Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Description from the maker (original English)
QuickBooks Online MCP server: invoices, bills, customers, vendors, employees, and accounts
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.
QUICKBOOKS_CLIENT_ID, QUICKBOOKS_CLIENT_SECRET, QUICKBOOKS_REFRESH_TOKEN, QUICKBOOKS_REALM_ID, QUICKBOOKS_ENVIRONMENT, MCP_HOST_BRIDGE_STATE, MINDSTONE_REBEL_BRIDGE_STATEValues marked secret are keys to your account. Never share them or paste them into a chat.
You need
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Pick your app above. We remember it, so next time the button says “Install in …”.
Open Claude Desktop → Settings → Developer → Edit Config, and paste this into claude_desktop_config.json
{
"mcpServers": {
"quickbooks": {
"command": "npx",
"args": [
"-y",
"@mindstone/mcp-server-quickbooks"
],
"env": {
"QUICKBOOKS_CLIENT_ID": "your-value",
"QUICKBOOKS_CLIENT_SECRET": "your-value",
"QUICKBOOKS_REFRESH_TOKEN": "your-value",
"QUICKBOOKS_REALM_ID": "your-value",
"QUICKBOOKS_ENVIRONMENT": "your-value",
"MCP_HOST_BRIDGE_STATE": "your-value",
"MINDSTONE_REBEL_BRIDGE_STATE": "your-value"
}
}
}
}Run this in your terminal
claude mcp add quickbooks --env QUICKBOOKS_CLIENT_ID=your-value --env QUICKBOOKS_CLIENT_SECRET=your-value --env QUICKBOOKS_REFRESH_TOKEN=your-value --env QUICKBOOKS_REALM_ID=your-value --env QUICKBOOKS_ENVIRONMENT=your-value --env MCP_HOST_BRIDGE_STATE=your-value --env MINDSTONE_REBEL_BRIDGE_STATE=your-value -- npx -y @mindstone/mcp-server-quickbooksFill in the empty values before running it.
Paste into .cursor/mcp.json in your project, or ~/.cursor/mcp.json
{
"mcpServers": {
"quickbooks": {
"command": "npx",
"args": [
"-y",
"@mindstone/mcp-server-quickbooks"
],
"env": {
"QUICKBOOKS_CLIENT_ID": "your-value",
"QUICKBOOKS_CLIENT_SECRET": "your-value",
"QUICKBOOKS_REFRESH_TOKEN": "your-value",
"QUICKBOOKS_REALM_ID": "your-value",
"QUICKBOOKS_ENVIRONMENT": "your-value",
"MCP_HOST_BRIDGE_STATE": "your-value",
"MINDSTONE_REBEL_BRIDGE_STATE": "your-value"
}
}
}
}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.
Paste into .vscode/mcp.json in your project
{
"servers": {
"quickbooks": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@mindstone/mcp-server-quickbooks"
],
"env": {
"QUICKBOOKS_CLIENT_ID": "your-value",
"QUICKBOOKS_CLIENT_SECRET": "your-value",
"QUICKBOOKS_REFRESH_TOKEN": "your-value",
"QUICKBOOKS_REALM_ID": "your-value",
"QUICKBOOKS_ENVIRONMENT": "your-value",
"MCP_HOST_BRIDGE_STATE": "your-value",
"MINDSTONE_REBEL_BRIDGE_STATE": "your-value"
}
}
}
}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.
This one runs on your computer, and ChatGPT can only connect to servers on the internet. Pick another app.
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QUICKBOOKS_ENVIRONMENT envMCP_HOST_BRIDGE_STATE envMINDSTONE_REBEL_BRIDGE_STATE envThese settings are generated from the maker’s registry entry. If the README says otherwise, follow the README.
Runs on your computer; the tool list appears in your AI app after you install it.
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 with the GitHub account mindstone, which owns the repo
We have not read this repo from GitHub yet
We have not read this repo from GitHub yet
This one runs on your computer; there is no internet endpoint
Runs on your computer and uses local settings instead
Runs on your computer; we can only read tool lists from internet endpoints
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.
You need to fill in: QUICKBOOKS_CLIENT_ID, QUICKBOOKS_CLIENT_SECRET, QUICKBOOKS_REFRESH_TOKEN, QUICKBOOKS_REALM_ID
It runs on your computer. Your AI app starts it when needed, and data does not pass through the maker’s servers (unless it calls an online service itself).
The GitHub repo last changed –, and the latest version (0.4.3) reached the registry 24 days ago.
Apps that support MCP, such as Claude Desktop, Claude Code, Cursor and VS Code. You also need Node.js on your computer.
In the same category: Finance Toolkit, SolidInvoice, Korea Tax Calculator
Servers in the same category from other makers, sorted by stars.
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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QuickBooks Online MCP server for Model Context Protocol hosts. Manage invoices, bills, customers, vendors, employees, and accounts in QuickBooks Online through a standardised MCP interface.
QUICKBOOKS_REFRESH_TOKEN)STATUS.jsonEvery QuickBooks-mutating tool (create_quickbooks_invoice, create_quickbooks_bill, create_quickbooks_customer, create_quickbooks_vendor, create_quickbooks_estimate, send_quickbooks_invoice_email, update_quickbooks_invoice, update_quickbooks_customer, update_quickbooks_vendor) executes its write without any opt-in: capability is enabled by default and the host's tool-approval layer is the gate. Read-only tools (list_*, get_*, query_*, download_*, configure_quickbooks) are unaffected.
Versions 0.3.0–0.4.0 gated these writes behind a QB_ALLOW_PROD_WRITES=1 environment variable. That gate has been removed; the variable is no longer read and can be deleted from host configurations.
After clicking the button, your host will prompt you to fill: QUICKBOOKS_CLIENT_ID, QUICKBOOKS_CLIENT_SECRET, QUICKBOOKS_REFRESH_TOKEN, QUICKBOOKS_REALM_ID, QUICKBOOKS_ENVIRONMENT.
Manual config for Claude Desktop / Claude Code / Goose / Continue.dev (QuickBooks Online)
{
"mcpServers": { "QuickBooks Online": { "command": "npx", "args": [ "-y", "@mindstone/mcp-server-quickbooks" ], "env": { "QUICKBOOKS_CLIENT_ID": "", "QUICKBOOKS_CLIENT_SECRET": "", "QUICKBOOKS_REFRESH_TOKEN": "", "QUICKBOOKS_REALM_ID": "", "QUICKBOOKS_ENVIRONMENT": "production" } } } }
cd <path-to-repo>/connectors/quickbooks
npm install npm run build
npx -y @mindstone/mcp-server-quickbooks
node dist/index.js
QUICKBOOKS_CLIENT_ID — Intuit Developer app client IDQUICKBOOKS_CLIENT_SECRET — Intuit Developer app client secretQUICKBOOKS_REFRESH_TOKEN — OAuth 2.0 refresh tokenQUICKBOOKS_REALM_ID — QuickBooks company (realm) IDQUICKBOOKS_ENVIRONMENT — sandbox or production (default: production)MCP_HOST_BRIDGE_STATE — optional path to a host bridge state file used for credential managementMINDSTONE_REBEL_BRIDGE_STATE — backwards-compatible alias for MCP_HOST_BRIDGE_STATE{
"mcpServers": { "QuickBooks": { "command": "npx", "args": ["-y", "@mindstone/mcp-server-quickbooks"], "env": { "QUICKBOOKS_CLIENT_ID": "your-client-id", "QUICKBOOKS_CLIENT_SECRET": "your-client-secret", "QUICKBOOKS_REFRESH_TOKEN": "your-refresh-token", "QUICKBOOKS_REALM_ID": "your-realm-id" } } } }
{
"mcpServers": { "QuickBooks": { "command": "node", "args": [" /connectors/quickbooks/dist/index.js"], "env": { "QUICKBOOKS_CLIENT_ID": "your-client-id", "QUICKBOOKS_CLIENT_SECRET": "your-client-secret", "QUICKBOOKS_REFRESH_TOKEN": "your-refresh-token", "QUICKBOOKS_REALM_ID": "your-realm-id" } } } }
configure_quickbooks — Configure QuickBooks Online OAuth credentialsquery_quickbooks — Run a QuickBooks query using QuickBooks Query Languageget_quickbooks_entity — Get a single entity by type and IDget_quickbooks_report — Run a financial report (ProfitAndLoss, BalanceSheet, CashFlow, AgedReceivables, AgedPayables)list_quickbooks_customers — List customerscreate_quickbooks_customer — Create a new customerupdate_quickbooks_customer — Sparse-update a customer (deactivate with active: false)list_quickbooks_vendors — List vendorscreate_quickbooks_vendor — Create a new vendorupdate_quickbooks_vendor — Sparse-update a vendor (deactivate with active: false)list_quickbooks_invoices — List invoicescreate_quickbooks_invoice — Create a new invoiceupdate_quickbooks_invoice — Sparse-update invoice header fields (dueDate, memo, privateNote)send_quickbooks_invoice_email — Email an invoice to its customerdownload_quickbooks_invoice_pdf — Download an invoice as a PDF (saved to the system temp directory)list_quickbooks_estimates — List estimates (quotes)create_quickbooks_estimate — Create a new estimatelist_quickbooks_bills — List bills (accounts payable)create_quickbooks_bill — Create a new billlist_quickbooks_employees — List employeeslist_quickbooks_accounts — List chart of accountsText authored inside QuickBooks (customer/vendor display names, memos, line descriptions, report cells) is attacker-influenceable, so the connector wraps it in envelopes before returning it to the model. Typed entity payloads are sanitized deny-by-default: every string is enveloped — including strings inside arrays, which have no key context — unless its key is a narrow structural predicate (IDs, SyncToken, dates/timestamps, enums) and its value passes a shape guard. query_quickbooks, get_quickbooks_entity, and reports envelope every string key and value wholesale. Structural values such as Id, SyncToken, dates, and amounts are left untouched so they stay usable as inputs to follow-up calls.
FSL-1.1-MIT — Functional Source License, Version 1.1, with MIT future licence. The software converts to MIT licence on 2030-04-08.