MCP (Model Context Protocol) server that gives Claude Code native tools for QuickBooks Online automation.
Qb Auto is an MCP project maintained in the scottcjn/qb-auto repository. The maintainer describes its purpose as “MCP (Model Context Protocol) server that gives Claude Code native tools for QuickBooks Online automation”. Read the project documentation for the complete scope.
The project provides a local client configuration using python3. Follow the repository’s build and installation steps before copying it, and replace example paths with the paths on your own computer.
Project documentation · Repository · Discovery listing. This profile records the public documentation checked on 2026-10-08.
Check the linked publisher documentation and your connected client's tool list. Names and availability can vary with the server version and account permissions.
| Tool | What it does |
|---|---|
| qb_page_state | Check current page/dialog state (~50 tokens) |
| qb_list_invoices | List all visible invoices with optional customer filter |
| qb_invoice_state | Inspect an open invoice form (line items, totals) |
| qb_receive_payment | Record a payment (navigate → fill → save → confirm) |
| qb_create_invoice | Create a new invoice with line items |
| qb_delete_line_item | Delete a line from an existing invoice |
| qb_edit_payment_amount | Edit an existing payment amount |
| qb_batch_receive_payments | Record multiple payments in sequence |
| qb_report | Run any QBO report (30+ report types) with date range options |
| qb_report_pnl | Profit & Loss (income statement) |
| qb_report_balance_sheet | Balance Sheet (assets, liabilities, equity) |
| qb_report_ar_aging | A/R Aging Summary (who owes, how overdue) |
| qb_report_customer_balance | Customer Balance Summary |
| qb_report_open_invoices | Open (unpaid) Invoices |
| qb_report_vendor_balance | Vendor Balance Summary |
{
"mcpServers": {
"quickbooks": {
"type": "stdio",
"command": "python3",
"args": [
"/path/to/qb-auto/server.py"
]
}
}
}From the project documentation. Replace placeholders and example paths before connecting.
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