QuickBooks MCP | OAuth 2.0 QuickBooks connector for AI agents

CALL ANY TOOL

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

qb_invoices_list

List invoices

List QuickBooks invoices with status, customer, and date filters.

Parameters

Name

Type

Required

Description

status

string

Optional

Filter: open, paid, overdue, void

customer_id

string

Optional

Customer filter

date_from

string

Optional

Start date: YYYY-MM-DD

limit

integer

Optional

Max invoices

qb_invoice_get

Get invoice

qb_customers_list

List customers

qb_profit_loss

Get P&L report

qb_accounts_list

List accounts

Build your Agent

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

Copied

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: ["qb_invoices_list", "qb_invoice_get", "qb_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 });

Copied

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: ["qb_invoices_list", "qb_invoice_get", "qb_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: ["qb_invoices_list", "qb_invoice_get", "qb_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 }],
});

Copied

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

Copy the prompt

Copied

List all overdue invoices.

Copy the prompt

Copied

Get details for invoice [id].

Copy the prompt

Copied

Which customers have unpaid invoices over $10K?

Copy the prompt

Copied

Invoices sent this month with no payment.

Reports

Copy the prompt

Copied

Profit and loss for Q4 [year].

Copy the prompt

Copied

P&L summary by month for this year.

Copy the prompt

Copied

Total revenue recognized this quarter.

Copy the prompt

Copied

Expense breakdown by account last month.

Customers & accounts

Copy the prompt

Copied

List all customers with outstanding balances.

Copy the prompt

Copied

Get the chart of accounts.

Copy the prompt

Copied

Which expense accounts had the most activity this month?

Copy the prompt

Copied

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.

1

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

2

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

3

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

4

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

Salesforce customer insights agent

Surface Salesforce account activity, NPS signals, and renewal flags into Slack threads for the account team.

Salesforce

Slack

View agent

GTM

HubSpot to Slack updates agent

Watch HubSpot deal stage changes and post structured updates to the right Slack channel. Reps stop checking the CRM all day.

HubSpot

Slack

View agent

Why Scalekit

Secure your agent's access. Connectors ship in minutes

Other connector libraries treat auth as a demo afterthought. Scalekit starts with user identity, scope enforcement, and audit.

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 2.0 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.

QuickBooks

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