QuickBooks MCP

Coupler.io (third-party)

CommercialRead-OnlyBeginner

claudechatgptcursor

Security Notice

Read-only access to QuickBooks data — no write operations possible. Implemented via Coupler.io third-party platform, not an official QuickBooks or Intuit product. Access tokens are personalized and created through Coupler.io web platform. Financial data is processed as summarized insights rather than raw individual transactions. Your business data never trains AI models per Coupler.io policy. Requires Coupler.io Professional plan — verify data residency terms at coupler.io before connecting sensitive financial data.

QuickBooks MCP via Coupler.io lets AI agents query your QuickBooks accounting data through natural language — profit margins, cash flow, AR aging, and expense trends without manual report generation. Read-only access. Requires a Coupler.io Professional plan at $49/month. Not an official Intuit or QuickBooks product — implemented through Coupler.io's third-party connector platform.

About QuickBooks MCP

The QuickBooks MCP server, implemented through Coupler.io's connector platform, lets AI agents query your accounting data through natural language without manual report generation. Finance teams can ask questions like 'Which customers have outstanding invoices over 30 days?' or 'Show me profit margin by product category for Q2' and receive immediate answers from live QuickBooks data. The server provides read-only access — no write operations are possible — and processes summarized financial insights rather than raw transaction details for privacy. This is not an official Intuit or QuickBooks product. It requires a Coupler.io Professional plan and pre-configured data flows connecting your QuickBooks account. Verify Coupler.io's current data residency and privacy terms before connecting production financial data.

Use Cases

Ask your AI assistant questions about your QuickBooks data in plain English without running reports manually
Analyze profit margins by customer, product category, or time period through conversation
Track outstanding payments and identify slow-paying customers without exporting to spreadsheets
Monitor expense trends and compare budget versus actual costs across departments
Generate financial summaries for stakeholder meetings from live QuickBooks data

Available Tools

query_transactions

natural language queries against QuickBooks transaction data

get_profit_loss

P&L summary for any date range

get_cash_flow

cash flow analysis and projections

get_accounts_receivable

AR aging and outstanding invoices

get_expenses

expense categorization and trends

get_revenue_by_customer

revenue breakdown by customer or product

get_budget_vs_actual

compare actuals against budget

generate_report

create formatted financial reports for stakeholder meetings

Pricing

Professional$49/mo

Coupler.io Professional plan required for MCP server access. Must have data flows configured in Coupler.io connecting QuickBooks. Verify current pricing at coupler.io/pricing — not the official QuickBooks MCP.

Technical Details

Install Method

hosted, api-key

Compatible Clients

claude, chatgpt, cursor

Access Type

Read-Only

Target Audience

smb

Available Regions

US, CA, UK, AU

Release Status

Last Updated