Connect
Optimize
Secure
QuickBooks Online MCP Server
for AI Agents
Production-ready QuickBooks Online MCP server with 95 extensible actions — plus built-in authentication, security, and optimized execution.
QuickBooks Online MCP Server
Built by 
StackOne
StackOne 
Coverage
95 Agent Actions
Create, read, update, and delete across QuickBooks Online — and extend your agent's capabilities with custom actions.
Authentication
Agent Tool Authentication
Per-user OAuth in one call. Your QuickBooks Online MCP server gets session-scoped tokens with zero credentials stored on your infra.
Agent Auth →
Security
Agent Protection
Every QuickBooks Online tool response scanned for prompt injection in milliseconds — 88.7% accuracy, all running on CPU.
Prompt Injection Defense →
Performance
Max Agent Context. Min Cost.
Free up to 96% of your agent's context window to enhance reasoning and reduce cost, on every QuickBooks Online call.
Tools Discovery →What is the QuickBooks Online MCP Server?
A QuickBooks Online MCP server lets AI agents read and write QuickBooks Online data through the Model Context Protocol — Anthropic's open standard for connecting LLMs to external tools. StackOne's QuickBooks Online MCP server ships with 95 pre-built actions, fully extensible via the Connector Builder — plus managed authentication, prompt injection defense, and optimized agent context. Connect it from MCP clients like Claude Desktop, Cursor, and VS Code, or from agent frameworks like OpenAI Agents SDK, LangChain, and Vercel AI SDK.
All QuickBooks Online MCP Tools and Actions
Every action from QuickBooks Online's API, ready for your agent. Create, read, update, and delete — scoped to exactly what you need.
Customers
- Create Customer
Create a new customer in QuickBooks. Either DisplayName or at least one name component (GivenName, MiddleName, FamilyName) is required.
- List Customers
Retrieve a list of customers using query syntax. Returns paginated results.
- Get Customer
Retrieve customer data by ID from QuickBooks API.
- Update Customer
Update an existing customer in QuickBooks. Requires Id and SyncToken.
Invoices
- Create Invoice
Create a new invoice in QuickBooks. Requires Line array and CustomerRef.
- List Invoices
Retrieve a list of invoices using query syntax. Returns paginated results.
- Get Invoice
Retrieve invoice data by ID from QuickBooks API.
- Update Invoice
Update an existing invoice in QuickBooks. Requires Id and SyncToken.
- Delete Invoice
Delete an invoice in QuickBooks using the delete operation.
Vendors
- Create Vendor
Create a new vendor in QuickBooks. Either DisplayName or at least one of Title, GivenName, MiddleName, FamilyName, or Suffix is required.
- List Vendors
Retrieve a list of vendors using query syntax. Returns paginated results.
- Get Vendor
Retrieve vendor data by ID from QuickBooks API.
- Update Vendor
Full update of an existing vendor in QuickBooks. Requires Id and SyncToken. Writable fields omitted from the request body are set to NULL.
Bills
- Create Bill
Create a new bill in QuickBooks. Requires Line array and VendorRef.
- List Bills
Retrieve a list of bills using query syntax. Returns paginated results.
- Get Bill
Retrieve bill data by ID from QuickBooks API.
- Update Bill
Update an existing bill in QuickBooks. Requires Id, SyncToken, and VendorRef.
- Delete Bill
Delete a bill in QuickBooks using the delete operation.
Bill Payments
- Create Bill Payment
Create a new bill payment in QuickBooks. Requires VendorRef, TotalAmt, Line, and PayType.
- List Bill Payments
Retrieve a list of bill payments using query syntax. Returns paginated results.
- Get Bill Payment
Retrieve bill payment data by ID from QuickBooks API.
- Update Bill Payment
Update an existing bill payment in QuickBooks. Requires Id and SyncToken.
- Delete Bill Payment
Delete a bill payment in QuickBooks using the delete operation.
Vendor Credits
- Create Vendor Credit
Create a new vendor credit in QuickBooks. Requires Line array and VendorRef.
- List Vendor Credits
Retrieve a list of vendor credits using query syntax. Returns paginated results.
- Get Vendor Credit
Retrieve vendor credit data by ID from QuickBooks API.
- Update Vendor Credit
Update an existing vendor credit in QuickBooks. Requires Id, SyncToken, and VendorRef.
- Delete Vendor Credit
Delete a vendor credit in QuickBooks using the delete operation.
Payments
- Create Payment
Create a new payment in QuickBooks. Requires CustomerRef and TotalAmt.
- List Payments
Retrieve a list of payments using query syntax. Returns paginated results.
- Get Payment
Retrieve payment data by ID from QuickBooks API.
- Update Payment
Update an existing payment in QuickBooks. Requires Id and SyncToken.
- Delete Payment
Delete a payment in QuickBooks using the delete operation.
Accounts
- Create Account
Create a new account in QuickBooks. Requires Name and either AccountType or AccountSubType.
- List Accounts
Retrieve a list of accounts using query syntax. Returns paginated results.
- Get Account
Retrieve account data by ID from QuickBooks API.
- Update Account
Update an existing account in QuickBooks. Requires Id, SyncToken, and Name.
Items
- Create Item
Create a new item in QuickBooks. Requires Name and Type (with minorVersion 4+).
- List Items
Retrieve a list of items using query syntax. Returns paginated results.
- Get Item
Retrieve item data by ID from QuickBooks API.
- Update Item
Update an existing item in QuickBooks. Requires Id and SyncToken. Full update - omitted fields are set to NULL.
Estimates
- Create Estimate
Create a new estimate in QuickBooks. Requires Line array and CustomerRef.
- Get Estimate
Retrieve estimate data by ID from QuickBooks API.
- Update Estimate
Update an existing estimate in QuickBooks. Requires Id and SyncToken.
- Delete Estimate
Delete an estimate in QuickBooks using the delete operation.
Purchase Orders
- Create Purchase Order
Create a new purchase order in QuickBooks. Requires APAccountRef, VendorRef, and Line array.
- List Purchase Orders
Retrieve a list of purchase orders using query syntax. Returns paginated results.
- Get Purchase Order
Retrieve purchase order data by ID from QuickBooks API.
- Delete Purchase Order
Delete a purchase order in QuickBooks using the delete operation.
Purchases
- Create Purchase
Create a new purchase transaction in QuickBooks. Requires Line array, AccountRef, and PaymentType.
- List Purchases
Retrieve a list of purchases using query syntax. Returns paginated results.
- Get Purchase
Retrieve purchase transaction data by ID from QuickBooks API.
- Delete Purchase
Delete a purchase in QuickBooks using the delete operation.
Credit Memos
- Create Credit Memo
Create a new credit memo in QuickBooks. Requires Line array and CustomerRef.
- Get Credit Memo
Retrieve credit memo data by ID from QuickBooks API.
- Delete Credit Memo
Delete a credit memo in QuickBooks using the delete operation.
Sales Receipts
- Create Sales Receipt
Create a new sales receipt in QuickBooks. Requires Line array with at least one SalesItemLine or GroupLine.
- List Sales Receipts
Retrieve a list of sales receipts using query syntax. Returns paginated results.
- Get Sales Receipt
Retrieve sales receipt data by ID from QuickBooks API.
- Delete Sales Receipt
Delete a sales receipt in QuickBooks using the delete operation.
Refund Receipts
- Create Refund Receipt
Create a new refund receipt in QuickBooks. Requires Line array with at least one line item.
- List Refund Receipts
Retrieve a list of refund receipts using query syntax. Returns paginated results.
- Get Refund Receipt
Retrieve refund receipt data by ID from QuickBooks API.
- Delete Refund Receipt
Delete a refund receipt in QuickBooks using the delete operation.
Journal Entrys
- Create Journal Entry
Create a new journal entry in QuickBooks. Requires Line array with debits and credits that balance.
- Get Journal Entry
Retrieve journal entry data by ID from QuickBooks API.
- Delete Journal Entry
Delete a journal entry in QuickBooks using the delete operation.
Deposits
- Create Deposit
Create a new deposit in QuickBooks. Requires DepositToAccountRef and Line array.
- Get Deposit
Retrieve deposit data by ID from QuickBooks API.
- Delete Deposit
Delete a deposit in QuickBooks using the delete operation.
Transfers
- Create Transfer
Create a new transfer in QuickBooks. Requires FromAccountRef, ToAccountRef, and Amount.
- Get Transfer
Retrieve transfer data by ID from QuickBooks API.
- Delete Transfer
Delete a transfer in QuickBooks. Requires full payload including Id, SyncToken, FromAccountRef, ToAccountRef, and Amount.
Employees
- Create Employee
Create a new employee in QuickBooks. At least one of GivenName or FamilyName is required.
- Get Employee
Retrieve employee data by ID from QuickBooks API.
Class
- Create Class
Create a new class in QuickBooks. Requires Name.
- Get Class
Retrieve class data by ID from QuickBooks API.
Departments
- Create Department
Create a new department in QuickBooks. Requires Name.
- Get Department
Retrieve department data by ID from QuickBooks API.
Tax Codes
- List Tax Codes
Retrieve a list of tax codes using query syntax. Returns paginated results.
- Get Tax Code
Retrieve tax code data by ID from QuickBooks API.
Tax Rates
- List Tax Rates
Retrieve a list of tax rates using query syntax. Returns paginated results.
- Get Tax Rate
Retrieve tax rate data by ID from QuickBooks API.
Payment Methods
- Create Payment Method
Create a new payment method in QuickBooks. Requires Name.
- Get Payment Method
Retrieve payment method data by ID from QuickBooks API.
Terms
- Create Term
Create a new payment term in QuickBooks. Requires Name.
- Get Term
Retrieve payment term data by ID from QuickBooks API.
Other (8)
- Get Company Info
Retrieve company information directly from QuickBooks API.
- Get Account List Report
Retrieve the Account List report from QuickBooks, which provides detailed information about all accounts including balances, types, and descriptions.
- Get Profit And Loss Report
Retrieve Profit and Loss report from QuickBooks API.
- Get Balance Sheet Report
Retrieve Balance Sheet report from QuickBooks API.
- Get Cash Flow Report
Retrieve Cash Flow statement from QuickBooks API.
- Get Aged Receivables Detail Report
Retrieve Aged Receivables Detail report from QuickBooks API.
- Get Aged Payables Detail Report
Retrieve Aged Payables Detail report from QuickBooks API.
- Execute Query
Execute a SQL-like query against QuickBooks Online API using the query endpoint. Returns unmodified API response.
Set Up Your QuickBooks Online MCP Server in Minutes
One endpoint. Any framework. Your agent is talking to QuickBooks Online in under 10 lines of code.
MCP Clients
Agent Frameworks
JSON{
"mcpServers": {
"stackone": {
"command": "npx",
"args": [
"-y",
"mcp-remote@latest",
"https://api.stackone.com/mcp?x-account-id=<account_id>",
"--header",
"Authorization: Basic <YOUR_BASE64_TOKEN>"
]
}
}
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QuickBooks Online MCP Server Resources
MCP Code Mode: Keeping Tool Responses Out of Agent Context
Anthropic's code_execution processes data already in context. Custom MCP code mode keeps raw tool responses in a sandbox. 14K tokens vs 500.
11 min
Comparing BM25, TF-IDF, and Hybrid Search for MCP Tool Discovery
Benchmarking BM25, TF-IDF, and hybrid search for MCP tool discovery across 916 tools. The 80/20 TF-IDF/BM25 hybrid hits 21% Top-1 accuracy in under 1ms.
10 min
Indirect Prompt Injection Defense for MCP Tools: A Technical Guide
MCP tools that read emails, CRM records, and tickets are indirect prompt injection vectors. Here's how we built a two-tier defense that scans tool results in ~11ms.
12 min
QuickBooks Online MCP Server FAQ
QuickBooks Online MCP server vs direct API integration — what's the difference?
A QuickBooks Online MCP server and direct API integration serve different use cases. Direct API integration is for software-to-software — backend code calling QuickBooks Online. A QuickBooks Online MCP server is for AI agents — MCP clients like Claude and Cursor, plus framework agents built with OpenAI, LangChain, or Vercel AI — discovering and calling QuickBooks Online at runtime. StackOne provides both.
How does QuickBooks Online authentication work for AI agents?
QuickBooks Online authentication for AI agents works through a StackOne Connect Session. Create one via the dashboard or the SDK — you get an auth link and ready-to-paste config for Claude Desktop, Cursor, and other MCP clients. Your user authenticates their own QuickBooks Online account; StackOne handles token exchange, storage, and refresh. Credentials never reach the LLM, and each user is isolated via
origin_owner_id.Are QuickBooks Online MCP tools vulnerable to prompt injection?
Yes — QuickBooks Online MCP tools can be vulnerable to indirect prompt injection. Any tool that reads user-written content — documents, messages, tickets, records, or free-text fields — is a potential vector. StackOne Defender scans every tool response before it enters the agent's context — regex patterns in ~1ms, then a MiniLM classifier in ~4ms. 88.7% accuracy, CPU-only.
What is the context bloat of a QuickBooks Online agent and how do I avoid it?
Context bloat happens when QuickBooks Online tool schemas and API responses eat your QuickBooks Online agent's memory, preventing it from reasoning effectively. A single QuickBooks Online query can return a massive JSON response, and connecting multiple tools compounds the problem. Tools Discovery and Code Mode reduce context bloat — loading only relevant tools per query and keeping raw responses out of the agent's context.
Can I limit which actions my QuickBooks Online agent can access?
Yes — you can limit which actions your QuickBooks Online agent can access directly from the StackOne dashboard. Toggle actions on or off, or restrict them to specific accounts, with no code changes to your agent. Session tokens can be scoped to exact actions so if one leaks, exposure stays contained.
Can I create custom agent actions for my QuickBooks Online MCP server?
Yes — you can create custom agent actions for your QuickBooks Online MCP server using Connector Builder. It's an integration agent your coding assistant (Claude Code, Cursor, or Copilot) can invoke to research QuickBooks Online's API, generate production-ready connector YAML, test against the live API, and validate before you ship.
When should I NOT use a QuickBooks Online MCP server?
Skip a QuickBooks Online MCP server if your integration is purely software-to-software — direct QuickBooks Online API integration is simpler when no AI agent is involved. For deterministic, compliance-critical operations (financial transactions, regulatory reporting), direct API gives you predictable behavior without agent-driven decision-making. MCP shines when AI agents need to dynamically discover and call QuickBooks Online actions at runtime.
What AI frameworks and AI clients does the StackOne QuickBooks Online MCP server support?
The StackOne QuickBooks Online MCP server supports both. MCP clients (paste-and-go apps): Claude Desktop, Claude Code, Cursor, VS Code, Goose. Agent frameworks (code SDKs you build with): OpenAI Agents SDK, Anthropic, Vercel AI, Google ADK, CrewAI, Pydantic AI, LangChain, LangGraph, Azure AI Foundry.
Put your AI agents to work
All the tools you need to build and scale AI agent integrations, with best-in-class connectivity, execution, and security.