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)
MCP server for QuickBooks Online API integration
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_CREDENTIAL_MODE, QBO_SANDBOX「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": {
"quickbooks": {
"command": "npx",
"args": [
"-y",
"quickbooks-mcp"
],
"env": {
"QBO_CLIENT_ID": "your-value",
"QBO_CLIENT_SECRET": "your-value",
"QBO_CREDENTIAL_MODE": "your-value",
"QBO_SANDBOX": "your-value"
}
}
}
}ターミナルでこれを実行します
claude mcp add quickbooks --env QBO_CLIENT_ID=your-value --env QBO_CLIENT_SECRET=your-value --env QBO_CREDENTIAL_MODE=your-value --env QBO_SANDBOX=your-value -- npx -y quickbooks-mcp動かす前に、空欄の値を入力してください。
プロジェクトの .cursor/mcp.json、または ~/.cursor/mcp.json に貼り付けます
{
"mcpServers": {
"quickbooks": {
"command": "npx",
"args": [
"-y",
"quickbooks-mcp"
],
"env": {
"QBO_CLIENT_ID": "your-value",
"QBO_CLIENT_SECRET": "your-value",
"QBO_CREDENTIAL_MODE": "your-value",
"QBO_SANDBOX": "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。
プロジェクトの .vscode/mcp.json に貼り付けます
{
"servers": {
"quickbooks": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"quickbooks-mcp"
],
"env": {
"QBO_CLIENT_ID": "your-value",
"QBO_CLIENT_SECRET": "your-value",
"QBO_CREDENTIAL_MODE": "your-value",
"QBO_SANDBOX": "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_CREDENTIAL_MODE envQBO_SANDBOX 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9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 laf-rge 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_ID, QBO_CLIENT_SECRET
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(0.12.0)がレジストリに届いたのは20 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Node.js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: 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。
An MCP server for QuickBooks Online — built for bookkeepers, CFOs, and accountants who use AI assistants in their daily workflow.
Ask your AI assistant to pull a P&L report, create a journal entry, or investigate an account balance — using plain language, not API payloads.
Intuit provides an official MCP server that's a solid starting point for developers exploring the QuickBooks API. This server takes a different approach: it's designed for financial professionals working in production books.
Intuit's server requires QuickBooks internal IDs for every reference — you need to look up a vendor's ID before creating a bill. This server resolves names automatically:
"Create a bill for PG&E, $450 to Utilities, dated 2025-01-15"
→ Vendor, account, and department names are resolved automatically
This is the only QuickBooks MCP server with report tools. Pull a P&L, Balance Sheet, or Trial Balance — broken down by month, department, or class — without leaving your AI conversation.
Every create and edit operation defaults to draft/preview mode. You see exactly what will be written to your books before committing. No accidental journal entries or misclassified expenses.
Instead of separate search tools for each entity type, a single SQL-like query tool works across all QuickBooks entities. AI assistants write SQL naturally, and QuickBooks validates it — no field whitelists to maintain.
"SELECT * FROM Purchase WHERE TxnDate >= '2025-01-01' AND TxnDate <= '2025-01-31'"
Store credentials locally for personal use, or in AWS Secrets Manager for shared environments. OAuth tokens refresh automatically and persist across sessions.
| Intuit Official | This Server | |
|---|---|---|
| Audience | Developers exploring the API | Bookkeepers, CFOs, accountants |
| Name resolution | Requires internal QB IDs | Resolves names automatically |
| Financial reports | None | P&L, Balance Sheet, Trial Balance |
| Write safety | Executes immediately | Draft preview by default |
| Query approach | Entity-specific search tools | SQL-like queries across all entities |
| Credentials | Local .env file | Local file or AWS Secrets Manager |
| Distribution | Clone from GitHub | npx quickbooks-mcp |
Choose the setup that fits your use case:
| Setup | Best For |
|---|---|
| NPM Install | Quick setup, using your own QuickBooks app |
| Local Checkout | Development, customization |
| AWS Mode | Shared/production environments |
The simplest way to get started. Credentials are stored locally on your machine.
https://developer.intuit.com/v2/OAuth2Playground/RedirectUrlAdd to your project's .mcp.json:
{
"mcpServers": { "quickbooks": { "command": "npx", "args": ["-y", "quickbooks-mcp"] } } }
Create ~/.quickbooks-mcp/credentials.json:
{
"client_id": "your_client_id", "client_secret": "your_client_secret" }
Once Claude Code is running, use the qbo_authenticate tool:
qbo_authenticate with no arguments to get an authorization URLcode and realmId from the redirect URLqbo_authenticate again with the authorization code and realm IDYour OAuth tokens will be saved and automatically refreshed.
For development or customization.
Follow the same steps as Option 1 above.
git clone https://github.com/laf-rge/quickbooks-mcp.git
cd quickbooks-mcp npm install npm run build
Add to your project's .mcp.json:
{
"mcpServers": { "quickbooks": { "command": "node", "args": ["/path/to/quickbooks-mcp/dist/index.js"] } } }
Create ~/.quickbooks-mcp/credentials.json with your client credentials (same as Option 1), then run qbo_authenticate to complete the OAuth flow.
For shared or production environments. Stores credentials in AWS Secrets Manager.
Create the secret in Secrets Manager:
aws secretsmanager create-secret \
--name prod/qbo \ --secret-string '{ "client_id": "your_client_id", "client_secret": "your_client_secret", "access_token": "your_access_token", "refresh_token": "your_refresh_token", "redirect_url": "https://developer.intuit.com/v2/OAuth2Playground/RedirectUrl" }'
Store Company ID in SSM Parameter Store:
aws ssm put-parameter \
--name /prod/qbo/company_id \ --value "your_company_id" \ --type SecureString
Create a .env file in the quickbooks-mcp directory:
QBO_CREDENTIAL_MODE=aws
AWS_REGION=us-east-2 QBO_SECRET_NAME=prod/qbo QBO_COMPANY_ID_PARAM=/prod/qbo/company_id
Note: Due to a known Claude Code bug, environment variables from
.mcp.jsonare not reliably passed to MCP servers. The.envfile workaround is required.
{
"mcpServers": { "quickbooks": { "command": "node", "args": ["/path/to/quickbooks-mcp/dist/index.js"] } } }
The server needs these AWS permissions:
{
"Version": "2012-10-17", "Statement": [ { "Effect": "Allow", "Action": [ "secretsmanager:GetSecretValue", "secretsmanager:PutSecretValue" ], "Resource": "arn:aws:secretsmanager:*:*:secret:prod/qbo*" }, { "Effect": "Allow", "Action": ["ssm:GetParameter"], "Resource": "arn:aws:ssm:*:*:parameter/prod/qbo/*" } ] }
By default, large responses (reports, query results) are written to /tmp files and the server returns a file path. This works well for Claude Code in terminal environments but breaks in Claude Desktop and plugin environments where the model cannot read from /tmp.
Set QBO_INLINE_OUTPUT=true to return all responses inline instead.
Option A — via `.env` file (recommended for local checkout):
Create a .env file in the quickbooks-mcp directory:
QBO_INLINE_OUTPUT=true
Option B — via `.mcp.json` env block (recommended for NPM install):
{
"mcpServers": { "quickbooks": { "command": "npx", "args": ["-y", "quickbooks-mcp"], "env": { "QBO_CREDENTIAL_MODE": "local", "QBO_INLINE_OUTPUT": "true" } } } }
Note: Due to a known Claude Code bug, environment variables from
.mcp.jsonare not reliably passed to MCP servers in some configurations. If Option B doesn't work, use the.envfile workaround.
| Variable | Default | Description |
|---|---|---|
QBO_CREDENTIAL_MODE | local | Credential storage: local or aws |
QBO_CLIENT_ID | - | QuickBooks app Client ID (local mode) |
QBO_CLIENT_SECRET | - | QuickBooks app Client Secret (local mode) |
QBO_CREDENTIAL_FILE | ~/.quickbooks-mcp/credentials.json | Custom credential file path. A leading ~ is expanded to your home directory, so it works in an MCP client's JSON env block where no shell is present to expand it. |
QBO_INLINE_OUTPUT | false | Return responses inline instead of writing to /tmp files. Required when using Claude Desktop or plugin environments where file-based output is not accessible to the model. |
QBO_SANDBOX | false | Use QuickBooks sandbox environment. Also switches the "View in QuickBooks" deep links to app.sandbox.qbo.intuit.com so they cannot open the production company. |
AWS_REGION | us-east-2 | AWS region (aws mode) |
QBO_SECRET_NAME | prod/qbo | Secrets Manager secret name (aws mode) |
QBO_COMPANY_ID_PARAM | /prod/qbo/company_id | SSM parameter path (aws mode) |
| Tool | Description |
|---|---|
| Setup | |
qbo_authenticate | Set up OAuth credentials (local mode only) |
get_company_info | Get connected company information |
| Query & Reports | |
query | Run SQL-like queries against any QuickBooks entity |
list_accounts | List chart of accounts with filtering |
get_profit_loss | Profit & Loss report (by month, department, class, etc.) |
get_balance_sheet | Balance Sheet report |
get_trial_balance | Trial Balance report (flags: true adds a close-review pass for wrong-side and uncategorized/suspense balances) |
get_report | Any of 24 other QuickBooks reports — A/R and A/P aging, customer and vendor balances, transaction lists, general ledger, journal, sales by customer/item/class/department, cash flow, and the detail variants |
query_account_transactions | All transactions affecting a specific account (13 posting entity types, paginated, optional sub-account rollup; see docs/entity-coverage.md for limits) |
account_period_summary | Period summary for an account (opening/closing balance, debits, credits, count) |
| Journal Entries | |
create_journal_entry | Create a journal entry (validates debits = credits; lines take entity_name/entity_type) |
get_journal_entry | Fetch a journal entry by ID |
edit_journal_entry | Modify an existing journal entry |
| Bills | |
create_bill | Create a vendor bill (lines take customer_name) |
get_bill | Fetch a bill by ID |
edit_bill | Modify an existing bill |
| Expenses | |
create_expense | Create an expense (Cash, Check, or Credit Card; payee may be a vendor, customer, or employee) |
get_expense | Fetch an expense by ID |
edit_expense | Modify an existing expense |
| Sales Receipts | |
create_sales_receipt | Create a sales receipt with item lines |
get_sales_receipt | Fetch a sales receipt by ID |
edit_sales_receipt | Modify an existing sales receipt |
| Invoices | |
create_invoice | Create an invoice with item lines (customer required) |
get_invoice | Fetch an invoice by ID |
edit_invoice | Modify an existing invoice |
| Deposits | |
create_deposit | Create a bank deposit (lines take entity_name/entity_type) |
get_deposit | Fetch a deposit by ID |
edit_deposit | Modify an existing deposit (lines take entity_name/entity_type) |
| Vendor Credits | |
create_vendor_credit | Create a vendor credit (lines take customer_name) |
get_vendor_credit | Fetch a vendor credit by ID |
edit_vendor_credit | Modify an existing vendor credit |
| Bill Payments | |
create_bill_payment | Pay bills and apply vendor credits (the QBO "check" / pay-bills flow) |
receive_payment | Record a customer payment against open invoices (A/R counterpart to create_bill_payment); each line defaults to the invoice's open balance |
| create_transfer | Move money between two of the company's own accounts (bank↔bank, credit
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