QuickBooks guMCP Server

Tools

• 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

• Get Sales Receipt

  Get a single sales receipt by ID

• Create Sales Receipt

  Create a new sales receipt (cash sale)

• Get Credit Memo

  Get a single credit memo by ID

• Create Credit Memo

  Create a credit memo for a customer

• Get Vendor Credit

  Get a single vendor credit by ID

• Create Vendor Credit

  Create a vendor credit

• Get Purchase

  Get a single purchase/expense by ID

• Get Purchase Order

  Get a single purchase order by ID

• Get Journal Entry

  Get a single journal entry by ID

• Create Journal Entry

  Create a new journal entry with debit/credit lines

• Get Customer

  Get a single customer by ID with full details

• Create Customer

  Create a new customer

• Update Customer

  Update an existing customer using sparse update

• Get Vendor

  Get a single vendor by ID with full details

• Create Vendor

  Create a new vendor

• Update Vendor

  Update an existing vendor using sparse update

• Get Employee

  Get a single employee by ID

• Create Employee

  Create a new employee

• Get Payment

  Get a single payment by ID

• Create Payment

  Record a customer payment against invoices

• Delete Payment

  Void a customer payment

• Create Bill Payment

  Record a bill payment to a vendor

• Get Account

  Get a single account by ID

• Create Account

  Create a new account in the chart of accounts

• Update Account

  Update an existing account

• Get Item

  Get a single product/service item by ID

• Create Item

  Create a new product or service item

• Update Item

  Update an existing product/service item

• Get Time Activity

  Get a single time activity by ID

• Create Time Activity

  Log a time tracking entry

• Update Time Activity

  Update an existing time activity

• Get Profit And Loss Report

  Run a Profit and Loss report for a date range

• Get Balance Sheet Report

  Run a Balance Sheet report as of a date

• Get Cash Flow Report

  Run a Statement of Cash Flows report

• Get Trial Balance Report

  Run a Trial Balance report as of a date

• Get Aged Receivables Report

  Run an Aged Receivables report

• Get Aged Payables Report

  Run an Aged Payables report

• Get General Ledger Report

  Run a General Ledger report

• Execute Query

  Execute a QuickBooks query to list and filter entities. Uses SQL-like syntax: SELECT * FROM EntityName WHERE Field = 'value'. Queryable entities: Invoice, Customer, Vendor, Bill, Estimate, Payment, Item, Account, Employee, JournalEntry, SalesReceipt, CreditMemo, VendorCredit, Purchase, PurchaseOrder, TimeActivity, TaxCode, TaxRate, PaymentMethod, Term, Class, Department. Supports WHERE operators: =, <, >, <=, >=, LIKE '%value%', IN ('a','b'). No JOINs or OR operators.

• Get Company Info

  Get connected company information

• Get Preferences

  Get company preferences and settings