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QuickBooks Desktop

Read QuickBooks Desktop data and, if enabled, make safe changes. Windows only.

Automation & WorkflowC#v0.1.6

quickbooks-mcp

Open-source MCP server that connects QuickBooks Desktop (Pro, Premier, Enterprise) to LLMs and agents.

Status: pre-1.0. Built and tested against recorded responses and the qbXML schema; not yet validated across QuickBooks versions (see COMPATIBILITY.md).

What you get

  • Read: customers, vendors, employees, items, accounts, invoices, bills, payments, inventory, time, custom fields, and every standard report (aging, P&L, balance sheet, ...), as compact tables.
  • Change, only if you allow it: create, update, delete and void, with previews, confirmation tokens, idempotency keys, batches and an audit log.
  • Safe by default: read-only, tax IDs and bank and card numbers masked, payroll off, card data never accepted.
  • Local: runs on your Windows PC next to QuickBooks and talks to it through its SDK. No cloud, no telemetry.

Install

Claude Desktopopen the .mcpb from the latest release
npxnpx -y @devwithmj/quickbooks-mcp
dnxdnx DevWithMJ.QuickBooks.Mcp --yes
exequickbooks-mcp-win-x64.exe (or -win-x86) from the release

Then allow access once in QuickBooks (--authorize) and add the server to your AI app. Step by step: docs/GUIDE.md.

QuickBooks Online or Desktop?

This project is for QuickBooks Desktop. If you use QuickBooks Online, use Intuit's own server: intuit/quickbooks-online-mcp-server (Apache-2.0). We read its design for ideas and wrote our own code; no code was copied.

QuickBooks Online server (Intuit)This project (Desktop)
TargetsQuickBooks OnlineQuickBooks Desktop Pro, Premier, Enterprise (Windows)
Where it runsTalks to Intuit's cloud APIOn your PC, next to QuickBooks, through its local SDK
Setup and sign-inAn Intuit developer app and OAuthA one-time "allow this app" approval inside QuickBooks (--authorize); no developer account
Only on DesktopInventory assemblies and sites, price levels, workers comp codes, custom fields via data extensions, opening a record in the QuickBooks window
Only on OnlineAttachments, invoice PDFs and other cloud features
Safety defaultSee that projectRead-only until you enable writes; deletes and voids need your approval; sensitive numbers masked; payroll off; audit log
Data pathThrough Intuit's cloudStays on your computer except what the assistant is shown

The two do not share a company file or an account: a business on Online should not use this project, and a Desktop business cannot use Intuit's.

Requirements

  • Windows with QuickBooks Desktop installed and licensed.
  • Admin access to the company file for the one-time authorization.

Not for QuickBooks Online (Intuit has its own MCP server), QuickBooks for Mac (no SDK), card processing, or running as a Windows service. See docs/SCOPE.md.

Documentation

Legal

Not affiliated with or endorsed by Intuit. See NOTICE.md.

License

MIT

Installation

Source-derived launch command. Check the maintainer’s required arguments and credentials before running:

bash
npx -y @devwithmj/quickbooks-mcp

Set up in your AI client

Merge this template into ~/Library/Application Support/Claude/claude_desktop_config.json. Keep existing servers. Add any arguments, credentials, and permissions required by the maintainer; this template has not been install-tested.

json
{
  "mcpServers": {
    "io-github-devwithmj-quickbooks-mcp": {
      "command": "npx",
      "args": [
        "-y",
        "@devwithmj/quickbooks-mcp"
      ]
    }
  }
}

Restart Claude Desktop completely for changes to take effect. Confirm the server appears connected in the client’s tool list, then try a read-only example from its documentation.

Claude Desktop setup reference

Package

@devwithmj/quickbooks-mcpnpm

Compatible MCP Clients

QuickBooks Desktop works with any MCP-compatible client. Copy the config snippet from the Configuration section above and add it to the file shown for your client, then restart the application.

  • Claude Desktop~/Library/Application Support/Claude/claude_desktop_config.jsonRestart Claude Desktop completely for changes to take effect.
  • Cursor~/.cursor/mcp.jsonRestart Cursor for changes to take effect.
  • VS Code.vscode/mcp.jsonReload VS Code window for changes to take effect.
  • Windsurf~/.codeium/windsurf/mcp_config.jsonRestart Windsurf for changes to take effect.
  • Claude Code.mcp.jsonSave at the project root, then start Claude Code in that project and review the MCP server approval prompt. Keep real credentials out of shared files.

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