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quickbooks

MCP server for QuickBooks - Accounting and financial management integration

Installation
Run this command in your terminal to add the MCP server to Claude Code.
Run in terminal:
Command
claude mcp add --transport stdio lokimcpuniverse-quickbooks-mcp-server uvx quickbooks-mcp-server \
  --env QB_ENV="sandbox|production" \
  --env MCP_DEBUG="true" \
  --env QB_REALM_ID="your-Realm-Id" \
  --env QB_CLIENT_ID="your-Client-Id" \
  --env QB_REDIRECT_URI="https://your-app/callback" \
  --env QB_CLIENT_SECRET="your-Client-Secret"

How to use

This MCP server provides a bridge between QuickBooks Online APIs and GenAI applications. It exposes a configurable MCP endpoint that handles authentication, rate limiting, retries, and error management so your AI-powered workflows can query QuickBooks data reliably. The server is designed to be integrated into an MCP-enabled architecture where agents or tools can request QuickBooks data through the MCP protocol with standardized responses and error handling. You can customize authentication methods and environment settings to fit your QuickBooks app credentials and deployment environment. The server supports asynchronous operation to maximize performance when handling multiple requests concurrently.

How to install

  • Prerequisites:

    • Python 3.8+ installed on your system
    • pip available in your PATH
    • Access to QuickBooks Online API credentials (OAuth client ID/secret, realm ID)
  • Install the MCP server from PyPI:

    pip install quickbooks-mcp-server
    
  • Alternative: install from source

    git clone https://github.com/LokiMCPUniverse/quickbooks-mcp-server.git
    cd quickbooks-mcp-server
    pip install -e .
    
  • Prepare environment variables (example):

    • QB_CLIENT_ID=your-client-id
    • QB_CLIENT_SECRET=your-client-secret
    • QB_REALM_ID=your-realm-id
    • QB_ENV=sandbox|production
    • QB_REDIRECT_URI=https://your-app/callback
    • MCP_DEBUG=true (optional)
  • Run the server (via uvx):

    uvx quickbooks-mcp-server
    
  • Verify startup messages and connect to the MCP client to perform QuickBooks operations.

Additional notes

Environment variables control authentication and runtime behavior. Ensure you configure QB_ENV correctly (sandbox for testing, production for live data). If you encounter authentication errors, double-check OAuth credentials and redirect URIs. The MCP server includes retry logic and error handling to cope with transient network issues or API rate limits. For local development, you may want to enable MCP_DEBUG to get verbose logs. When deploying, consider securing environment variables and restricting access to the MCP endpoint. If you modify the server code, reinstall or reload to apply changes.

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