QuickBooks

Connect AI agents to QuickBooks for accounting automation and financial data management

Prerequisites Before you begin, create an account and get your API Key.

Getting started

Connect to QuickBooks to manage accounts, invoices, customers, payments, vendors, and automate accounting workflows through AI agents.

API

1. Install the SDKs (optional)

   pip

   pip install klavis
   

2. Create a Strata MCP Server with QuickBooks

   Python

   from klavis import Klavis
   from klavis.types import McpServerName
   
   klavis_client = Klavis(api_key="YOUR_API_KEY")
   
   response = klavis_client.mcp_server.create_strata_server(
       servers=[McpServerName.QUICKBOOKS],
       user_id="user123"
   )
   

   API Reference

   Full Strata API endpoints

3. Authenticate

   Python

   import webbrowser
   
   # Open OAuth authorization page
   webbrowser.open(response.oauth_urls[McpServerName.QUICKBOOKS])
   

   🎉 Your QuickBooks MCP Server is ready! Once authentication is complete, you can use your MCP server URL with any MCP-compatible client.

Available Tools

Tools Information

Tool Name	Description
Account Management
create_account	Create a new account in QuickBooks
get_account	Get a specific account by ID from QuickBooks
list_accounts	List all chart of accounts from QuickBooks
update_account	Update an existing account in QuickBooks
search_accounts	Advanced Account Search with powerful filters including name, type, classification, status, and other criteria
Invoice Management
create_invoice	Create a new invoice in QuickBooks. Requires CustomerRef and at least one valid line
get_invoice	Retrieve a specific invoice by ID with all its details including line items, amounts, and status
list_invoices	Retrieve all invoices from QuickBooks with pagination support
search_invoices	Advanced Invoice Search with powerful filters including dates, amounts, addresses, customer info, and status
update_invoice	Modify an existing invoice in QuickBooks with automatic sync token handling
delete_invoice	Permanently delete an invoice from QuickBooks (use with caution)
send_invoice	Send an invoice to customer via email with delivery tracking
void_invoice	Void an existing invoice while keeping the record for audit trail
Customer Management
create_customer	Create a new customer in QuickBooks
get_customer	Get a specific customer by ID from QuickBooks
list_customers	List all customers from QuickBooks
update_customer	Update an existing customer in QuickBooks
search_customers	Advanced Customer Search with powerful filters including name, contact info, address, balance, and status
activate_customer	Activate a customer in QuickBooks (set Active to true)
deactivate_customer	Deactivate a customer from QuickBooks (set Active to false)
Payment Management
create_payment	Create a new payment in QuickBooks. Can be applied to specific invoices or created as unapplied credit
get_payment	Retrieve a specific payment by ID with all its details and linked transactions
list_payments	Retrieve all payments from QuickBooks with pagination support
search_payments	Advanced Payment Search with powerful filters including dates, amounts, customer info, and status
update_payment	Modify an existing payment in QuickBooks with automatic sync token handling
delete_payment	Permanently delete a payment from QuickBooks (use with caution)
send_payment	Send a payment receipt to customer via email
void_payment	Void an existing payment while keeping the record for audit trail
Vendor Management
create_vendor	Create a new vendor in QuickBooks. Requires DisplayName or name components
get_vendor	Get a specific vendor by ID from QuickBooks
list_vendors	List all vendors from QuickBooks
search_vendors	Search vendors with various filters including name, company, contact info, and status
update_vendor	Update an existing vendor in QuickBooks
activate_vendor	Activate a vendor in QuickBooks (set Active to true)
deactivate_vendor	Deactivate a vendor from QuickBooks (set Active to false)

For more details about tool input schema, use the get_tools API.

Next Steps

White-label Authentication

Customize OAuth flows with your own branding

AI Platform Integrations

Integrate Klavis MCP Servers with leading AI platforms

Integrations

Explore available MCP servers

API Reference

REST endpoints and schemas