DeepLedger QuickBooks MCP Server for ChatGPT, Claude & AI

Name: DeepLedger QuickBooks MCP Server for ChatGPT, Claude & AI
Author: DeepLedger

作者：DeepLedger版本 1.0.6i★ –i在云端运行

注册名称ai.deepledger/mcp

安装

概览

作者提供的说明（英文原文）

Connect QuickBooks to ChatGPT, Claude & Grok. Record bills, invoices, journal entries. Run reports.

PopNx MCP 的三大支柱

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。

用户评价i暂无评价评价功能将在后续阶段与账户功能一起开放
我们的基础检查i1 项中通过 1 项依据公开信息检查；尚未扫描代码
使用情况i尚未统计★ –

它能帮你做什么

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。

连接方式: 在云端运行
传输方式: Streamable HTTP
分类: 会计、财务与税务

安装

选择你使用的 AI 应用，然后复制设置。

安装之前

基础检查：1 项中通过 1 项
在作者的服务器上运行：你向它提出的内容会经过他们的服务器。
注册中心没有列出需要填写的密钥。

你需要

在云端运行无需安装任何东西，通过互联网连接

你用的是哪个应用？

ClaudeClaude CodeCursorVS CodeChatGPT

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 …”。

适用于网页版、桌面版和手机版 Claude：

打开 Settings → Connectors
点击 Add custom connector
粘贴下面的地址，然后点击 Add
如果要求登录，请登录作者的服务

https://mcp.deepledger.ai/mcp

在终端中运行这条命令

claude mcp add --transport http deepledger https://mcp.deepledger.ai/mcp

在 Cursor 中打开

或者自己复制设置

粘贴到项目中的 .cursor/mcp.json，或 ~/.cursor/mcp.json

{
  "mcpServers": {
    "deepledger": {
      "url": "https://mcp.deepledger.ai/mcp"
    }
  }
}

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。

在 VS Code 中打开

或者自己复制设置

粘贴到项目中的 .vscode/mcp.json

{
  "servers": {
    "deepledger": {
      "type": "http",
      "url": "https://mcp.deepledger.ai/mcp"
    }
  }
}

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。

ChatGPT 只能连接互联网上的服务器：

打开网页版 ChatGPT → Settings → Connectors (Apps)
点击 Create 或 Add（部分套餐需要先在 Advanced 中开启 Developer mode）
粘贴下面的地址，起个名字，然后保存
如果要求登录，请登录作者的服务

https://mcp.deepledger.ai/mcp

菜单名称可能因套餐和版本不同而略有差异。

你的选择通过 Cookie 保存在这台设备上，无需账户。

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。

它能做什么

我们还没有读取这个服务器的工具列表；我们会轮流检查各个端点。

基础检查i

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6日

✓ 通过
作者与仓库一致
注册名称已通过域名 deepledger.ai 验证（注册中心会核实域名所有权）
… 尚未检查
仍在维护
我们还没有从 GitHub 读取这个仓库
… 尚未检查
有许可证
我们还没有从 GitHub 读取这个仓库
… 尚未检查
端点有响应
尚未检查；我们会轮流检查各个端点
… 尚未检查
使用 OAuth 登录
尚未检查；我们会轮流检查各个端点
… 尚未检查
工具描述中没有隐藏指令
尚未检查；我们会在检查端点时读取工具列表

与“会计、财务与税务”中的其他服务器比较i

星标数多于此分类中其他 1722 个服务器的 0%
发布到注册中心的时间比此分类中其他 1722 个服务器的 65% 更新
基础检查结果等于或优于此分类中其他 1722 个服务器的 100%

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。

常见问题

DeepLedger QuickBooks MCP Server for ChatGPT, Claude & AI 安全吗？

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。

它需要哪些密钥或代码？

注册中心没有列出必需的密钥，不过有些服务器会在首次使用时要求你登录。

它在我的电脑上运行还是在云端？

它在作者的云端运行。通过互联网连接，无需安装，但你发送的内容会经过作者的服务器。

它还在维护吗？

GitHub 仓库最后更新于–，最新版本（1.0.6）于22天前进入注册中心。

哪些应用可以使用它？

支持 MCP 的应用，例如 Claude Desktop、Claude Code、Cursor 和 VS Code。它通过 URL 连接，所以接受远程 MCP 服务器的应用也可以使用，例如开启开发者模式的 ChatGPT。

有什么可以替代它？

同一分类中有：Finance Toolkit, SolidInvoice, Korea Tax Calculator

替代选择

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

Finance Toolkit

作者：JerBouma

500+ transparent financial methods calculated from raw statements, not third-party endpoints.

电脑或云端★ 5,496MIT昨天更新

安装

SolidInvoice

作者：SolidInvoice

Create and send invoices and quotes, manage clients, and track payments in SolidInvoice.

在云端运行★ 981MIT7天前更新

安装

Korea Tax Calculator

作者：UpstageAI

Korean tax calculation and tax-audit judgment MCP: 96 tools with statutory citations.

在你的电脑上运行★ 97MIT今天更新

安装

作者的 README

打开 README

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。

DeepLedger

AI staff accountant for QuickBooks

DeepLedger connects QuickBooks to Grok, ChatGPT, Claude and other AI agents, allowing businesses to record bills, invoices, payments, deposits, journal entries and other transactions, run financial reports, manage receivables and payables, and track month-end close using natural language.

This repository packages DeepLedger as a plugin for Claude Code, Cursor, Grok Build and Grok Bot. Install it, sign in with your DeepLedger account, and ask for bookkeeping in plain language. The agent works your QuickBooks company the way a staff accountant would: it looks up the payee, checks for duplicates, picks the right transaction type, records it, and hands anything it is not sure about to a human reviewer instead of guessing.

QuickBooks Online stays the ledger of record. DeepLedger holds the QuickBooks connection your company authorized through Intuit's own OAuth flow, so the plugin never sees Intuit credentials. One sign-in reaches every company you can open in the DeepLedger portal.

Who it is for

Small business owners and founders who keep their own books in QuickBooks Online and want the routine entries, categorization and reports done for them.
Bookkeepers and CPA firms managing many client companies. One connection switches between companies, every write follows the same protocol, and uncertain items land in a review queue with the agent's reasoning attached.
Finance teams who want the month-end close, reconciliation prep and management reports drafted for review rather than built from scratch.

What it does

Area	What the agent does
Bank feed	Pulls unrecorded bank and card transactions, categorizes them from the payee's QuickBooks history, records the obvious ones and creates review tasks for the rest
Recording	Records payments, bills, invoices, customer payments, deposits, transfers, refunds, credits and journal entries with an ID lookup and a duplicate check before every write
Payables and receivables	Enters bills and pays them against outstanding balances, invoices customers and applies their payments, applies credits, reports aging
Reconciliation	Matches a bank or card statement to the ledger and prepares the reconciliation workbook and open items
Month-end close	Works the close checklist, drafts adjusting entries and the Close Sheet, and hands the package to a reviewer for sign-off
Reports and analysis	Runs P&L, balance sheet, aging and custom reports, compares periods and explains what moved
Audit preparation	Builds supporting schedules, an evidence index and a missing-document list
Memory	Keeps durable per-company knowledge (policies, recurring patterns, context) and applies reviewer corrections going forward
Human review	Anything uncertain becomes a task with the agent's reasoning; reviewer decisions are applied verbatim

How to use it

Connect QuickBooks at deepledger.ai: Settings, QuickBooks, Connect. Repeat for each company you manage.
Install the plugin in your host (below) and sign in when the browser opens.
Ask in plain language. The bookkeeping skill activates on any accounting request:

   Which QuickBooks company is active?

Process the bank feed. Record: paid $500 to Office Depot for office supplies with the company credit card. Enter the Acme invoice for $2,400, net 30. Reconcile the operating account against the August statement. Generate a P&L for last month and compare it to the prior month. Close the books for June.

Review what it escalated. Open Tasks in the DeepLedger portal to approve, recategorize or dismiss items the agent was not sure about. Approved tasks are recorded on the next run.

The plugin itself is thin: a connector to DeepLedger's hosted MCP server and one skill. The skill does not carry procedures; it tells the agent which procedure to pull from the server's getGuide tool for each kind of request, so bookkeeping guidance updates on the server without a plugin release. There are no slash commands, agents, hooks or scripts.

Prerequisites

A DeepLedger account with at least one QuickBooks Online company connected at deepledger.ai (Settings, QuickBooks, Connect)
One of the hosts below

Install

Marketplace availability depends on each marketplace's review. Until a listing appears, use the local install for that host.

Claude Code

claude plugin marketplace add DeepLedger/deepledger-plugin

claude plugin install deepledger@deepledger-marketplace

Local development: claude --plugin-dir ./deepledger-plugin.

Cursor

Customize, Marketplace, search for DeepLedger, Add. Local install: clone this repository and symlink it into Cursor's local plugins folder, then reload Cursor.

git clone https://github.com/DeepLedger/deepledger-plugin.git

mkdir -p ~/.cursor/plugins/local ln -s "$(pwd)/deepledger-plugin" ~/.cursor/plugins/local/deepledger

Grok Build

DeepLedger is listed in the xAI plugin marketplace as a remote source pinned to a commit of this repository. Inside Grok Build open the extensions modal with /plugins (or browse with /marketplace), select DeepLedger and install it. Grok Build reads the .grok-plugin/plugin.json manifest, the skill and .mcp.json directly. Enable and trust the plugin so Grok can connect to the bundled MCP server; the first DeepLedger tool call opens the browser sign-in, and /mcps shows the connection.

To test before marketplace approval, install a pinned revision straight from GitHub:

grok plugin install DeepLedger/deepledger-plugin@<full-commit-sha> --trust

Local development: grok --plugin-dir ./deepledger-plugin.

Grok Bot

Settings, Plugins, search for DeepLedger, Add, then complete the sign-in in your browser. Attach the plugin to a task with @ and ask which QuickBooks company is active before requesting accounting work.

Sign-in

On first use the host discovers the server's OAuth 2.1 endpoints (authorization code with PKCE, dynamic client registration) and opens a browser sign-in. Sign in with your DeepLedger account and the connection is authorized. DeepLedger personal API keys (dl_live_...) are also accepted as Bearer tokens for programmatic clients. The transport is Streamable HTTP at https://mcp.deepledger.ai/mcp.

Network access and credentials

The plugin ships no scripts, binaries, hooks or shell commands. Everything it does goes through the hosted MCP server. The one runtime exception is the attachment upload below, where the server returns a shell-quoted curl command for the agent to run. The only network endpoints it reaches are:

Endpoint	Purpose
`https://mcp.deepledger.ai/mcp`	MCP server (Streamable HTTP). All QuickBooks reads and writes, guides, tasks, memory, documents and reports.
`https://mcp.deepledger.ai/.well-known/oauth-authorization-server`, `/oauth/register`, `/oauth/authorize`, `/oauth/token`, `/oauth/revoke`	OAuth 2.1 discovery, dynamic client registration, authorization code with PKCE, token refresh and revocation.
`https://deepledger.ai`	Browser sign-in page opened by the host during authorization.
`https://mcp.deepledger.ai/upload-to-qb`	File attachment upload. `documents` (operation `upload`) returns a `curl` command the agent runs to send one user-chosen local file (10 MB limit) to this path with a one-time token; the server forwards it to QuickBooks. It downloads and executes nothing.

Credentials: a DeepLedger account (OAuth sign-in in the browser, scope quickbooks). The host stores the resulting token; the plugin never sees, stores or transmits Intuit credentials, and it reads no local files, environment variables or secrets. QuickBooks access is scoped to the companies the signed-in user can already open in the DeepLedger portal.

How the skill works

The bookkeeping skill activates on any accounting request. It confirms the active QuickBooks company, then calls the server's getGuide tool with the guide type that matches the request and follows the returned steps, safety checklist and common mistakes:

Request	`getGuide` type
Record a payment, bill, invoice, customer payment, refund, credit, deposit, transfer or journal entry; categorize bank feed items; AP and AR writes	`transaction_recording`
Close a month, adjusting entries, Close Sheet	`month_end_closing`
Reconcile a statement, explain a reconciliation difference	`reconciliation`
Report comparisons, ratios, trends, budget variances	`financial_analysis`
Audit or review support, evidence index, missing documents	`audit_preparation`
A tool failure the agent cannot resolve from the response	`error_recovery` (per tool and error code)

Master data, agent memory, review tasks, documents and custom reports follow their tool descriptions; any QuickBooks write still goes through the transaction_recording protocol.

What the connector provides

The .mcp.json connector points at DeepLedger's official hosted MCP server. It installs no local binary. The server exposes 26 tools; every one operates on the active QuickBooks company and names it in its result.

Tool	Capability
`qbCompanyProfile`	Show, list or switch the active QuickBooks company
`qbMasterData`	Look up, create or update accounts, vendors, customers, items, classes and tax codes
`qbFetchTransactions`	Fetch transactions for duplicate checks, payee history and outstanding bills or invoices
`qbExpense`	Record or update a purchase paid now (card, ACH, check, cash)
`qbBill`	Record or update a vendor bill to pay later
`qbPayment`	Apply a customer payment to outstanding invoices, or pay outstanding bills applying vendor credits
`qbInvoice`	Create or update a customer invoice
`qbSalesReceipt`	Record a sale paid on the spot, or refund a customer
`qbDeposit`	Record a bank deposit, batching held payments or direct income lines
`qbTransfer`	Move money between the company's own accounts
`qbCredit`	Record a vendor or customer credit
`qbJournalEntry`	Record a balanced journal entry
`qbEstimate`	Create, update or convert an estimate
`qbRecurringTransaction`	Manage recurring transaction templates
`qbProject`	List, create, update and close QuickBooks projects
`qbCustomization`	Manage custom field definitions and transaction dimensions
`qbVoidTransaction`	Void an invoice, sales receipt, refund receipt, payment or bill payment
`qbSendEmail`	Email a sales document to the customer through QuickBooks
`qbReports`	Run profit and loss, balance sheet, aging and other QuickBooks reports
`getGuide`	Load the current bookkeeping procedure or a per-tool error playbook
`tasks`	Review tasks shared between the agent and the human reviewer
`agentMemory`	Read and maintain durable per-company knowledge
`bankFeed`	Fetch unrecorded bank transactions and stamp them once recorded
`documents`	Read documents from DeepLedger storage or QuickBooks attachments, and upload a file to a QuickBooks record
`customReports`	Run saved report definitions by name
`closeRun`	Track the month-end close and its Close Sheet

Safety model

Every QuickBooks write follows the server's protocol, carried by the transaction_recording guide and the tool descriptions:

Lookup: qbMasterData resolves vendor, customer and account IDs.
Duplicate check: qbFetchTransactions verifies no duplicate exists.
Decide: the agent records when the payee, category, tool and amount are obvious from the evidence and it is confident; it creates a review task with specific reasoning only wh

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