QuickBooks Connector for AI Agents

Tools your finance agent reaches for on QuickBooks, scoped per user.

CALL ANY TOOL

List and inspect invoices, browse customers, pull P&L reports, and review the chart of accounts.

quickbooks_account_create

Create account

Create a new account in QuickBooks Online.

Parameters

Name

Type

Required

Description

AccountType

string

Required

Account type (e.g. Bank, Expense, Income, Liability).

Name

string

Required

Name of the account.

AccountSubType

string

Optional

Account sub-type.

Active

boolean

Optional

Whether the account is active.

CurrencyRef

string

Optional

Currency reference as JSON, e.g. {"value":"USD"}.

Description

string

Optional

Description of the account.

quickbooks_account_get

Get account

quickbooks_account_update

Update account

quickbooks_accounts_list

List accounts

quickbooks_bill_delete

Delete bill

quickbooks_class_create

Create class

quickbooks_company_info_get

Get company info

quickbooks_credit_memo_update

Update credit memo

quickbooks_customer_delete

Delete customer

quickbooks_customers_list

List customers

quickbooks_deposit_create

Create deposit

quickbooks_deposit_get

Get deposit

quickbooks_employee_update

Update employee

quickbooks_estimate_send

Send estimate

quickbooks_invoice_void

Void invoice

quickbooks_invoices_list

List invoices

quickbooks_item_create

Create item

quickbooks_item_delete

Delete item

quickbooks_item_get

Get item

quickbooks_item_update

Update item

quickbooks_purchase_create

Create purchase

quickbooks_purchase_delete

Delete purchase

quickbooks_purchase_order_get

Get purchase order

quickbooks_purchase_orders_list

List purchase orders

quickbooks_purchase_update

Update purchase

quickbooks_report_balance_sheet

Report balance sheet

quickbooks_report_general_ledger

Report general ledger

quickbooks_tax_codes_list

List tax codes

quickbooks_tax_rate_get

Get tax rate

quickbooks_time_activity_create

Create time activity

For more tools, view docs.

Build your Agent

Drop the toolkit in, point it at the user, and your finance agent can use QuickBooks from the first run.

import { ScalekitClient } from "@scalekit-sdk/node";
import { DynamicStructuredTool } from "@langchain/core/tools";
import { createReactAgent } from "@langchain/langgraph/prebuilt";
import { z } from "zod";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["quickbooks"], toolNames: ["quickbooks_invoices_list", "quickbooks_invoice_get", "quickbooks_customers_list"] },
  pageSize: 100,
});

const lcTools = tools.map((t) => new DynamicStructuredTool({
  name: t.tool.definition.name,
  description: t.tool.definition.description,
  schema: z.object({}).passthrough(),
  func: async (args) => {
    const { data } = await sk.tools.executeTool({
      toolName: t.tool.definition.name,
      identifier: "user_123",
      params: args,
    });
    return JSON.stringify(data);
  },
}));

const agent = createReactAgent({ llm, tools: lcTools });

import { ScalekitClient } from "@scalekit-sdk/node";
import OpenAI from "openai";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const openai = new OpenAI();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["quickbooks"], toolNames: ["quickbooks_invoices_list", "quickbooks_invoice_get", "quickbooks_customers_list"] },
  pageSize: 100,
});

const llmTools = tools.map((t) => ({
  type: "function",
  function: {
    name: t.tool.definition.name,
    description: t.tool.definition.description,
    parameters: t.tool.definition.input_schema,
  },
}));

const resp = await openai.responses.create({
  model: "gpt-4o", input: prompt, tools: llmTools,
});

import { ScalekitClient } from "@scalekit-sdk/node";
import Anthropic from "@anthropic-ai/sdk";

const sk = new ScalekitClient(envUrl, clientId, clientSecret);
const anthropic = new Anthropic();

const { tools } = await sk.tools.listScopedTools("user_123", {
  filter: { connectionNames: ["quickbooks"], toolNames: ["quickbooks_invoices_list", "quickbooks_invoice_get", "quickbooks_customers_list"] },
  pageSize: 100,
});

const llmTools = tools.map((t) => ({
  name: t.tool.definition.name,
  description: t.tool.definition.description,
  input_schema: t.tool.definition.input_schema,
}));

const msg = await anthropic.messages.create({
  model: "claude-sonnet-4-6", max_tokens: 1024,
  tools: llmTools,
  messages: [{ role: "user", content: prompt }],
});

import { Agent } from "@google/adk/agents";
import {
  MCPToolset, StreamableHTTPConnectionParams,
} from "@google/adk/tools/mcp";

const toolset = new MCPToolset({
  connectionParams: new StreamableHTTPConnectionParams({
    url: "https://mcp.scalekit.com/quickbooks",
    headers: { Authorization: `Bearer ${userScopedToken}` },
  }),
});

const agent = new Agent({
  name: "agent", model: "gemini-2.0-flash",
  tools: await toolset.getTools(),
});

Try these prompts

Paste any prompt into your agent to start using QuickBooks.

Invoices & AR

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List all overdue invoices.

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Get details for invoice [id].

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Which customers have unpaid invoices over $10K?

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Invoices sent this month with no payment.

Reports

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Profit and loss for Q4 [year].

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P&L summary by month for this year.

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Total revenue recognized this quarter.

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Expense breakdown by account last month.

Customers & accounts

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List all customers with outstanding balances.

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Get the chart of accounts.

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Which expense accounts had the most activity this month?

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Customers with overdue invoices over 60 days.

SEE HOW AUTH WORKS

Users authorize QuickBooks once. Their credentials stay vaulted, every call is checked, and every action is logged.

Authorize

Your user connects

QuickBooks

once. We tie it to their identity and the meetings they approved — no shared bot account, no org-wide access

Who:

user ‘A’

when:

Once per user

access:

Limited to user

Store

Their

QuickBooks

token lives in a vault scoped to them. User A's meetings are never reachable by an agent acting for user B, even on the same connection

vault:

encrypted

scope:

per-user

tokens:

auto-refreshed

Resolve

When your agent calls a

QuickBooks

tool, we fetch the right token server-side. It never touches your agent, never appears in the LLM context, never shows up in your logs

speed:

~40ms

check:

before every call

seen by:

nobody

Audit

Every

QuickBooks

tool call is logged — who triggered it, which meeting was fetched, what came back. 90 days of history, tied to the user who authorized it

history:

90 days

export:

SIEM-ready

logged:

every call

Test other agents

Same per-user auth pattern across other finance agents and MCP connectors. Working code, live demos, fork what fits.

GTM and RevOps Teams

Revenue forecast commentary

Pulls open pipeline from Salesforce and HubSpot, calculates coverage against quota, flags at-risk stages, posts commentary to Slack, and logs every snapshot to Google Sheets.

GTM and RevOps Teams

Deal room sync

Pulls opportunity context from Salesforce, captures key decisions from Slack, and syncs a running summary to the deal room doc in Google Drive, but only when the deal actually changed.

People Ops and HR teams

Offer letter routing agent

Drafts the offer in PandaDoc, blocks on the hiring manager's approval in Slack, then emails the candidate their e-signature link. Every call runs as the recruiter who triggered it, never a shared HR bot.

GTM and RevOps Teams

CRM AI agent

Reads the Granola transcript after every call, extracts next steps and updates the HubSpot record, drafts the follow-up in Gmail, and confirms in Slack, all on the rep's own delegated OAuth.

Why Scalekit

Secure your agent's access. Connectors ship in minutes

01.

Shared tokens break per-user analytics

A shared token looks fine in a demo. In production every call looks like a service account. Scalekit resolves the real user credential so attribution, audit, and scope stay accurate.

// shared token
 audit → bot_service_account
 user_filter → broken

 // scalekit
 audit → user_abc
 scope → enforced ✓

02.

Authentication is not authorization

03.

Multi-tenancy is architectural

04.

QuickBooks today. Others tomorrow.

“Our agents act across Salesforce, Gong, Google Drive, and more, on behalf of every customer. Scalekit behind the scenes meant we can keep adding tools without ever rebuilding how credentials or tool calling work.”

Venu Madhav Kattagoni

Head of Engineering / Von

FAQs

Frequently Asked Questions

Does the agent access QuickBooks as the user or as a shared key?

As the user. Each workspace member authorizes once and Scalekit resolves their credential at request time. Audit logs attribute every action to that user, not a shared service account.

Where is the QuickBooks OAuth token stored?

In Scalekit's managed AES-256 token vault, namespaced per tenant. Refresh is automatic. Revocation is a single dashboard action. Tokens never appear in prompts, logs, or LLM context.

Can I limit what the agent is allowed to do in QuickBooks?

Yes. Pass a tool name filter to listScopedTools so the finance agent only sees the subset you authorize. Pre-API-call scope checks block out-of-policy actions before the request reaches QuickBooks.

What happens when a user revokes QuickBooks access?

The connection is invalidated on the next tool call. Subsequent requests for that user fail closed with a clear error. Other users in the tenant remain unaffected. The event is logged for audit.

Can the agent access multiple QuickBooks companies under one connection?

No. Each QuickBooks OAuth connection maps to a single company file. Multi-company access requires a separate connected account per company. The agent cannot switch company contexts within one connection.

What other MCP connectors does Scalekit support?

Scalekit runs the Dynamo Software MCP server, HarvestAPI MCP server, and Gusto MCP server on the same per-user auth, token vault, and audit trail. Browse 500+ connectors in the MCP connector directory.