Add it to Claude Code
claude mcp add -e "QUICKBOOKS_CLIENT_ID=${QUICKBOOKS_CLIENT_ID}" -e "QUICKBOOKS_CLIENT_SECRET=${QUICKBOOKS_CLIENT_SECRET}" -e "QUICKBOOKS_REFRESH_TOKEN=${QUICKBOOKS_REFRESH_TOKEN}" -e "QUICKBOOKS_COMPANY_ID=${QUICKBOOKS_COMPANY_ID}" -e "QUICKBOOKS_ENV=${QUICKBOOKS_ENV}" quickbooks-mcp-server -- uv --directory "<absolute_path_to_quickbooks_mcp_folder>" run main_quickbooks_mcp.pyQUICKBOOKS_CLIENT_IDQUICKBOOKS_CLIENT_SECRETQUICKBOOKS_REFRESH_TOKENQUICKBOOKS_COMPANY_IDQUICKBOOKS_ENVMake your agent remember this setup
quickbooks-mcp-server's config, env vars, and the gotchas you hit — recalled in every future Claude Code, Cursor, and Codex session.
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What it does
- Secure, local-first architecture
- Natural language querying of financial data
- Direct interface to QuickBooks API
- Automatic retrieval of recent API documentation
Tools 3
query_accountsRetrieves account information from QuickBooksquery_billsRetrieves bill information from QuickBooks based on date filtersquery_customersRetrieves customer information from QuickBooksEnvironment Variables
QUICKBOOKS_CLIENT_IDrequiredYour QuickBooks API Client IDQUICKBOOKS_CLIENT_SECRETrequiredYour QuickBooks API Client SecretQUICKBOOKS_REFRESH_TOKENrequiredYour QuickBooks API Refresh TokenQUICKBOOKS_COMPANY_IDrequiredYour QuickBooks Company IDQUICKBOOKS_ENVrequiredEnvironment setting, either 'sandbox' or 'production'Try it
Original README from nikhilgy/quickbooks-mcp-server
🧾 QuickBooks MCP Server
A secure, local-first Model Context Protocol (MCP) server to query QuickBooks data using natural language inside Claude Desktop.
✅ MCP Review Certification
This MCP Server is certified by MCP Review.
Being listed and certified on MCP Review ensures this server adheres to MCP standards and best practices, and is trusted by the developer community.
Requirements:
- Python 3.10 or higher
Environment Setup
For local development, create a .env file in the project root with your QuickBooks credentials:
# Copy the template and fill in your actual credentials
cp env_template.txt .env
Then edit the .env file with your actual QuickBooks API credentials:
QUICKBOOKS_CLIENT_ID=your_actual_client_id
QUICKBOOKS_CLIENT_SECRET=your_actual_client_secret
QUICKBOOKS_REFRESH_TOKEN=your_actual_refresh_token
QUICKBOOKS_COMPANY_ID=your_actual_company_id
QUICKBOOKS_ENV='sandbox' or 'production'
Note: The .env file is automatically ignored by git for security reasons.
Step 1. Install uv:
- MacOS/Linux: curl -LsSf https://astral.sh/uv/install.sh | sh
- Windows: powershell -ExecutionPolicy ByPass -c "irm https://astral.sh/uv/install.ps1 | iex"
Step 2. Configure Claude Desktop
- Download Claude Desktop.
- Launch Claude and go to Settings > Developer > Edit Config.
- Modify
claude_desktop_config.jsonwith:
{
"mcpServers": {
"QuickBooks": {
"command": "uv",
"args": [
"--directory",
"<absolute_path_to_quickbooks_mcp_folder>",
"run",
"main_quickbooks_mcp.py"
]
}
}
}
- Relaunch Claude Desktop.
The first time you open Claude Desktop with these setting it may take 10-20 seconds before the QuickBooks tools appear in the interface due to the installation of the required packages and the download of the most recent QuickBooks API documentation.
Everytime you launch Claude Desktop, the most recent QuickBooks API tools are made available to your AI assistant.
Step 3. Launch Claude Desktop and let your assistant help you
Examples
Query Accounts
Get all accounts from QuickBooks.
Query Bills
Get all bills from QuickBooks created after 2024-01-01.
Query Customers
Get all customers from QuickBooks.