so copy it and fill them in.
Paste into .vscode/mcp.json in your project
{
"servers": {
"quickbooks-desktop": {
"type": "http",
"url": "https://{remote_address}/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:
https://{remote_address}/mcpThe address contains {…} parts that only you know (such as your account), so copy it and fill them in.
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.
The address needs your own values, so we cannot read the tool list for you.
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 7, 2026
The registry name was verified against the domain ledgercrossing.com (the registry checks domain ownership)
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
The address needs your own account values, so we cannot check it for you
The address needs your own account values, so we cannot check it for you
Not checked yet; we read the tool list when we check the endpoint
Compared with every active server in this category in the registry. Stars count only when the publisher owns the repo.
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.
The registry does not list a required key, though some servers ask you to sign in on first use.
Either way works: install it on your computer or connect to the cloud version.
The GitHub repo last changed –, and the latest version (1.15.1) reached the registry 8 days ago.
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.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
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Reading a card:★ GitHub starsiThree pillars: reviews · checks · usageiUpdated = latest version published to the registryi
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
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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.
LedgerCrossing gives QuickBooks Desktop (Pro, Premier, Enterprise) an HTTP/qbXML API and an MCP server that your apps and AI agents can reach from anywhere: the same machine, your office network, or the internet through LedgerCrossing Remote.
Claude, ChatGPT, Cursor, VS Code and any other MCP client get six tools covering all 240 qbXML operations. Your own code gets POST /api/v1/qbxml: send qbXML, get qbXML back. No SOAP service to host, and no Web Connector polling.
This repository holds documentation, examples, the MCP Registry entry (`server.json`) and, in its releases, the Claude Desktop extension bundle (`.mcpb`). The LedgerCrossing app itself is a commercial Windows app: a one-time purchase, licensed per machine, with unlimited company files. See ledgercrossing.com for pricing. Its source is not in this repository, and nothing here works without the app installed on the QuickBooks machine.
Compatibility: LedgerCrossing works with anything that can make a web request. Off-the-shelf
apps that sync through the Web Connector today are controlled by their vendors, and LedgerCrossing
is not a replacement underneath them. If you (or your developer) control the integration,
switching is straightforward: send the same qbXML you send today as an HTTP POST.
QuickBooks Desktop has no cloud API. It accepts qbXML only through a COM interface on the machine where it runs. Intuit's official AI connectors cover QuickBooks Online, not Desktop. LedgerCrossing runs beside QuickBooks on that machine and turns it into an endpoint your tools can call.
Pick the path by where the AI runs relative to the QuickBooks computer.
| Client | From | How | Needs |
|---|---|---|---|
| Claude Desktop | the QuickBooks computer | .mcpb bundle | nothing to copy |
| Claude Desktop | another computer in the office | .mcpb bundle + address and API key | Settings > Allowed Connections > Local network turned on |
| claude.ai, ChatGPT, Meta Muse | anywhere | LedgerCrossing Remote ($39/mo) | per-person sign-in (OAuth); Meta Muse needs LedgerCrossing 1.15.1 or later |
| Claude Code, Cursor, VS Code | any of the above | HTTP config | MCP URL + API key (same machine or office); sign-in over Remote |
| Codex, Gemini CLI | the QuickBooks computer or the office | quickstart | nothing on the QuickBooks computer (stdio); MCP URL + API key from another computer |
The MCP endpoint is http:// :8284/mcp (streamable HTTP). Settings > Allowed Connections in the app shows the exact address and the API key.
ledgercrossing.mcpb from this repository's latest release..mcpb, so double-clicking it won't work.)http://qb-server:8284) and paste the API key.Prefer a config file? See examples/mcp-configs/claude_desktop_config.json (stdio mode, same machine only).
claude mcp add --transport http quickbooks http://localhost:8284/mcp --header "X-Api-Key: YOUR_KEY"
Cursor and VS Code configs are in examples/mcp-configs/. From another office computer, replace localhost with the machine's name. From anywhere, connect over LedgerCrossing Remote with per-person sign-in, the same way as claude.ai (see /docs/connect).
Then ask: *"Which customers are 60+ days overdue?"*
| Tool | What it does |
|---|---|
list_operations | Lists or searches the 240 qbXML operations, with category and minimum QuickBooks version |
get_operation | Full field reference for one operation: element order, required fields, max lengths, enums |
validate_qbxml | Checks a request against the catalog without touching QuickBooks |
run_qbxml | Runs the qbXML in QuickBooks Desktop and returns the response |
explain_error | Turns a QuickBooks status code into what went wrong and what to change |
get_status | Is QuickBooks up, which company file is open, is the bridge connected |
The agent discovers what it needs on demand (list_operations → get_operation → validate_qbxml → run_qbxml), so the catalog never floods its context.
Before you connect an agent: it can write. On the QuickBooks computer and the office network, run_qbxml can create invoices, payments and edits, with the same power as the HTTP API. Over LedgerCrossing Remote, each person starts read-only until the owner allows changes. Unbounded queries are refused by default, and QuickBooks' Audit Trail records every posted transaction. Connect agents you trust, to company files you mean them to touch.
curl -s http://localhost:8284/api/v1/qbxml \
-H "X-Api-Key: YOUR_KEY" -H "Content-Type: application/json" \ -d '{"qbxml": "<?xml version=\"1.0\"?><?qbxml version=\"13.0\"?> 10 "}'
More in examples/: Python, Node.js and PowerShell, plus validating a request before sending it.
| Endpoint | Purpose |
|---|---|
POST /api/v1/qbxml | Run a qbXML request |
POST /api/v1/validate | Validate qbXML against the catalog, no QuickBooks round-trip |
GET /api/v1/docs?search= | Search the operation catalog |
GET /api/v1/docs/{operation} | Field reference for one operation, e.g. CustomerQuery |
GET /api/v1/errors/{code} | Explain a QuickBooks status code |
GET /api/v1/health | Liveness check |
POST /mcp | MCP endpoint (streamable HTTP) |
http://localhost:8284.The documentation, examples and server.json in this repository are MIT licensed (see LICENSE). The LedgerCrossing app and the .mcpb bundle are commercial software, licensed per machine under the terms at ledgercrossing.com. The MIT license does not cover them.
QuickBooks is a registered trademark of Intuit Inc. LedgerCrossing is an independent product for QuickBooks Desktop and is not affiliated with or endorsed by Intuit. Client names belong to their respective owners.