The QuickBooks MCP server, hosted

Set up in five minutes

Three ways in, depending on the assistant you use. All three start the same way: create the account, connect a QuickBooks company from the portal, then point your assistant at the connector.

1. 1Claude, on web, desktop and mobileThe portal has an "Add to Claude" button that opens Claude with the connector prefilled. Click Add, then authorize Caribooks with your Caribooks account when Claude asks. On the first request Claude asks permission for each tool: pick "Always allow", or set it ahead of time under Customize, then Connectors, then Caribooks, then Tool permissions. This works on every Claude plan, the free one included.
2. 2Claude Code and other MCP clientsAny client that speaks MCP over HTTP with OAuth uses the same connector. The address is https://caribooks.com/api/mcp, also shown in your portal. Add it as a remote MCP server and your client walks through the OAuth consent screen, with no keys to paste and no local process to keep running.
3. 3ChatGPTChatGPT needs a paid plan (Plus, Pro or Business) and developer mode, on the web only. Turn on developer mode under Settings, then Security and login. Go to chatgpt.com/plugins, click the plus, name the connector "Caribooks" and paste the MCP address from your portal. Select Caribooks from the "Plus" menu in each conversation before asking questions.

→ The same steps in order live on the setup page. The Claude connection guide adds the first five questions worth asking and the reconnection traps.

What the 221 tools cover

Grouped by the job rather than by the API endpoint. Reads are always on. Writes stay closed until the account owner opens them for that company, and sending, voiding and deleting each need an explicit confirmation in the conversation.

• Reports (35)Profit and loss, balance sheet, cash flow, trial balance, general ledger, aged receivables and payables with their detail versions, budget vs actuals, tax summary, journal report, transaction lists by customer, by vendor or by account, customer and vendor balances, inventory valuation, physical inventory worksheet. Tools: get_profit_and_loss, get_balance_sheet, get_cash_flow, get_trial_balance, get_aged_receivables, get_aged_payables, get_general_ledger, get_budget_vs_actuals, get_tax_summary.
• Search and readOne search tool per record type, so the assistant finds records instead of guessing at ids: search_invoices, search_purchases, search_bills, search_journal_entries, and the same across customers, vendors, payments, deposits, transfers, estimates, credit memos, items, accounts, classes, departments, tax codes, recurring templates and attachments. Each has a matching get tool for the full record.
• Create and updatecreate_invoice, create_journal_entry, create_recurring_transaction, and the same for estimates, bills, bill payments, customer payments, expenses, deposits, transfers, credit memos, refund receipts, sales receipts, budgets, time entries, customers, vendors, items, classes and accounts. An update needs the record's current SyncToken, so the assistant reads the record first and writes it back after.
• Send, void and deletesend_invoice emails the invoice to the customer, with matching send tools for estimates, credit memos, sales receipts, refund receipts, purchase orders and payments. Voiding an invoice or a payment and deleting a record are separate tools. All three families require confirm: true, which the assistant may only send after you agree to that specific action.
• Attachmentsattach_receipt renders receipt text to a PDF and attaches it to the transaction. attach_file attaches any document you hand the assistant, in its own format. Both write into QuickBooks, so both need full access on that company.
• The change feedget_changes lists everything created, updated or deleted since a date, across the records a bookkeeper touches day to day. It answers "what changed since Monday", which the QuickBooks interface makes tedious to assemble by hand.
• The missing-receipt finderfind_expenses_without_attachments compares every purchase and bill against every attachment in the file and returns the ones with nothing attached, newest first, in a single call. Year-end preparation asks for exactly that list, and nothing in QuickBooks assembles it.
• Several companieslist_connected_companies shows which companies the account has connected and at what access level. A company parameter on every call picks the file. One subscription covers several companies, and write access is decided file by file.

Does QuickBooks have an official MCP server?

Intuit ships two things, and neither is quite this. The QuickBooks connector inside Claude installs in one click from the Connectors panel and is free with a QuickBooks subscription. Intuit's help article lists what it does: profit and loss, cash flow, industry benchmarking, transaction import, business profile, and the sales side (invoices, estimates, customers, products, payment links). The same article states that the connector's use cases are limited to that list. As of September 2026 the article is published on Intuit's US help site; the Canadian help site does not carry it.

The second is Intuit's open-source MCP server on GitHub. It is good, and it is free: 145 tools, create, read, update, delete and search across 29 record types, plus 11 reports. It runs as a local process on your own machine, which means an app registered on the Intuit developer portal, keys in a .env file, and a public HTTPS callback for the one-time production OAuth handshake. One company per install. If you are a developer and comfortable with that, take it.

How does it differ from Intuit's server and connector?

Intuit's Claude connector is the shortest way in and covers reports plus the sales side, but its use cases are a published list and it is not built for anyone holding several company files. Intuit's open-source server reaches the whole ledger, but it needs a developer account and a process running on your machine, so it cannot answer from Claude on a phone. Caribooks gives the second one's reach with the first one's setup: 221 tools, 35 reports, several companies under one subscription, hosted, in English or French. The full side by side, including the BI connectors and the build-it-yourself route, is on the comparison page.

Comparison: every way to connect QuickBooks to an AI assistant

Not a BI pipe

Tools like Coupler or Windsor sync QuickBooks data into spreadsheets and dashboards. Useful for reporting; nothing to do with delegation. They can't create an invoice, chase a late payment, or post a journal entry. An MCP connector puts the assistant inside the workflow, with your permission model deciding what it may touch.

What it does not do

• Bank reconciliationReconciling is a QuickBooks screen with a checkbox per transaction, and it stays there. The assistant reads, compares and flags; you tick the boxes.
• QuickBooks DesktopDesktop does not expose the API all of this depends on. QuickBooks Online only, structurally.
• JudgmentMateriality, cut-off, what to accrue, what to write off: the assistant pulls the numbers and points at the anomalies, and somebody still has to be responsible for the answer.

Quick answers

→ Free on one company, Connector $99 for up to five. No card required.

Read next

• Setup: the exact steps for Claude and ChatGPT
• Guide: connect QuickBooks Online to Claude
• Guide: is a QuickBooks MCP safe?
• Skills: downloadable packs, starting with the monthly management report
• Pricing: three flat plans, 14-day trial