QuickBooks

소개

This community-driven Model Context Protocol (MCP) server provides Claude with robust, production-ready access to QuickBooks Online data. It facilitates natural language querying, creation, and editing of various accounting entities, including customers, invoices, accounts, and transactions. Distinguishing itself from Intuit's official server, this tool offers critical features like support for both production and sandbox environments, secure credential storage via AWS Secrets Manager, advanced financial reporting (Profit & Loss, Balance Sheet, Trial Balance), and generic SQL-like querying capabilities, making it ideal for multi-user and enterprise-grade financial data management scenarios.

주요 기능

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• Supports production and sandbox QuickBooks Online environments for flexible deployment.
• Allows generic SQL-like queries for flexible data extraction from QuickBooks Online.
• Manages credentials using local files or AWS Secrets Manager for enhanced security and multi-user support.
• Generates key financial reports including Profit & Loss, Balance Sheet, and Trial Balance.
• Enables creation and editing of various financial entities like journal entries, bills, expenses, and sales receipts.

사용 사례

• Enabling natural language interaction with QuickBooks Online data for AI agents.
• Automating generation of financial reports like Profit & Loss and Balance Sheet.
• Managing QuickBooks Online access in shared or production environments with AWS Secrets Manager.