# QuickBooks — how to use (mcp.ai)

Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business

## Option A — via MCP (recommended)
Remote MCP endpoint (HTTP, streamable): `https://api.mcp.ai/p_quickbooks?ms=1781542140000`
Add it as a custom/remote MCP connector in your client (Claude, Cursor, VS Code…), then authenticate when prompted. Once connected, ask the agent to use the server's tools (e.g. `quickbooks_create_account`).

## Option B — via direct REST API
Base URL: `https://api.mcp.ai/api/quickbooks`
Auth: `Authorization: Bearer sk_live_…` — create a workspace API key at https://mcp.ai/settings/api-keys
Discover endpoints: `GET https://api.mcp.ai/api/quickbooks/_endpoints`

### Endpoints
- `POST https://api.mcp.ai/api/quickbooks/create/account` — Create a new account in quickbooks with the given parameters.
  - body: { name: string, account_type?: string, account_number?: string, account_sub_type?: string }
- `POST https://api.mcp.ai/api/quickbooks/create/customer` — Create a new customer in quickbooks with the given parameters.
  - body: { title?: string, suffix?: string, given_name?: string, family_name?: string, middle_name?: string, display_name?: string }
- `POST https://api.mcp.ai/api/quickbooks/create/employee` — Create a new employee in quickbooks.
  - body: { given_name?: string, family_name?: string, primary_addr?: object }
- `POST https://api.mcp.ai/api/quickbooks/create/vendor` — Create a new vendor in quickbooks with the given details.
  - body: { title?: string, suffix?: string, given_name?: string, family_name?: string, middle_name?: string, display_name?: string }
- `POST https://api.mcp.ai/api/quickbooks/customer/balance/detail` — Generate a balance detail report for a customer in quickbooks with the given customer id.
  - body: { arpaid?: string, columns?: string, custom1?: string, shipvia?: string, sort_by?: string, term_ids?: string[], sort_order?: string, end_duedate?: string, report_date?: string, aging_method?: string, customer_ids?: string[], start_duedate?: string, department_ids?: string[] }
- `POST https://api.mcp.ai/api/quickbooks/customer/balance/report` — Generate a balance report for a customer in quickbooks with the given customer id.
  - body: { arpaid?: string, date_macro?: string, sort_order?: string, report_date?: string, customer_ids?: string[], department_ids?: string[], accounting_method?: string, summarize_column_by?: string }
- `POST https://api.mcp.ai/api/quickbooks/query/account` — Query an account in quickbooks with the given parameters.
  - body: { query: string }
- `POST https://api.mcp.ai/api/quickbooks/read/account` — Read an account in quickbooks with the given account id.
  - body: { account_id: string }
- `POST https://api.mcp.ai/api/quickbooks/read/customer` — Read a customer in quickbooks with the given customer id.
  - body: { customer_id: string }
- `POST https://api.mcp.ai/api/quickbooks/read/employee` — Read an employee's details in quickbooks with the given employee id.
  - body: { employee_id: string }
- `POST https://api.mcp.ai/api/quickbooks/read/vendor` — Read a vendor in quickbooks with the given vendor id.
  - body: { vendor_id: string }
- `POST https://api.mcp.ai/api/quickbooks/vendor/balance/detail` — Generate a balance detail report for a vendor in quickbooks with the given vendor id.
  - body: { appaid?: string, sort_by?: string, term_ids?: string[], date_macro?: string, sort_order?: string, vendor_ids?: string[], end_duedate?: string, report_date?: string, duedate_macro?: string, start_duedate?: string, department_ids?: string[], accounting_method?: string }
- `POST https://api.mcp.ai/api/quickbooks/vendor/balance/report` — Get the balance report of a vendor in quickbooks with the given vendor id.
  - body: { qzurl?: string, appaid?: string, date_macro?: string, sort_order?: string, vendor_ids?: string[], report_date?: string, department_ids?: string[], accounting_method?: string, summarize_column_by?: string }

## More
- Page: https://mcp.ai/quickbooks
- Agent spec (llms.txt): https://mcp.ai/quickbooks/llms.txt
- Postman collection: https://mcp.ai/quickbooks/postman.json