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quickbooks-mcp

by VibeDNAUpdated May 11, 2026

Provides REST API access to QuickBooks data, allowing plain English queries via Claude for reports like P&L statements, unpaid invoices, overdue clients, invoice lists, vendors, and expense categories. Free tier offers six reports; paid tier ($19/mo) includes nine more for expense breakdowns, cash flow, invoice creation, payments, bills, balances, and AI features like anomaly detection and forecasts. Accountants and small business owners use it to retrieve financial data without multiple UI navigations.

quickbooks
financial-api
reports
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Overview

The quickbooks-mcp server connects Claude to QuickBooks data through a direct REST API, enabling natural language queries for financial reports and operations. It addresses QuickBooks UI limitations, such as buried P&L data and multi-click access to overdue invoices, by providing structured API endpoints.

Key Capabilities

Free tier (6 tools):

  • P&L: Retrieves profit and loss statements.
  • unpaid invoices: Lists outstanding invoices.
  • overdue clients: Identifies clients with overdue payments.
  • invoice list: Fetches all invoices.
  • vendors: Queries vendor data.
  • expense categories: Lists expense categories.

Paid tier ($19/mo, 9 tools):

  • expense breakdown: Details expenses by category.
  • cash flow: Generates cash flow reports.
  • create invoices: Creates new invoices.
  • record payments: Logs payments received.
  • bills: Manages bill data.
  • balances: Checks account balances.
  • AI anomaly detection: Detects unusual financial patterns.
  • AI cashflow forecast: Predicts future cash flows.
  • AI financial health: Assesses overall financial status.

Compatible with VibeDNA MCP Studio.

Use Cases

  1. An accountant queries P&L via Claude: "Show Q3 profit and loss," bypassing UI menus for instant reports.
  2. A business owner asks for overdue clients and unpaid invoices to prioritize collections.
  3. Using paid create invoices and record payments, automate billing workflows from natural language prompts.
  4. Finance managers run AI cashflow forecast and AI anomaly detection to spot issues and predict trends.

Who This Is For

Accountants, bookkeepers, small business owners, and developers integrating QuickBooks data into apps or AI workflows needing quick API access to reports and transactions.