QuickBooks MCP Server
Connect to the QuickBooks MCP server to create and send invoices, manage bills and payments, run financial reports, and query your books using AI agents on Gumloop, Claude, or Cursor.
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QuickBooks
Installation
Set up the QuickBooks MCP server in Gumloop
Do this once to provision your hosted server URL.
Create a Gumloop account
To use this MCP, you need a Gumloop account. If you don't have one yet, sign up and start a 14-day free trial.
Add and authorize the QuickBooks server
In Gumloop, open Connectors and add QuickBooks. You'll be sent to QuickBooks's sign-in screen to grant access. The credential is stored securely in Gumloop.
Then use it in your client
Use in GumloopUse QuickBooks in an agent
Once QuickBooks is set up, just open any Gumloop agent, add QuickBooks as a connector, and start chatting with the agent.
Tools (60)
Get Invoice
Get a single invoice by ID with full details
Create Invoice
Create a new invoice for a customer with line items
Update Invoice
Update an existing invoice using sparse update
Delete Invoice
Delete an invoice by ID
Void Invoice
Void an invoice by ID (keeps record but zeroes balance)
Send Invoice
Send an invoice via email to the customer
Get Bill
Get a single bill by ID with full details
Create Bill
Create a new bill from a vendor
Update Bill
Update an existing bill using sparse update
Get Estimate
Get a single estimate by ID with full details
Create Estimate
Create a new estimate/quote for a customer
Update Estimate
Update an existing estimate using sparse update
What is QuickBooks MCP?
The QuickBooks MCP server gives AI agents access to your QuickBooks Online accounting data. That means agents can create, send, and update invoices, enter bills and record payments, manage customers, vendors, items, and the chart of accounts, post journal entries, run financial reports, and query your books. It covers the core QuickBooks Online objects your finance team works with: customers, vendors, invoices, bills, estimates, payments, expenses, accounts, items, journal entries, and reports.
If your team spends time typing up invoices, entering bills from vendors, chasing payments, and pulling reports together at month-end, an AI agent can take a lot of that off your plate. Describe what you need, and your AI agent will handle the bookkeeping work for you.
MCP stands for Model Context Protocol. It’s an open standard that gives AI agents a way to connect to external tools and services. Instead of registering an Intuit app, managing OAuth tokens and your company realm ID, and writing code against the QuickBooks API, you connect your QuickBooks account to Gumloop once. After that, you can manage your books just by chatting with your AI agent.
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What you can do with QuickBooks MCP on Gumloop
Create, update, and send invoices
Generate invoices with line items, update or void them, and email them straight to customers. An AI agent can turn an order or a project into an invoice and send it without you opening QuickBooks.
Manage bills and vendor payments
Enter vendor bills, record bill payments by check or credit card, and create purchase orders. Your agent can keep accounts payable current as bills come in.
Record customer payments and expenses
Log customer payments against invoices, create expenses from a bank or credit card account, and track billable time. An agent can keep cash and spending up to date across your books.
Maintain customers, vendors, and employees
Create and update customer and vendor records with full contact details, and add employees. An AI agent can keep your directory clean and consistent.
Manage your chart of accounts and items
Create and update accounts in your chart of accounts, and add inventory, service, or non-inventory items with prices and linked accounts. Useful for keeping your books structured as the business grows.
Run financial reports
Pull Profit and Loss, Balance Sheet, Cash Flow, Trial Balance, Aged Receivables, Aged Payables, and General Ledger reports on demand, with date-range and accounting-method options. An agent can assemble a month-end summary in seconds.
Post journal entries and issue credits
Record journal entries with balanced debit and credit lines, and issue customer credit memos or vendor credits. An agent can handle manual adjustments and corrections with the right accounts.
Query any QuickBooks entity
Use a flexible, SQL-like query to search and filter invoices, customers, vendors, transactions, and more. An AI agent can pull exactly the records you need, like every overdue invoice or your top customers by balance.
How to connect the Gumloop QuickBooks MCP Server
- 1
Create a Gumloop account
Sign up at gumloop.com. Every new account starts with a 14-day free trial.
- 2
Add the QuickBooks MCP server
Copy your MCP server URL from Gumloop and add it to your preferred client (Claude, Cursor, or Gumloop workflows). You'll authorize on first use.
- 3
Start using QuickBooks in your AI workflows
That's it. Your AI agent can now create and send invoices, manage bills and payments, run reports, and query your books. Use it inside a Gumloop automation, in Claude Desktop, or in Cursor.
QuickBooks MCP use cases
Automated invoicing for AR and finance ops
An agent can pull completed orders or projects from a sheet or your CRM, create the matching invoices in QuickBooks, send them to customers, and record payments as they come in. The invoicing process runs on its own, instead of one form at a time.
Accounts payable for bookkeepers
When bill details arrive, an agent can enter the vendor bill, code it to the right account, and record a bill payment by check or credit card when it’s due. Bookkeepers keep AP current without manual entry.
Month-end reporting for founders and controllers
An agent can run the Profit and Loss, Balance Sheet, and Aged Receivables reports for the period, summarize the numbers, and post the highlights to Slack or a Google Sheet. Leaders get a month-end snapshot without anyone building it by hand.
Expense and billable-time tracking for ops teams
An agent can create expenses from bank or credit card accounts, tag them to the right customer, and log billable time activities. Reimbursements and billable hours stay current for the next invoice run.
Financial Q&A and data extraction for analysts
Using the query tool, an agent can answer questions like which invoices are overdue or which customers owe the most, and write the results to a sheet. Analysts get answers from the books without exporting and filtering by hand.
Why use Gumloop for QuickBooks MCP
Connect your QuickBooks account once, no Intuit app or realm setup
Most QuickBooks integrations you’ll find on GitHub make you register an Intuit developer app, manage a client ID and secret, track your company realm ID, and refresh OAuth tokens yourself. With Gumloop you just connect your QuickBooks account, your company is detected automatically, and you stay connected. No app registration, token management, or code necessary.
Works with multiple MCP clients
Use the QuickBooks MCP server endpoint in Claude Desktop, Cursor, or directly inside Gumloop agents. Same server URL, works with any MCP client.
Chain QuickBooks with 100+ other integrations
Combine QuickBooks with Stripe, Salesforce, Google Sheets, Slack, and other MCP tools in a single AI agent. An agent can pull a closed deal from your CRM, create and send the invoice in QuickBooks, and post a confirmation to Slack, all in one run.
Enterprise-grade and scalable
Built for teams, with role-based permissions and dedicated support for Pro users. For details on Gumloop’s security practices, see trust.gumloop.com.
Pricing with a free trial
You can test the QuickBooks MCP integration during Gumloop’s 14-day free trial before committing. Paid plans start at $37/month.
Frequently asked questions
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