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)
Unofficial read-only MCP server for several QuickBooks Online company files in one AI session.
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。
QBO_CLIENT_ID, QBO_CLIENT_SECRET, QBO_ENV, QBO_TOKEN_KEY_SOURCE, QBO_TOKEN_KEY, QBO_TOKEN_STORE, QBO_ALLOW_DOCUMENTS, QBO_ATTACHMENT_HOSTS「秘密」と表示された値は、あなたのアカウントの鍵です。絶対に人に教えたり、チャットに貼り付けたりしないでください。
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。
Claude Desktop → Settings → Developer → Edit Config を開き、claude_desktop_config.json にこれを貼り付けます
{
"mcpServers": {
"qbo-multicompany": {
"command": "uvx",
"args": [
"qbo-multicompany-mcp",
"--entities",
"your-value"
],
"env": {
"QBO_CLIENT_ID": "your-value",
"QBO_CLIENT_SECRET": "your-value",
"QBO_ENV": "your-value",
"QBO_TOKEN_KEY_SOURCE": "your-value",
"QBO_TOKEN_KEY": "your-value",
"QBO_TOKEN_STORE": "your-value",
"QBO_ALLOW_DOCUMENTS": "your-value",
"QBO_ATTACHMENT_HOSTS": "your-value"
}
}
}
}ターミナルでこれを実行します
claude mcp add qbo-multicompany --env QBO_CLIENT_ID=your-value --env QBO_CLIENT_SECRET=your-value --env QBO_ENV=your-value --env QBO_TOKEN_KEY_SOURCE=your-value --env QBO_TOKEN_KEY=your-value --env QBO_TOKEN_STORE=your-value --env QBO_ALLOW_DOCUMENTS=your-value --env QBO_ATTACHMENT_HOSTS=your-value -- uvx qbo-multicompany-mcp --entities your-value動かす前に、空欄の値を入力してください。
このサーバーは起動コマンドに値を入れる必要があるので、設定をコピーして入力してください。
プロジェクトの .cursor/mcp.json、または ~/.cursor/mcp.json に貼り付けます
{
"mcpServers": {
"qbo-multicompany": {
"command": "uvx",
"args": [
"qbo-multicompany-mcp",
"--entities",
"your-value"
],
"env": {
"QBO_CLIENT_ID": "your-value",
"QBO_CLIENT_SECRET": "your-value",
"QBO_ENV": "your-value",
"QBO_TOKEN_KEY_SOURCE": "your-value",
"QBO_TOKEN_KEY": "your-value",
"QBO_TOKEN_STORE": "your-value",
"QBO_ALLOW_DOCUMENTS": "your-value",
"QBO_ATTACHMENT_HOSTS": "your-value"
}
}
}
}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。
このサーバーは起動コマンドに値を入れる必要があるので、設定をコピーして入力してください。
プロジェクトの .vscode/mcp.json に貼り付けます
{
"servers": {
"qbo-multicompany": {
"type": "stdio",
"command": "uvx",
"args": [
"qbo-multicompany-mcp",
"--entities",
"your-value"
],
"env": {
"QBO_CLIENT_ID": "your-value",
"QBO_CLIENT_SECRET": "your-value",
"QBO_ENV": "your-value",
"QBO_TOKEN_KEY_SOURCE": "your-value",
"QBO_TOKEN_KEY": "your-value",
"QBO_TOKEN_STORE": "your-value",
"QBO_ALLOW_DOCUMENTS": "your-value",
"QBO_ATTACHMENT_HOSTS": "your-value"
}
}
}
}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。
これはパソコンで動くサーバーですが、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。ほかのアプリを選んでください。
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。
QBO_CLIENT_ID envQBO_ENV envQBO_TOKEN_KEY_SOURCE envQBO_TOKEN_STORE envQBO_ALLOW_DOCUMENTS envQBO_ATTACHMENT_HOSTS env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。
パソコンで動くサーバーです。インストールすると、ツール一覧がAIアプリに表示されます。
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10日にチェック
レジストリ名は、リポジトリを所有するGitHubアカウント dkaleganov で確認済みです
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
これはパソコンで動くため、インターネット上のエンドポイントはありません
パソコンで動き、代わりにローカルの設定を使います
パソコンで動くサーバーです。ツール一覧を読み取れるのは、インターネット上のエンドポイントがある場合だけです
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。
入力が必要なもの:QBO_CLIENT_SECRET, QBO_TOKEN_KEY
あなたのパソコンで動きます。必要なときにAIアプリが起動し、データは作者のサーバーを通りません(サーバー自体がオンラインサービスを呼び出す場合を除きます)。
GitHubリポジトリの最終更新は–、最新バージョン(0.1.1)がレジストリに届いたのは4 日前です。
Claude Desktop、Claude Code、Cursor、VS CodeなどのMCP対応アプリで使えます。パソコンにPython (uv)も必要です。
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:↓ 週あたりのダウンロードi★ 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: 97 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。
A read-only MCP server that serves several QuickBooks Online company files to one AI session over stdio. Every call to QuickBooks names its company through an explicit entity key. There's no default company and no matching on company name.
Unofficial. Not affiliated with or endorsed by Intuit. Each user registers their own Intuit app and
answers Intuit's questions for themselves.
Other QuickBooks MCP servers exist, some from Intuit, and some serve several companies or write to the books. Compare them against what you need. This one never writes.
AI client -- stdio --> qbo-multicompany-mcp -- GET, checked before send --> QuickBooks Online
| +-- entities.yaml your companies, by key +-- encrypted store one token chain per company
You need Python 3.11+, uv, and an Intuit developer app with http://localhost:8765/callback registered as a development redirect URI.
git clone https://github.com/dkaleganov/qbo-multicompany-mcp.git
cd qbo-multicompany-mcp && uv sync --frozen && cp entities.example.yaml entities.yaml && cp .env.example .env && chmod 600 .env entities.yaml
Put your app's Client ID and Client Secret in .env, and your sandbox companies in entities.yaml. Then create the store key and connect each company in a browser:
uv run qbo-multicompany-mcp-auth --env-file .env --entities entities.yaml init-key
uv run qbo-multicompany-mcp-auth --env-file .env --entities entities.yaml connect acme_main
A first connect usually reports a name mismatch: answer y and copy the printed display_name into entities.yaml. Then add the server to your client with absolute paths. --scope user makes it available to every Claude Code session on your account, so you can run those sessions outside the repo folder:
claude mcp add --scope user qbo -- "<repo>/.venv/bin/qbo-multicompany-mcp" --env-file "<repo>/.env" --entities "<repo>/entities.yaml"
docs/getting-started.md walks through every step, including Claude Desktop and Codex. Production needs more: docs/production.md.
uvx runs the published package. Save .env.example as .env and entities.example.yaml as entities.yaml in a private folder, chmod 600 both, and fill them in as above. With standing for that folder's absolute path:
uvx --from qbo-multicompany-mcp@0.1.1 qbo-multicompany-mcp-auth --env-file "<dir>/.env" --entities "<dir>/entities.yaml" init-key
uvx --from qbo-multicompany-mcp@0.1.1 qbo-multicompany-mcp-auth --env-file "<dir>/.env" --entities "<dir>/entities.yaml" connect acme_main
claude mcp add --scope user qbo -- uvx qbo-multicompany-mcp@0.1.1 --env-file "<dir>/.env" --entities "<dir>/entities.yaml"
Eighteen by default, and one opt-in. docs/tools.md has every parameter and a "Choosing a tool" table.
| Tool | Returns |
|---|---|
list_entities | Configured companies, auth state and token freshness. Makes no request |
server_info | Build, environment, read-only status, store protection. Makes no request |
get_company_info | Company profile, settings and derived capabilities |
list_accounts | Chart of accounts with balances |
list_vendors | Vendors, the 1099 flag, and whether a tax id is on file, never the id |
list_customers | Customers with their balances, and no tax ids, notes or contact fields |
list_reference_data | Classes, departments, items, terms, payment methods, tax codes, tax rates |
list_transactions | Transactions in a window of up to six months |
get_transaction | One transaction with its lines |
run_query | One parsed SELECT, rebuilt from its parse tree and sent by GET |
list_changes | Changes and deletions within 30 days, on list objects such as vendors and accounts, with no transactions |
summarize_vendor_payments | Per-vendor candidate totals for a calendar year |
report_profit_and_loss | Income and expense by section |
report_balance_sheet | Balances as of a date |
report_general_ledger | Postings by account |
report_aging | Open payables or receivables by bucket |
run_report | The other 21 documented reports |
list_attachments | Attachment metadata, never a link |
get_attachment (opt-in) | The file, only with --allow-documents and a pinned storage host |
A model will call the wrong company, trust an empty result, and retry a bad value. The server is built around that.
list_entities gives the keys, and a guard checks the company's name on first use in each process.count, rows, truncated, duplicates_dropped and pages_walked, so a model learns the shape once.PARTIAL RESULT. An empty report never establishes that there's no data, and list_transactions re-checks a filtered request with zero rows, unfiltered, before it reports "none"..env and the token store's key, from any folder. Keeping AI sessions out of the repo folder keeps .env and entities.yaml out of an agent's working folder; an agent with a shell can still reach both, and the key, as SECURITY.md explains.Intuit offers no read-only accounting scope: the one scope covers reads and writes alike. So read-only lives in this code. Every request is inspected as a fully built httpx.Request immediately before it's sent, and accounting requests may only be GETs to an allowlisted path on the exact bound company. OAuth calls go only to Intuit's fixed endpoints, the opt-in attachment download goes only to a host you pin, and everything else is denied. docs/design.md has the policy, and how walks, reports and the token store behave.
uv sync --frozen --extra dev, then uv run pytest -q: 2,805 pass and 4 skip, with no credentials and no network. That count needs git 2.32 or later and gitleaks on your PATH; without gitleaks 25 more skip.scripts/mutation_gate.py has 480 entries that each delete one and require its tests to fail. It has controls of its own, so it can't quietly pass by testing nothing.scripts/scrub_check.py for identifier-shaped values.get_attachment on a pre-release build. Every default tool ran on production, read-only, on 2026-09-28 with a pre-release build, apart from TaxSummary under run_report, which has never returned rows. What the live runs found is in docs/api-findings.md.CHANGELOG.md separates what was verified live from what has only run on fixtures.
Which companies can you see, and is each one connected?
Compare profit and loss for acme_main and acme_ops, this fiscal year-to-date against last. Say where each
number came from.
Show the balance sheet for acme_ops as of the end of last quarter, then the journal entries behind any
account that moved by more than 10%.
Which vendors in acme_ops carry the 1099 flag?
Give me candidate vendor payments for acme_main for 2025, and what needs review.
run_query answers COUNT(*) and refuses SELECT *, and list_changes refuses them too. Use list_transactions and get_transaction.冒頭だけを表示しています。続きはリポジトリで読めます