Finance Toolkit
500+ transparent financial methods calculated from raw statements, not third-party endpoints.
作者提供的说明(英文原文)
MCP server for QuickBooks Online (Intuit) — customers, invoices, payments, items, accounts, P&L
这三项永远不会合并成一个分数:意见、测量和人气是不同的东西。
我们还没有为它写通俗的介绍。下面是我们从注册中心读取到的事实。
选择你使用的 AI 应用,然后复制设置。
QB_ACCESS_TOKEN, QB_REALM_ID, QB_ENV, QB_MINOR_VERSION标为机密的值是你账户的钥匙。千万不要分享给别人,也不要粘贴到聊天里。
你需要
你用的是哪个应用?
在上方选择你的应用。我们会记住它,下次按钮会显示“安装到 …”。
打开 Claude Desktop → Settings → Developer → Edit Config,把下面的内容粘贴到 claude_desktop_config.json
{
"mcpServers": {
"quickbooks": {
"command": "npx",
"args": [
"-y",
"@codespar/mcp-quickbooks"
],
"env": {
"QB_ACCESS_TOKEN": "your-value",
"QB_REALM_ID": "your-value",
"QB_ENV": "your-value",
"QB_MINOR_VERSION": "your-value"
}
}
}
}在终端中运行这条命令
claude mcp add quickbooks --env QB_ACCESS_TOKEN=your-value --env QB_REALM_ID=your-value --env QB_ENV=your-value --env QB_MINOR_VERSION=your-value -- npx -y @codespar/mcp-quickbooks运行前请先填写空着的值。
粘贴到项目中的 .cursor/mcp.json,或 ~/.cursor/mcp.json
{
"mcpServers": {
"quickbooks": {
"command": "npx",
"args": [
"-y",
"@codespar/mcp-quickbooks"
],
"env": {
"QB_ACCESS_TOKEN": "your-value",
"QB_REALM_ID": "your-value",
"QB_ENV": "your-value",
"QB_MINOR_VERSION": "your-value"
}
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
粘贴到项目中的 .vscode/mcp.json
{
"servers": {
"quickbooks": {
"type": "stdio",
"command": "npx",
"args": [
"-y",
"@codespar/mcp-quickbooks"
],
"env": {
"QB_ACCESS_TOKEN": "your-value",
"QB_REALM_ID": "your-value",
"QB_ENV": "your-value",
"QB_MINOR_VERSION": "your-value"
}
}
}
}浏览器会先询问是否打开应用,然后应用会显示设置并请你确认。密钥的值会留空,由你自己填写。
这个服务器在你的电脑上运行,而 ChatGPT 只能连接互联网上的服务器。请选择其他应用。
你的选择通过 Cookie 保存在这台设备上,无需账户。
QB_ENV envQB_MINOR_VERSION env这些设置是根据作者在注册中心的条目生成的。如果 README 的写法不同,请以 README 为准。
它在你的电脑上运行;安装后,工具列表会显示在你的 AI 应用中。
我们检查的是任何人都能看到的信息;我们没有阅读代码。不适用的检查项不计入总数。 · 检查于 2026年11月7日
注册名称已通过 GitHub 账户 codespar 验证,该账户拥有此仓库
我们还没有从 GitHub 读取这个仓库
我们还没有从 GitHub 读取这个仓库
它在你的电脑上运行,没有互联网端点
在你的电脑上运行,改用本地设置
它在你的电脑上运行;我们只能读取互联网端点的工具列表
与注册中心里这个分类中所有活跃的服务器比较。只有当发布者拥有该仓库时,星标数才计入。
它在 1 项适用的基础检查中通过了 1 项。我们没有阅读代码。在添加密钥或令牌之前,请先看看这个服务器要求哪些权限,并使用只具备所需权限的密钥。
你需要填写:QB_ACCESS_TOKEN, QB_REALM_ID
它在你的电脑上运行。你的 AI 应用会在需要时启动它,数据不会经过作者的服务器(除非它自己调用在线服务)。
GitHub 仓库最后更新于–,最新版本(0.2.2)于5个月前进入注册中心。
支持 MCP 的应用,例如 Claude Desktop、Claude Code、Cursor 和 VS Code。你的电脑上还需要有 Node.js。
同一分类中有:Finance Toolkit, SolidInvoice, Korea Tax Calculator
同一分类中其他作者的服务器,按星标数排序。
如何看卡片:★ GitHub 星标i三大支柱:评价 · 检查 · 使用情况i更新 = 最新版本发布到注册中心的时间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.
按原文从作者的仓库复制。PopNx MCP 没有审查或背书其内容。HTML、图片和脚本已被移除。链接会离开本站。
MCP server for QuickBooks Online (Intuit) — the most-used accounting platform in the US and UK, and the global default for small-business ERP.
This is our global accounting anchor. While the catalog covers BR/LatAm ERPs (Omie, Conta Azul, Alegra, Bling, Tiny), LatAm SaaS companies that invoice international customers — or subsidiaries of US parent companies — almost universally keep their books in QuickBooks.
| Tool | Purpose |
|---|---|
create_customer | Create a customer in QuickBooks Online. |
update_customer | Update a customer. |
get_customer | Retrieve a customer by QuickBooks entity id. |
list_customers | Query customers using QBO's SQL-like query language. |
create_invoice | Create an invoice. |
update_invoice | Update an invoice. |
void_invoice | Void an invoice. |
delete_invoice | Delete an invoice. |
get_invoice | Retrieve an invoice by QuickBooks entity id. |
send_invoice | Email an invoice to the customer. |
create_payment | Record a customer payment against one or more invoices. |
get_payment | Retrieve a payment by QuickBooks entity id. |
create_item | Create a product or service item. |
list_items | Query items using QBO's SQL-like query language. |
create_bill | Create a bill (AP / money owed to a vendor). |
list_bills | Query bills using QBO's SQL-like query language. |
create_vendor | Create a vendor (supplier). |
list_vendors | Query vendors using QBO's SQL-like query language. |
create_estimate | Create an estimate (quote). |
create_sales_receipt | Create a sales receipt (paid-on-the-spot sale — combines invoice + payment). |
list_accounts | Query the chart of accounts using QBO's SQL-like query language. |
get_profit_and_loss_report | Run a Profit and Loss report for a date range. |
npm install @codespar/mcp-quickbooks
QB_ACCESS_TOKEN="..." # OAuth2 bearer (expires in 1hr — caller refreshes)
QB_REALM_ID="..." # company id, issued on authorization QB_ENV="sandbox" # or "production". Default: sandbox QB_MINOR_VERSION="70" # optional, default 70
QuickBooks uses OAuth2 authorization_code flow. Access tokens live 1hr; refresh tokens 100 days. This server assumes a valid QB_ACCESS_TOKEN is already issued — token acquisition and refresh live outside the MCP scaffold (typically in your agent's credential manager).
# stdio (default)
npx @codespar/mcp-quickbooks
MCP_HTTP=true MCP_PORT=3000 npx @codespar/mcp-quickbooks
QuickBooks list endpoints use a SQL-like syntax passed via ?query=. Examples:
SELECT * FROM Customer WHERE Active = true MAXRESULTS 50
SELECT * FROM Item WHERE Type = 'Service' SELECT * FROM Account WHERE AccountType = 'Income'
Pass the full query string to list_customers, list_items, list_accounts.
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MIT