Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者による説明(英語の原文)
QuickBooks Online for Claude: reports, bookkeeping cleanup, and US & Canadian tax prep.
この3つを1つのスコアにまとめることはしません。意見、測定、人気はそれぞれ別のものだからです。
このサーバーのやさしい解説はまだ書いていません。以下はレジストリから読み取った事実です。
使っているAIアプリを選んで、設定をコピーしてください。
必要なもの
どのアプリを使っていますか?
上でアプリを選んでください。選んだアプリを覚えておくので、次からはボタンに「…にインストール」と表示されます。
ウェブ、デスクトップ、モバイルのClaudeで使えます:
https://mcp.accountingqb.com/mcpターミナルでこれを実行します
claude mcp add --transport http accountingqb https://mcp.accountingqb.com/mcpプロジェクトの .cursor/mcp.json、または ~/.cursor/mcp.json に貼り付けます
{
"mcpServers": {
"accountingqb": {
"url": "https://mcp.accountingqb.com/mcp"
}
}
}ブラウザがアプリを開いてよいか確認し、そのあとアプリが設定を表示して確認を求めます。キーの値は空欄のままなので、自分で入力してください。
プロジェクトの .vscode/mcp.json に貼り付けます
{
"servers": {
"accountingqb": {
"type": "http",
"url": "https://mcp.accountingqb.com/mcp"
}
}
}ブラウザがアプリを開いてよいか確認し、そのあとアプリが設定を表示して確認を求めます。キーの値は空欄のままなので、自分で入力してください。
ChatGPTがつなげるのは、インターネット上のサーバーだけです:
https://mcp.accountingqb.com/mcpメニューの名前は、プランや時期によって少し違うことがあります。
選んだアプリは、この端末のCookieに保存されます。アカウントは不要です。
この設定は、作者のレジストリ登録情報から作成しています。READMEと違う場合は、READMEに従ってください。
このサーバーのツール一覧はまだ読み取っていません。エンドポイントは順番にチェックしています。
誰でも見られる情報をチェックしており、コードは読んでいません。当てはまらない項目は数に入れていません。 · 2026年11月6日にチェック
レジストリ名はドメイン accountingqb.com で確認済みです(レジストリがドメインの所有を確認しています)
このリポジトリはまだGitHubから読み取っていません
このリポジトリはまだGitHubから読み取っていません
まだチェックしていません。エンドポイントは順番にチェックしています
まだチェックしていません。エンドポイントは順番にチェックしています
まだチェックしていません。エンドポイントをチェックするときにツール一覧を読み取ります
レジストリでこのカテゴリにある有効なすべてのサーバーと比較しています。スターは、公開者がリポジトリの所有者である場合だけ数えます。
当てはまる基本チェック1項目のうち1項目に合格しました。コードは読んでいません。キーやトークンを追加する前に、サーバーがどんなアクセスを求めているかを確認し、必要な権限だけを持つキーを使ってください。
レジストリには必須のキーは載っていません。ただし、最初に使うときにサインインを求めるサーバーもあります。
作者のクラウドで動きます。インストール不要でインターネット経由でつながりますが、送った内容は作者のサーバーを通ります。
GitHubリポジトリの最終更新は–、最新バージョン(3.16.0)がレジストリに届いたのは3 か月前です。
Claude Desktop、Claude Code、Cursor、VS CodeなどのMCP対応アプリで使えます。URLでつながるので、リモートMCPサーバーに対応したアプリ(開発者モードのChatGPTなど)でも使えます。
同じカテゴリには:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同じカテゴリで、ほかの作者が作ったサーバー。スターの多い順。
カードの見方:★ GitHubスターi3つの柱:レビュー · チェック · 利用状況i更新=最新バージョンをレジストリに公開した日i
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.
Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.
作者のリポジトリから書かれたとおりにコピーしたものです。PopNx MCPは内容を確認・推奨していません。HTML、画像、スクリプトは取り除いています。リンクはこのサイトの外へ移動します。
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.
git clone https://github.com/RCOLKITT/AccountingQB-MCP.git
cd AccountingQB-MCP pip install -r requirements.txt
http://localhost:8080/callbackpython setup.py
The setup wizard will:
That's it. Restart Claude Desktop and you're connected.
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.
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| 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
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