QuickBooks Online MCP Server

QuickBooks Online is a cloud-based accounting software for small to medium-sized businesses, providing tools for invoicing, bill payment, expense tracking, and financial reporting.

Tools

Last Updated

Apr 7, 2026

What is the QuickBooks Online MCP Server?

The QuickBooks Online MCP server gives AI agents structured, permission-aware access to QuickBooks Online through the Model Context Protocol. With 34 pre-built actions, agents can read, create, and update QuickBooks Online data on behalf of authorized users.

Willow ships the QuickBooks Online MCP server as part of an enterprise control plane. Every call runs behind SSO (Okta, Azure AD), enforces RBAC and least-privilege at runtime, writes to a full audit trail, and integrates with Splunk and Loki for SIEM visibility. Connect from Claude Desktop, Claude Code, Cursor, ChatGPT, VS Code, n8n, or any custom agent. Install once, distribute org-wide, and see exactly how QuickBooks Online is being used by every AI agent in your stack.

Tools

List Customers

Query and list all customers in QuickBooks. Use this to find customers by name, email, or other criteria. Supports filtering with SQL-like WHERE clauses (e.g., "Active = true"). Returns basic customer information including display name, email, phone, and billing address. Maximum 1000 results per query.

Get Customer

Retrieve detailed information about a specific customer by ID. Returns complete customer details including contact information, billing/shipping addresses, balance, payment terms, and custom fields. Use this when you have a customer ID and need their full profile.

Create Customer

Create a new customer in QuickBooks. At minimum, you must provide DisplayName. Optionally include contact details (email, phone), billing/shipping addresses, payment terms, and tax information. Returns the newly created customer with its assigned ID.

Update Customer

Update an existing customer in QuickBooks. You must provide the customer ID and SyncToken (use Get Customer to retrieve current SyncToken). Only include fields you want to change - QuickBooks uses sparse update. Returns the updated customer information.

List Invoices

Query and list invoices in QuickBooks. Use this to find invoices by customer, date range, status, or amount. Supports SQL-like filtering (e.g., "TotalAmt > '1000'"). Returns invoice summary including customer, date, total amount, balance, and status. Use Get Invoice for complete line item details.

Get Invoice

Retrieve complete details of a specific invoice by ID. Returns full invoice information including all line items, customer details, amounts, taxes, payment status, and custom fields. Use this to get the full invoice with all its line item details.

Create Invoice

Create a new invoice in QuickBooks. Required fields: CustomerRef (customer ID) and at least one Line item. Line items need Amount and either DetailType of 'SalesItemLineDetail' with ItemRef (product/service ID) or 'DescriptionOnly'. Optionally specify due date, terms, memo, and email delivery. Returns the created invoice with assigned invoice number.

Get Invoice PDF

Download an invoice as a PDF file. Returns the PDF content of the specified invoice. Use this to get a printable or emailable version of the invoice. The response will be a PDF document.

List Vendors

Query and list all vendors in QuickBooks. Use this to find vendors by name or status. Supports SQL-like filtering (e.g., "Active = true"). Returns vendor information including display name, email, phone, and address. Use this for vendor management and bill payment workflows.

Get Vendor

Retrieve detailed information about a specific vendor by ID. Returns complete vendor details including contact information, payment terms, tax ID, and account numbers. Use this when you need full vendor profile for bill payment or purchase order creation.

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Set Up Your QuickBooks Online MCP Server in Minutes

Add the following configuration to your MCP client. Authentication is handled via OAuth. Compatible with Claude Desktop, Claude Code, Cursor, ChatGPT, VS Code, n8n, and any MCP-compatible agent.

Claude Desktop

claude_desktop_config.json

{
  "mcpServers": {
    "willow-quickbooks": {
      "type": "http",
      "url": "https://<org>.mcp-s.com/mcp/mcp/quickbooks"
    }
  }
}

Cursor

.cursor/mcp.json

{
  "mcpServers": {
    "willow-quickbooks": {
      "type": "http",
      "url": "https://<org>.mcp-s.com/mcp/mcp/quickbooks"
    }
  }
}

Claude Code

CLI

claude mcp add willow-quickbooks --transport http https://<org>.mcp-s.com/mcp/mcp/quickbooks

n8n

HTTP Request Node

{
  "url": "https://<org>.mcp-s.com/mcp/mcp/quickbooks",
  "method": "POST"
}

Or click "Install with Willow" above to set up automatically with SSO and RBAC preconfigured.

Enterprise Governance for QuickBooks Online

Willow adds the layer QuickBooks Online and every other SaaS doesn't ship out of the box: every call runs behind SSO (Okta, Azure AD), enforces RBAC and least-privilege at runtime, writes to full audit logs, and detects shadow AI usage across your stack. One MCP gateway. Any agent. Every tool.

QuickBooks Online MCP Server FAQ

What is the QuickBooks Online MCP server?

The QuickBooks Online MCP server is a Model Context Protocol implementation that lets AI agents like Claude, Cursor, and ChatGPT read and write QuickBooks Online data through a standardized interface. Willow hosts and governs this server so enterprises can roll it out without a security review backlog.

How is Willow's QuickBooks Online MCP server different from the official one?

The official QuickBooks Online MCP server is scoped to a single user's account and does not include enterprise governance. Willow's version adds SSO, RBAC, audit logging, shadow AI detection, and centralized control over which actions agents can take across the entire org.

Which AI clients work with the QuickBooks Online MCP server?

Claude Desktop, Claude Code, Cursor, ChatGPT, VS Code with MCP support, n8n, and any custom agent built with OpenAI Agents SDK, LangChain, Vercel AI SDK, or Anthropic SDK.

Is the QuickBooks Online MCP server secure? How does Willow handle authentication?

Every call runs behind your existing SSO (Okta, Azure AD). Per-user OAuth scopes the agent to exactly what that user can do in QuickBooks Online, nothing more. No credentials reach the LLM. Every action writes to an audit trail.

Can I limit which QuickBooks Online actions agents can take?

Yes. Willow lets you scope agents to specific actions, specific projects, or specific environments. Toggle actions on or off in the dashboard, or enforce policy via infrastructure-as-code through GitHub.

How do I detect shadow QuickBooks Online MCP servers in my org?

Willow's browser extension and discovery service surface unmanaged MCP servers, skills, and AI agents across the org. If a developer installed an unapproved QuickBooks Online MCP locally, you'll see it.

What does the QuickBooks Online MCP server cost?

Pricing depends on org size and deployment model (SaaS, dedicated cloud, self-host). See withwillow.ai/pricing or contact sales for a quote.

How do I install the QuickBooks Online MCP server with Willow?

Install via the Willow Connect Panel in one click, or paste the JSON snippet above into your Claude Desktop, Cursor, or Claude Code config. SSO and RBAC inherit from your existing Willow setup.