QuickBooks

QuickBooks Online MCP Server for Cloudflare Workers

Available Tools

99 tools available in the QuickBooks MCP server. Each tool can be called by AI assistants to perform specific actions.

qbo_get_bill_payment

Get a single bill payment by ID.

Args:

id: The bill payment ID
format: Response format ('json' or 'markdown')

Returns: The bill payment record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Bill Payment ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_get_employee

Get a single employee by ID.

Args:

id: The employee ID
format: Response format ('json' or 'markdown')

Returns: The employee record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Employee ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_list_accounts

List accounts from QuickBooks Chart of Accounts with pagination.

Returns a paginated list of accounts. Use startPosition from the response to fetch the next page.

Args:

maxResults: Number of accounts to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
accountType: Filter by account type (e.g., 'Bank', 'Income', 'Expense')
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Account[], count, hasMore, startPosition } Markdown format: Formatted table of accounts

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of accounts to return"
    },
    "accountType": {
      "type": "string",
      "description": "Filter by account type"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_account

Get a single account by ID.

Args:

id: The account ID
format: Response format ('json' or 'markdown')

Returns: The account record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Account ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_account

Create a new account in QuickBooks.

Args:

Name: Account name (required)
AccountType: Account type - Bank, Accounts Receivable, Other Current Asset, Fixed Asset, Other Asset, Accounts Payable, Credit Card, Other Current Liability, Long Term Liability, Equity, Income, Cost of Goods Sold, Expense, Other Income, Other Expense
AccountSubType: Sub-type (e.g., 'Checking', 'Savings' for Bank)
Description: Account description
Active: Whether account is active

Returns: The created account record.

{
  "type": "object",
  "required": [
    "Name",
    "AccountType"
  ],
  "properties": {
    "Name": {
      "type": "string",
      "description": "Account name (required)"
    },
    "Active": {
      "type": "boolean",
      "default": true,
      "description": "Whether account is active"
    },
    "AccountType": {
      "type": "string",
      "description": "Account type"
    },
    "Description": {
      "type": "string",
      "description": "Account description"
    },
    "AccountSubType": {
      "type": "string",
      "description": "Account sub-type"
    }
  }
}

qbo_update_account

Update an existing account.

Args:

Id: Account ID to update (required)
SyncToken: Current sync token (required for update)
Name: New account name
Description: New description
Active: Whether account is active

Returns: The updated account record.

{
  "type": "object",
  "required": [
    "Id",
    "SyncToken"
  ],
  "properties": {
    "Id": {
      "type": "string",
      "description": "Account ID to update"
    },
    "Name": {
      "type": "string",
      "description": "New account name"
    },
    "Active": {
      "type": "boolean",
      "description": "Whether account is active"
    },
    "SyncToken": {
      "type": "string",
      "description": "Current sync token"
    },
    "Description": {
      "type": "string",
      "description": "New description"
    }
  }
}

qbo_list_bills

List bills from QuickBooks with pagination.

Returns a paginated list of bills. Use startPosition from the response to fetch the next page.

Args:

maxResults: Number of bills to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
vendorId: Filter by vendor ID
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Bill[], count, hasMore, startPosition } Markdown format: Formatted table of bills

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "vendorId": {
      "type": "string",
      "description": "Filter by vendor ID"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of bills to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_bill

Get a single bill by ID.

Args:

id: The bill ID
format: Response format ('json' or 'markdown')

Returns: The bill record with all available fields including line items.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Bill ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_bill

Create a new bill in QuickBooks.

Args:

VendorRef: Reference to vendor (required) - { value: "vendorId", name: "Vendor Name" }
Line: Array of line items (required)
TxnDate: Transaction date (YYYY-MM-DD)
DueDate: Due date (YYYY-MM-DD)
DocNumber: Bill number
APAccountRef: Accounts payable account reference

Returns: The created bill record.

{
  "type": "object",
  "required": [
    "Line"
  ],
  "properties": {
    "Line": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Array of line items"
    },
    "DueDate": {
      "type": "string",
      "description": "Due date (YYYY-MM-DD)"
    },
    "TxnDate": {
      "type": "string",
      "description": "Transaction date (YYYY-MM-DD)"
    },
    "DocNumber": {
      "type": "string",
      "description": "Bill number"
    }
  }
}

qbo_update_bill

Update an existing bill.

Args:

Id: Bill ID to update (required)
SyncToken: Current sync token (required for update)
Line: Updated line items
TxnDate: New transaction date
DueDate: New due date
DocNumber: New bill number

Returns: The updated bill record.

{
  "type": "object",
  "required": [
    "Id"
  ],
  "properties": {
    "Id": {
      "type": "string",
      "description": "Bill ID to update"
    },
    "Line": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Updated line items"
    },
    "DueDate": {
      "type": "string",
      "description": "New due date"
    },
    "TxnDate": {
      "type": "string",
      "description": "New transaction date"
    },
    "DocNumber": {
      "type": "string",
      "description": "New bill number"
    },
    "SyncToken": {
      "type": "string",
      "description": "Current sync token"
    }
  }
}

qbo_delete_bill

Delete a bill from QuickBooks.

Args:

id: Bill ID to delete
syncToken: Current sync token

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id",
    "syncToken"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Bill ID to delete"
    },
    "syncToken": {
      "type": "string",
      "description": "Current sync token"
    }
  }
}

qbo_list_bill_payments

List bill payments from QuickBooks with pagination.

Args:

maxResults: Number of bill payments to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
vendorId: Filter by vendor ID
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: BillPayment[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "vendorId": {
      "type": "string",
      "description": "Filter by vendor ID"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of bill payments to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_create_department

Create a new department (location) in QuickBooks.

Args:

Name: Department name (required)
ParentRef: Parent department reference for sub-departments
Active: Whether department is active

Returns: The created department record.

{
  "type": "object",
  "properties": {
    "Name": {
      "type": "string",
      "description": "Department name (required)"
    },
    "Active": {
      "type": "boolean",
      "default": true,
      "description": "Whether department is active"
    }
  }
}

qbo_create_bill_payment

Create a new bill payment in QuickBooks.

Args:

VendorRef: Reference to vendor (required)
TotalAmt: Total payment amount (required)
PayType: Payment type - 'Check' or 'CreditCard' (required)
Line: Array of bill lines to apply payment to
TxnDate: Payment date (YYYY-MM-DD)
CheckPayment: Check payment details (if PayType is 'Check')
CreditCardPayment: Credit card payment details (if PayType is 'CreditCard')

Returns: The created bill payment record.

{
  "type": "object",
  "required": [
    "TotalAmt",
    "PayType"
  ],
  "properties": {
    "PayType": {
      "enum": [
        "Check",
        "CreditCard"
      ],
      "type": "string",
      "description": "Payment type"
    },
    "TxnDate": {
      "type": "string",
      "description": "Payment date (YYYY-MM-DD)"
    },
    "TotalAmt": {
      "type": "number",
      "description": "Total payment amount (required)"
    }
  }
}

qbo_delete_bill_payment

Delete a bill payment from QuickBooks.

Args:

id: Bill Payment ID to delete
syncToken: Current sync token

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id",
    "syncToken"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Bill Payment ID to delete"
    },
    "syncToken": {
      "type": "string",
      "description": "Current sync token"
    }
  }
}

qbo_list_vendor_credits

List vendor credits from QuickBooks with pagination.

Args:

maxResults: Number of vendor credits to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
vendorId: Filter by vendor ID
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: VendorCredit[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "vendorId": {
      "type": "string",
      "description": "Filter by vendor ID"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of vendor credits to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_vendor_credit

Get a single vendor credit by ID.

Args:

id: The vendor credit ID
format: Response format ('json' or 'markdown')

Returns: The vendor credit record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Vendor Credit ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_vendor_credit

Create a new vendor credit in QuickBooks.

Args:

VendorRef: Reference to vendor (required)
Line: Array of line items (required)
TxnDate: Transaction date (YYYY-MM-DD)
DocNumber: Vendor credit number

Returns: The created vendor credit record.

{
  "type": "object",
  "required": [
    "Line"
  ],
  "properties": {
    "Line": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Array of line items"
    },
    "TxnDate": {
      "type": "string",
      "description": "Transaction date (YYYY-MM-DD)"
    },
    "DocNumber": {
      "type": "string",
      "description": "Vendor credit number"
    }
  }
}

qbo_list_customers

List customers from QuickBooks with pagination.

Returns a paginated list of customers. Use startPosition from the response to fetch the next page.

Args:

maxResults: Number of customers to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
active: Filter by active status (true/false)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Customer[], count, hasMore, startPosition } Markdown format: Formatted table of customers

{
  "type": "object",
  "properties": {
    "active": {
      "type": "boolean",
      "description": "Filter by active status"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of customers to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_customer

Get a single customer by ID.

Args:

id: The customer ID
format: Response format ('json' or 'markdown')

Returns: The customer record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Customer ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_customer

Create a new customer in QuickBooks.

Args:

DisplayName: Display name (required, must be unique)
GivenName: First name
FamilyName: Last name
CompanyName: Company name
PrimaryEmailAddr: Primary email address
PrimaryPhone: Primary phone number
BillAddr: Billing address (Line1, City, CountrySubDivisionCode, PostalCode)
Notes: Customer notes

Returns: The created customer record.

{
  "type": "object",
  "required": [
    "DisplayName"
  ],
  "properties": {
    "Notes": {
      "type": "string",
      "description": "Customer notes"
    },
    "GivenName": {
      "type": "string",
      "description": "First name"
    },
    "FamilyName": {
      "type": "string",
      "description": "Last name"
    },
    "CompanyName": {
      "type": "string",
      "description": "Company name"
    },
    "DisplayName": {
      "type": "string",
      "description": "Display name (required, must be unique)"
    }
  }
}

qbo_update_customer

Update an existing customer.

Args:

Id: Customer ID to update (required)
SyncToken: Current sync token (required for update)
DisplayName: New display name
GivenName: New first name
FamilyName: New last name
CompanyName: New company name
PrimaryEmailAddr: New email address
PrimaryPhone: New phone number
Active: Whether customer is active

Returns: The updated customer record.

{
  "type": "object",
  "required": [
    "Id",
    "SyncToken"
  ],
  "properties": {
    "Id": {
      "type": "string",
      "description": "Customer ID to update"
    },
    "Active": {
      "type": "boolean",
      "description": "Whether customer is active"
    },
    "GivenName": {
      "type": "string",
      "description": "New first name"
    },
    "SyncToken": {
      "type": "string",
      "description": "Current sync token"
    },
    "FamilyName": {
      "type": "string",
      "description": "New last name"
    },
    "CompanyName": {
      "type": "string",
      "description": "New company name"
    },
    "DisplayName": {
      "type": "string",
      "description": "New display name"
    }
  }
}

qbo_list_employees

List employees from QuickBooks with pagination.

Returns a paginated list of employees. Use startPosition from the response to fetch the next page.

Args:

maxResults: Number of employees to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
active: Filter by active status (true/false)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Employee[], count, hasMore, startPosition } Markdown format: Formatted table of employees

{
  "type": "object",
  "properties": {
    "active": {
      "type": "boolean",
      "description": "Filter by active status"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of employees to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_create_employee

Create a new employee in QuickBooks.

Args:

DisplayName: Display name (required)
GivenName: First name
FamilyName: Last name
PrimaryEmailAddr: Primary email address
PrimaryPhone: Primary phone number
PrimaryAddr: Primary address
SSN: Social security number (last 4 digits)

Returns: The created employee record.

{
  "type": "object",
  "required": [
    "DisplayName"
  ],
  "properties": {
    "SSN": {
      "type": "string",
      "description": "Social security number (last 4 digits)"
    },
    "GivenName": {
      "type": "string",
      "description": "First name"
    },
    "FamilyName": {
      "type": "string",
      "description": "Last name"
    },
    "DisplayName": {
      "type": "string",
      "description": "Display name (required)"
    }
  }
}

qbo_update_employee

Update an existing employee.

Args:

Id: Employee ID to update (required)
SyncToken: Current sync token (required for update)
DisplayName: New display name
GivenName: New first name
FamilyName: New last name
PrimaryEmailAddr: New email address
PrimaryPhone: New phone number
Active: Whether employee is active

Returns: The updated employee record.

{
  "type": "object",
  "required": [
    "Id",
    "SyncToken"
  ],
  "properties": {
    "Id": {
      "type": "string",
      "description": "Employee ID to update"
    },
    "Active": {
      "type": "boolean",
      "description": "Whether employee is active"
    },
    "GivenName": {
      "type": "string",
      "description": "New first name"
    },
    "SyncToken": {
      "type": "string",
      "description": "Current sync token"
    },
    "FamilyName": {
      "type": "string",
      "description": "New last name"
    },
    "DisplayName": {
      "type": "string",
      "description": "New display name"
    }
  }
}

qbo_list_estimates

List estimates from QuickBooks with pagination.

Returns a paginated list of estimates. Use startPosition from the response to fetch the next page.

Args:

maxResults: Number of estimates to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
customerId: Filter by customer ID
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Estimate[], count, hasMore, startPosition } Markdown format: Formatted table of estimates

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "customerId": {
      "type": "string",
      "description": "Filter by customer ID"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of estimates to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_estimate

Get a single estimate by ID.

Args:

id: The estimate ID
format: Response format ('json' or 'markdown')

Returns: The estimate record with all available fields including line items.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Estimate ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_estimate

Create a new estimate in QuickBooks.

Args:

CustomerRef: Reference to customer (required) - { value: "customerId", name: "Customer Name" }
Line: Array of line items (required)
TxnDate: Transaction date (YYYY-MM-DD)
ExpirationDate: Expiration date (YYYY-MM-DD)
DocNumber: Estimate number
CustomerMemo: Memo visible to customer

Returns: The created estimate record.

{
  "type": "object",
  "required": [
    "Line"
  ],
  "properties": {
    "Line": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Array of line items"
    },
    "TxnDate": {
      "type": "string",
      "description": "Transaction date (YYYY-MM-DD)"
    },
    "DocNumber": {
      "type": "string",
      "description": "Estimate number"
    },
    "ExpirationDate": {
      "type": "string",
      "description": "Expiration date (YYYY-MM-DD)"
    }
  }
}

qbo_update_estimate

Update an existing estimate.

Args:

Id: Estimate ID to update (required)
SyncToken: Current sync token (required for update)
Line: Updated line items
TxnDate: New transaction date
ExpirationDate: New expiration date
DocNumber: New estimate number
TxnStatus: New status ('Pending', 'Accepted', 'Closed', 'Rejected')

Returns: The updated estimate record.

{
  "type": "object",
  "required": [
    "Id"
  ],
  "properties": {
    "Id": {
      "type": "string",
      "description": "Estimate ID to update"
    },
    "Line": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Updated line items"
    },
    "TxnDate": {
      "type": "string",
      "description": "New transaction date"
    },
    "DocNumber": {
      "type": "string",
      "description": "New estimate number"
    },
    "SyncToken": {
      "type": "string",
      "description": "Current sync token"
    },
    "TxnStatus": {
      "enum": [
        "Pending",
        "Accepted",
        "Closed",
        "Rejected"
      ],
      "type": "string",
      "description": "New status"
    },
    "ExpirationDate": {
      "type": "string",
      "description": "New expiration date"
    }
  }
}

qbo_delete_estimate

Delete an estimate from QuickBooks.

Args:

id: Estimate ID to delete
syncToken: Current sync token

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id",
    "syncToken"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Estimate ID to delete"
    },
    "syncToken": {
      "type": "string",
      "description": "Current sync token"
    }
  }
}

qbo_list_sales_receipts

List sales receipts from QuickBooks with pagination.

Args:

maxResults: Number of sales receipts to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: SalesReceipt[], count, hasMore, startPosition } Markdown format: Formatted table of sales receipts

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of sales receipts to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_sales_receipt

Get a single sales receipt by ID.

Args:

id: The sales receipt ID
format: Response format ('json' or 'markdown')

Returns: The sales receipt record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Sales Receipt ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_sales_receipt

Create a new sales receipt in QuickBooks.

Args:

CustomerRef: Reference to customer (required)
Line: Array of line items (required)
TxnDate: Transaction date (YYYY-MM-DD)
DocNumber: Receipt number
DepositToAccountRef: Account to deposit to
PaymentMethodRef: Payment method reference

Returns: The created sales receipt record.

{
  "type": "object",
  "required": [
    "Line"
  ],
  "properties": {
    "Line": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Array of line items"
    },
    "TxnDate": {
      "type": "string",
      "description": "Transaction date (YYYY-MM-DD)"
    },
    "DocNumber": {
      "type": "string",
      "description": "Receipt number"
    }
  }
}

qbo_void_invoice

Void an invoice in QuickBooks.

Args:

id: Invoice ID to void
syncToken: Current sync token

Returns: The voided invoice record.

{
  "type": "object",
  "required": [
    "id",
    "syncToken"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Invoice ID to void"
    },
    "syncToken": {
      "type": "string",
      "description": "Current sync token"
    }
  }
}

qbo_list_credit_memos

List credit memos from QuickBooks with pagination.

Args:

maxResults: Number of credit memos to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
customerId: Filter by customer ID
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: CreditMemo[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "customerId": {
      "type": "string",
      "description": "Filter by customer ID"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of credit memos to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_credit_memo

Get a single credit memo by ID.

Args:

id: The credit memo ID
format: Response format ('json' or 'markdown')

Returns: The credit memo record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Credit Memo ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_credit_memo

Create a new credit memo in QuickBooks.

Args:

CustomerRef: Reference to customer (required)
Line: Array of line items (required)
TxnDate: Transaction date (YYYY-MM-DD)
DocNumber: Credit memo number

Returns: The created credit memo record.

{
  "type": "object",
  "required": [
    "Line"
  ],
  "properties": {
    "Line": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Array of line items"
    },
    "TxnDate": {
      "type": "string",
      "description": "Transaction date (YYYY-MM-DD)"
    },
    "DocNumber": {
      "type": "string",
      "description": "Credit memo number"
    }
  }
}

qbo_list_refund_receipts

List refund receipts from QuickBooks with pagination.

Args:

maxResults: Number of refund receipts to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: RefundReceipt[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of refund receipts to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_refund_receipt

Get a single refund receipt by ID.

Args:

id: The refund receipt ID
format: Response format ('json' or 'markdown')

Returns: The refund receipt record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Refund Receipt ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_refund_receipt

Create a new refund receipt in QuickBooks.

Args:

CustomerRef: Reference to customer (required)
Line: Array of line items (required)
TxnDate: Transaction date (YYYY-MM-DD)
DocNumber: Refund receipt number
DepositToAccountRef: Account to refund from

Returns: The created refund receipt record.

{
  "type": "object",
  "required": [
    "Line"
  ],
  "properties": {
    "Line": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Array of line items"
    },
    "TxnDate": {
      "type": "string",
      "description": "Transaction date (YYYY-MM-DD)"
    },
    "DocNumber": {
      "type": "string",
      "description": "Refund receipt number"
    }
  }
}

qbo_list_payment_methods

List payment methods from QuickBooks.

Args:

maxResults: Number of payment methods to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: PaymentMethod[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of payment methods to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_list_invoices

List invoices from QuickBooks with pagination.

Returns a paginated list of invoices. Use startPosition from the response to fetch the next page.

Args:

maxResults: Number of invoices to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
customerId: Filter by customer ID
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Invoice[], count, hasMore, startPosition } Markdown format: Formatted table of invoices

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "customerId": {
      "type": "string",
      "description": "Filter by customer ID"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of invoices to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_invoice

Get a single invoice by ID.

Args:

id: The invoice ID
format: Response format ('json' or 'markdown')

Returns: The invoice record with all available fields including line items.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Invoice ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_invoice

Create a new invoice in QuickBooks.

Args:

CustomerRef: Reference to customer (required) - { value: "customerId", name: "Customer Name" }
Line: Array of line items (required) - each with Amount, DetailType, and SalesItemLineDetail
TxnDate: Transaction date (YYYY-MM-DD)
DueDate: Due date (YYYY-MM-DD)
DocNumber: Invoice number
BillEmail: Email address for sending
CustomerMemo: Memo visible to customer

Returns: The created invoice record.

{
  "type": "object",
  "required": [
    "Line"
  ],
  "properties": {
    "Line": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Array of line items"
    },
    "DueDate": {
      "type": "string",
      "description": "Due date (YYYY-MM-DD)"
    },
    "TxnDate": {
      "type": "string",
      "description": "Transaction date (YYYY-MM-DD)"
    },
    "DocNumber": {
      "type": "string",
      "description": "Invoice number"
    }
  }
}

qbo_update_invoice

Update an existing invoice.

Args:

Id: Invoice ID to update (required)
SyncToken: Current sync token (required for update)
Line: Updated line items
TxnDate: New transaction date
DueDate: New due date
DocNumber: New invoice number
CustomerMemo: New customer memo

Returns: The updated invoice record.

{
  "type": "object",
  "required": [
    "Id"
  ],
  "properties": {
    "Id": {
      "type": "string",
      "description": "Invoice ID to update"
    },
    "Line": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Updated line items"
    },
    "DueDate": {
      "type": "string",
      "description": "New due date"
    },
    "TxnDate": {
      "type": "string",
      "description": "New transaction date"
    },
    "DocNumber": {
      "type": "string",
      "description": "New invoice number"
    },
    "SyncToken": {
      "type": "string",
      "description": "Current sync token"
    }
  }
}

qbo_delete_invoice

Delete an invoice from QuickBooks.

Args:

id: Invoice ID to delete
syncToken: Current sync token

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id",
    "syncToken"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Invoice ID to delete"
    },
    "syncToken": {
      "type": "string",
      "description": "Current sync token"
    }
  }
}

qbo_send_invoice

Send an invoice via email.

Args:

id: Invoice ID to send
email: Email address to send to (optional, uses invoice BillEmail if not provided)

Returns: The sent invoice record.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Invoice ID to send"
    },
    "email": {
      "type": "string",
      "description": "Email address to send to"
    }
  }
}

qbo_list_items

List items (products/services) from QuickBooks with pagination.

Returns a paginated list of items. Use startPosition from the response to fetch the next page.

Args:

maxResults: Number of items to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
type: Filter by item type ('Inventory', 'Service', 'NonInventory')
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Item[], count, hasMore, startPosition } Markdown format: Formatted table of items

{
  "type": "object",
  "properties": {
    "type": {
      "type": "string",
      "description": "Filter by item type"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of items to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_item

Get a single item by ID.

Args:

id: The item ID
format: Response format ('json' or 'markdown')

Returns: The item record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Item ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_payment_method

Create a new payment method in QuickBooks.

Args:

Name: Payment method name (required)
Type: Payment method type ('CREDIT_CARD', 'NON_CREDIT_CARD')
Active: Whether payment method is active

Returns: The created payment method record.

{
  "type": "object",
  "required": [
    "Name"
  ],
  "properties": {
    "Name": {
      "type": "string",
      "description": "Payment method name (required)"
    },
    "Type": {
      "enum": [
        "CREDIT_CARD",
        "NON_CREDIT_CARD"
      ],
      "type": "string",
      "description": "Payment method type"
    },
    "Active": {
      "type": "boolean",
      "default": true,
      "description": "Whether payment method is active"
    }
  }
}

qbo_create_item

Create a new item (product/service) in QuickBooks.

Args:

Name: Item name (required)
Type: Item type - 'Inventory', 'Service', 'NonInventory', 'Group', 'Category'
IncomeAccountRef: Reference to income account (required for sales items)
ExpenseAccountRef: Reference to expense account
AssetAccountRef: Reference to asset account (required for inventory items)
Description: Item description
UnitPrice: Unit price for sales
PurchaseCost: Cost for purchases
QtyOnHand: Initial quantity on hand (inventory items)
TrackQtyOnHand: Whether to track quantity on hand

Returns: The created item record.

{
  "type": "object",
  "required": [
    "Name"
  ],
  "properties": {
    "Name": {
      "type": "string",
      "description": "Item name (required)"
    },
    "Type": {
      "enum": [
        "Inventory",
        "Service",
        "NonInventory",
        "Group",
        "Category"
      ],
      "type": "string",
      "default": "Service",
      "description": "Item type"
    },
    "QtyOnHand": {
      "type": "number",
      "description": "Initial quantity on hand"
    },
    "UnitPrice": {
      "type": "number",
      "description": "Unit price for sales"
    },
    "Description": {
      "type": "string",
      "description": "Item description"
    },
    "InvStartDate": {
      "type": "string",
      "description": "Inventory start date (YYYY-MM-DD)"
    },
    "PurchaseCost": {
      "type": "number",
      "description": "Cost for purchases"
    },
    "TrackQtyOnHand": {
      "type": "boolean",
      "description": "Whether to track quantity on hand"
    }
  }
}

qbo_update_item

Update an existing item.

Args:

Id: Item ID to update (required)
SyncToken: Current sync token (required for update)
Name: New item name
Description: New description
UnitPrice: New unit price
PurchaseCost: New purchase cost
Active: Whether item is active

Returns: The updated item record.

{
  "type": "object",
  "required": [
    "Id",
    "SyncToken"
  ],
  "properties": {
    "Id": {
      "type": "string",
      "description": "Item ID to update"
    },
    "Name": {
      "type": "string",
      "description": "New item name"
    },
    "Active": {
      "type": "boolean",
      "description": "Whether item is active"
    },
    "SyncToken": {
      "type": "string",
      "description": "Current sync token"
    },
    "UnitPrice": {
      "type": "number",
      "description": "New unit price"
    },
    "Description": {
      "type": "string",
      "description": "New description"
    },
    "PurchaseCost": {
      "type": "number",
      "description": "New purchase cost"
    }
  }
}

qbo_list_payments

List customer payments from QuickBooks with pagination.

Returns a paginated list of payments. Use startPosition from the response to fetch the next page.

Args:

maxResults: Number of payments to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
customerId: Filter by customer ID
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Payment[], count, hasMore, startPosition } Markdown format: Formatted table of payments

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "customerId": {
      "type": "string",
      "description": "Filter by customer ID"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of payments to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_payment

Get a single payment by ID.

Args:

id: The payment ID
format: Response format ('json' or 'markdown')

Returns: The payment record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Payment ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_payment

Create a new customer payment in QuickBooks.

Args:

CustomerRef: Reference to customer (required) - { value: "customerId", name: "Customer Name" }
TotalAmt: Total payment amount (required)
TxnDate: Payment date (YYYY-MM-DD)
PaymentMethodRef: Payment method reference
DepositToAccountRef: Account to deposit payment
Line: Array of invoice lines to apply payment to

Returns: The created payment record.

{
  "type": "object",
  "required": [
    "TotalAmt"
  ],
  "properties": {
    "TxnDate": {
      "type": "string",
      "description": "Payment date (YYYY-MM-DD)"
    },
    "TotalAmt": {
      "type": "number",
      "description": "Total payment amount (required)"
    }
  }
}

qbo_update_payment

Update an existing payment.

Args:

Id: Payment ID to update (required)
SyncToken: Current sync token (required for update)
TotalAmt: New total amount
TxnDate: New payment date
PaymentMethodRef: New payment method

Returns: The updated payment record.

{
  "type": "object",
  "required": [
    "Id"
  ],
  "properties": {
    "Id": {
      "type": "string",
      "description": "Payment ID to update"
    },
    "TxnDate": {
      "type": "string",
      "description": "New payment date"
    },
    "TotalAmt": {
      "type": "number",
      "description": "New total amount"
    },
    "SyncToken": {
      "type": "string",
      "description": "Current sync token"
    }
  }
}

qbo_delete_payment

Delete a payment from QuickBooks.

Args:

id: Payment ID to delete
syncToken: Current sync token

Returns: Confirmation of deletion.

{
  "type": "object",
  "required": [
    "id",
    "syncToken"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Payment ID to delete"
    },
    "syncToken": {
      "type": "string",
      "description": "Current sync token"
    }
  }
}

qbo_void_payment

Void a payment in QuickBooks.

Args:

id: Payment ID to void
syncToken: Current sync token

Returns: The voided payment record.

{
  "type": "object",
  "required": [
    "id",
    "syncToken"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Payment ID to void"
    },
    "syncToken": {
      "type": "string",
      "description": "Current sync token"
    }
  }
}

qbo_list_terms

List payment terms from QuickBooks.

Args:

maxResults: Number of terms to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Term[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of terms to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_run_report

Run a financial report in QuickBooks.

Available reports:

ProfitAndLoss: Income and expenses
ProfitAndLossDetail: Detailed income and expenses
BalanceSheet: Assets, liabilities, and equity
BalanceSheetDetail: Detailed balance sheet
CashFlow: Cash flow statement
GeneralLedger: All transactions by account
TrialBalance: Account balances
AccountList: Chart of accounts
AgedReceivables: Outstanding customer invoices
AgedPayables: Outstanding vendor bills
CustomerIncome: Income by customer
VendorExpenses: Expenses by vendor
ItemSales: Sales by product/service

Args:

reportName: Name of the report to run (required)
startDate: Start date for report period (YYYY-MM-DD)
endDate: End date for report period (YYYY-MM-DD)
accountingMethod: 'Accrual' or 'Cash'
summarizeBy: Group by period - 'Total', 'Month', 'Week', 'Days', 'Quarter', 'Year'
customer: Filter by customer ID
vendor: Filter by vendor ID
item: Filter by item ID
class: Filter by class ID
department: Filter by department ID

Returns: The report data with columns, rows, and summary.

{
  "type": "object",
  "required": [
    "reportName"
  ],
  "properties": {
    "item": {
      "type": "string",
      "description": "Filter by item ID"
    },
    "class": {
      "type": "string",
      "description": "Filter by class ID"
    },
    "vendor": {
      "type": "string",
      "description": "Filter by vendor ID"
    },
    "endDate": {
      "type": "string",
      "description": "End date (YYYY-MM-DD)"
    },
    "customer": {
      "type": "string",
      "description": "Filter by customer ID"
    },
    "startDate": {
      "type": "string",
      "description": "Start date (YYYY-MM-DD)"
    },
    "department": {
      "type": "string",
      "description": "Filter by department ID"
    },
    "reportName": {
      "enum": [
        "ProfitAndLoss",
        "ProfitAndLossDetail",
        "BalanceSheet",
        "BalanceSheetDetail",
        "CashFlow",
        "GeneralLedger",
        "TrialBalance",
        "AccountList",
        "AgedReceivables",
        "AgedReceivableDetail",
        "AgedPayables",
        "AgedPayableDetail",
        "CustomerIncome",
        "CustomerBalance",
        "CustomerBalanceDetail",
        "VendorExpenses",
        "VendorBalance",
        "VendorBalanceDetail",
        "ItemSales",
        "SalesByCustomer",
        "SalesByProduct",
        "DepartmentProfitAndLoss",
        "ClassProfitAndLoss",
        ""
      ],
      "type": "string",
      "description": "Name of the report to run"
    },
    "summarizeBy": {
      "enum": [
        "Total",
        "Month",
        "Week",
        "Days",
        "Quarter",
        "Year"
      ],
      "type": "string",
      "description": "Summarize columns by period"
    },
    "accountingMethod": {
      "enum": [
        "Accrual",
        "Cash"
      ],
      "type": "string",
      "description": "Accounting method"
    }
  }
}

qbo_profit_and_loss

Run a Profit and Loss (Income Statement) report.

Args:

startDate: Start date for report period (YYYY-MM-DD)
endDate: End date for report period (YYYY-MM-DD)
accountingMethod: 'Accrual' or 'Cash' (default: 'Accrual')
summarizeBy: Group by period - 'Total', 'Month', 'Quarter', 'Year'

Returns: Income, expenses, and net income for the period.

{
  "type": "object",
  "required": [
    "startDate",
    "endDate"
  ],
  "properties": {
    "endDate": {
      "type": "string",
      "description": "End date (YYYY-MM-DD)"
    },
    "startDate": {
      "type": "string",
      "description": "Start date (YYYY-MM-DD)"
    },
    "summarizeBy": {
      "enum": [
        "Total",
        "Month",
        "Quarter",
        "Year"
      ],
      "type": "string",
      "default": "Total",
      "description": "Summarize by period"
    },
    "accountingMethod": {
      "enum": [
        "Accrual",
        "Cash"
      ],
      "type": "string",
      "default": "Accrual",
      "description": "Accounting method"
    }
  }
}

qbo_balance_sheet

Run a Balance Sheet report.

Args:

endDate: As of date for the balance sheet (YYYY-MM-DD)
accountingMethod: 'Accrual' or 'Cash' (default: 'Accrual')

Returns: Assets, liabilities, and equity as of the specified date.

{
  "type": "object",
  "required": [
    "endDate"
  ],
  "properties": {
    "endDate": {
      "type": "string",
      "description": "As of date (YYYY-MM-DD)"
    },
    "accountingMethod": {
      "enum": [
        "Accrual",
        "Cash"
      ],
      "type": "string",
      "default": "Accrual",
      "description": "Accounting method"
    }
  }
}

qbo_cash_flow

Run a Statement of Cash Flows report.

Args:

startDate: Start date for report period (YYYY-MM-DD)
endDate: End date for report period (YYYY-MM-DD)

Returns: Cash flows from operating, investing, and financing activities.

{
  "type": "object",
  "required": [
    "startDate",
    "endDate"
  ],
  "properties": {
    "endDate": {
      "type": "string",
      "description": "End date (YYYY-MM-DD)"
    },
    "startDate": {
      "type": "string",
      "description": "Start date (YYYY-MM-DD)"
    }
  }
}

qbo_aged_receivables

Run an Aged Receivables report showing outstanding customer invoices.

Args:

reportDate: As of date for aging (YYYY-MM-DD, default: today)

Returns: Outstanding invoices grouped by customer and aging period (Current, 1-30, 31-60, 61-90, 91+).

{
  "type": "object",
  "properties": {
    "reportDate": {
      "type": "string",
      "description": "As of date (YYYY-MM-DD)"
    }
  }
}

qbo_aged_payables

Run an Aged Payables report showing outstanding vendor bills.

Args:

reportDate: As of date for aging (YYYY-MM-DD, default: today)

Returns: Outstanding bills grouped by vendor and aging period (Current, 1-30, 31-60, 61-90, 91+).

{
  "type": "object",
  "properties": {
    "reportDate": {
      "type": "string",
      "description": "As of date (YYYY-MM-DD)"
    }
  }
}

qbo_get_company_info

Get company information from QuickBooks.

Returns: Company name, address, fiscal year, industry, and other company settings.

{
  "type": "object",
  "properties": {}
}

qbo_get_preferences

Get company preferences from QuickBooks.

Returns: Accounting, sales, expenses, and other preference settings.

{
  "type": "object",
  "properties": {}
}

qbo_list_classes

List classes from QuickBooks for transaction categorization.

Args:

maxResults: Number of classes to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Class[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of classes to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_create_class

Create a new class in QuickBooks.

Args:

Name: Class name (required)
ParentRef: Parent class reference for sub-classes
Active: Whether class is active

Returns: The created class record.

{
  "type": "object",
  "properties": {
    "Name": {
      "type": "string",
      "description": "Class name (required)"
    },
    "Active": {
      "type": "boolean",
      "default": true,
      "description": "Whether class is active"
    }
  }
}

qbo_list_departments

List departments (locations) from QuickBooks.

Args:

maxResults: Number of departments to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Department[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of departments to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_create_term

Create a new payment term in QuickBooks.

Args:

Name: Term name (required, e.g., "Net 30")
DueDays: Number of days until due
DiscountPercent: Early payment discount percentage
DiscountDays: Days to receive discount
Active: Whether term is active

Returns: The created term record.

{
  "type": "object",
  "required": [
    "Name"
  ],
  "properties": {
    "Name": {
      "type": "string",
      "description": "Term name (required)"
    },
    "Active": {
      "type": "boolean",
      "default": true,
      "description": "Whether term is active"
    },
    "DueDays": {
      "type": "number",
      "description": "Days until due"
    },
    "DiscountDays": {
      "type": "number",
      "description": "Days to receive discount"
    },
    "DiscountPercent": {
      "type": "number",
      "description": "Early payment discount %"
    }
  }
}

qbo_list_tax_codes

List tax codes from QuickBooks.

Args:

maxResults: Number of tax codes to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: TaxCode[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of tax codes to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_list_tax_rates

List tax rates from QuickBooks.

Args:

maxResults: Number of tax rates to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: TaxRate[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of tax rates to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_exchange_rate

Get exchange rate for a currency.

Args:

sourceCurrency: Source currency code (e.g., 'EUR', 'GBP')
asOfDate: Date for the exchange rate (YYYY-MM-DD, default: today)

Returns: Exchange rate for converting source currency to home currency.

{
  "type": "object",
  "required": [
    "sourceCurrency"
  ],
  "properties": {
    "asOfDate": {
      "type": "string",
      "description": "Date for exchange rate (YYYY-MM-DD)"
    },
    "sourceCurrency": {
      "type": "string",
      "description": "Source currency code (e.g., EUR, GBP)"
    }
  }
}

qbo_list_attachables

List attachments/files from QuickBooks.

Args:

maxResults: Number of attachables to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Attachable[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of attachables to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_list_budgets

List budgets from QuickBooks.

Args:

maxResults: Number of budgets to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Budget[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of budgets to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_query

Execute a custom QuickBooks Query Language query.

The QuickBooks Query Language is a SQL-like syntax for querying entities.

Args:

entity: Entity type to query (e.g., 'Customer', 'Invoice', 'Account')
whereClause: Optional WHERE clause (e.g., "Active = true")
maxResults: Maximum results to return (default: 100)

Example queries:

entity: "Customer", whereClause: "Active = true"
entity: "Invoice", whereClause: "Balance > 0"
entity: "Account", whereClause: "AccountType = 'Bank'"

Returns: Array of matching entities.

{
  "type": "object",
  "required": [
    "entity"
  ],
  "properties": {
    "entity": {
      "type": "string",
      "description": "Entity type to query"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 1000,
      "minimum": 1,
      "description": "Maximum results"
    },
    "whereClause": {
      "type": "string",
      "description": "WHERE clause for filtering"
    }
  }
}

qbo_list_purchases

List purchases (checks, cash purchases, credit card charges) from QuickBooks.

Args:

maxResults: Number of purchases to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Purchase[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of purchases to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_purchase

Get a single purchase by ID.

Args:

id: The purchase ID
format: Response format ('json' or 'markdown')

Returns: The purchase record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Purchase ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_purchase

Create a new purchase (check, cash, or credit card) in QuickBooks.

Args:

PaymentType: Payment type - 'Cash', 'Check', or 'CreditCard' (required)
AccountRef: Payment account reference (required)
Line: Array of line items (required)
TxnDate: Transaction date (YYYY-MM-DD)
EntityRef: Vendor/payee reference
DocNumber: Transaction number

Returns: The created purchase record.

{
  "type": "object",
  "required": [
    "PaymentType",
    "Line"
  ],
  "properties": {
    "Line": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Array of line items"
    },
    "TxnDate": {
      "type": "string",
      "description": "Transaction date (YYYY-MM-DD)"
    },
    "DocNumber": {
      "type": "string",
      "description": "Transaction number"
    },
    "PaymentType": {
      "enum": [
        "Cash",
        "Check",
        "CreditCard"
      ],
      "type": "string",
      "description": "Payment type"
    }
  }
}

qbo_list_purchase_orders

List purchase orders from QuickBooks.

Args:

maxResults: Number of purchase orders to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
vendorId: Filter by vendor ID
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: PurchaseOrder[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "vendorId": {
      "type": "string",
      "description": "Filter by vendor ID"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of purchase orders to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_purchase_order

Get a single purchase order by ID.

Args:

id: The purchase order ID
format: Response format ('json' or 'markdown')

Returns: The purchase order record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Purchase Order ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_purchase_order

Create a new purchase order in QuickBooks.

Args:

VendorRef: Reference to vendor (required)
Line: Array of line items (required)
TxnDate: Transaction date (YYYY-MM-DD)
DocNumber: PO number
ShipAddr: Shipping address

Returns: The created purchase order record.

{
  "type": "object",
  "required": [
    "Line"
  ],
  "properties": {
    "Line": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Array of line items"
    },
    "TxnDate": {
      "type": "string",
      "description": "Transaction date (YYYY-MM-DD)"
    },
    "DocNumber": {
      "type": "string",
      "description": "PO number"
    }
  }
}

qbo_list_journal_entries

List journal entries from QuickBooks.

Args:

maxResults: Number of journal entries to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: JournalEntry[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of journal entries to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_journal_entry

Get a single journal entry by ID.

Args:

id: The journal entry ID
format: Response format ('json' or 'markdown')

Returns: The journal entry record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Journal Entry ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_journal_entry

Create a new journal entry in QuickBooks.

Args:

Line: Array of journal lines (required) - must have balanced debits and credits
TxnDate: Transaction date (YYYY-MM-DD)
DocNumber: Journal entry number
PrivateNote: Private memo

Returns: The created journal entry record.

{
  "type": "object",
  "required": [
    "Line"
  ],
  "properties": {
    "Line": {
      "type": "array",
      "items": {
        "type": "string"
      },
      "description": "Array of journal lines"
    },
    "TxnDate": {
      "type": "string",
      "description": "Transaction date (YYYY-MM-DD)"
    },
    "DocNumber": {
      "type": "string",
      "description": "Journal entry number"
    },
    "PrivateNote": {
      "type": "string",
      "description": "Private memo"
    }
  }
}

qbo_list_transfers

List transfers between accounts from QuickBooks.

Args:

maxResults: Number of transfers to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Transfer[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of transfers to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_transfer

Get a single transfer by ID.

Args:

id: The transfer ID
format: Response format ('json' or 'markdown')

Returns: The transfer record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Transfer ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_transfer

Create a new transfer between accounts in QuickBooks.

Args:

FromAccountRef: Account to transfer from (required)
ToAccountRef: Account to transfer to (required)
Amount: Transfer amount (required)
TxnDate: Transaction date (YYYY-MM-DD)
PrivateNote: Private memo

Returns: The created transfer record.

{
  "type": "object",
  "required": [
    "Amount"
  ],
  "properties": {
    "Amount": {
      "type": "number",
      "description": "Transfer amount"
    },
    "TxnDate": {
      "type": "string",
      "description": "Transaction date (YYYY-MM-DD)"
    },
    "PrivateNote": {
      "type": "string",
      "description": "Private memo"
    }
  }
}

qbo_list_deposits

List deposits from QuickBooks.

Args:

maxResults: Number of deposits to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Deposit[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of deposits to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_deposit

Get a single deposit by ID.

Args:

id: The deposit ID
format: Response format ('json' or 'markdown')

Returns: The deposit record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Deposit ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_deposit

Create a new deposit in QuickBooks.

Args:

DepositToAccountRef: Account to deposit to (required)
Line: Array of deposit lines (required)
TxnDate: Transaction date (YYYY-MM-DD)
PrivateNote: Private memo

Returns: The created deposit record.

{
  "type": "object",
  "properties": {
    "TxnDate": {
      "type": "string",
      "description": "Transaction date (YYYY-MM-DD)"
    },
    "PrivateNote": {
      "type": "string",
      "description": "Private memo"
    }
  }
}

qbo_list_time_activities

List time activities from QuickBooks.

Args:

maxResults: Number of time activities to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: TimeActivity[], count, hasMore, startPosition }

{
  "type": "object",
  "properties": {
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of time activities to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_time_activity

Get a single time activity by ID.

Args:

id: The time activity ID
format: Response format ('json' or 'markdown')

Returns: The time activity record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Time Activity ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_time_activity

Create a new time activity in QuickBooks.

Args:

NameOf: Type of entity - 'Employee' or 'Vendor' (required)
EmployeeRef: Reference to employee (if NameOf is 'Employee')
VendorRef: Reference to vendor (if NameOf is 'Vendor')
TxnDate: Activity date (YYYY-MM-DD)
Hours: Hours worked
Minutes: Minutes worked
HourlyRate: Hourly rate
CustomerRef: Customer reference
ItemRef: Service item reference
Description: Activity description
Billable: Whether time is billable

Returns: The created time activity record.

{
  "type": "object",
  "properties": {
    "Hours": {
      "type": "number",
      "description": "Hours worked"
    },
    "NameOf": {
      "enum": [
        "Employee",
        "Vendor"
      ],
      "type": "string",
      "description": "Type of entity"
    },
    "Minutes": {
      "type": "number",
      "description": "Minutes worked"
    },
    "TxnDate": {
      "type": "string",
      "description": "Activity date (YYYY-MM-DD)"
    },
    "HourlyRate": {
      "type": "number",
      "description": "Hourly rate"
    },
    "Description": {
      "type": "string",
      "description": "Activity description"
    },
    "BillableStatus": {
      "enum": [
        "Billable",
        "NotBillable",
        "HasBeenBilled"
      ],
      "type": "string",
      "description": "Billable status"
    }
  }
}

qbo_list_vendors

List vendors from QuickBooks with pagination.

Returns a paginated list of vendors. Use startPosition from the response to fetch the next page.

Args:

maxResults: Number of vendors to return (1-100, default: 100)
startPosition: Starting position for pagination (default: 1)
active: Filter by active status (true/false)
format: Response format ('json' or 'markdown')

Returns: JSON format: { items: Vendor[], count, hasMore, startPosition } Markdown format: Formatted table of vendors

{
  "type": "object",
  "properties": {
    "active": {
      "type": "boolean",
      "description": "Filter by active status"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string",
      "default": "json",
      "description": "Response format"
    },
    "maxResults": {
      "type": "integer",
      "default": 100,
      "maximum": 100,
      "minimum": 1,
      "description": "Number of vendors to return"
    },
    "startPosition": {
      "type": "integer",
      "default": 1,
      "minimum": 1,
      "description": "Starting position for pagination"
    }
  }
}

qbo_get_vendor

Get a single vendor by ID.

Args:

id: The vendor ID
format: Response format ('json' or 'markdown')

Returns: The vendor record with all available fields.

{
  "type": "object",
  "required": [
    "id"
  ],
  "properties": {
    "id": {
      "type": "string",
      "description": "Vendor ID"
    },
    "format": {
      "enum": [
        "json",
        "markdown"
      ],
      "type": "string"
    }
  }
}

qbo_create_vendor

Create a new vendor in QuickBooks.

Args:

DisplayName: Display name (required, must be unique)
GivenName: First name
FamilyName: Last name
CompanyName: Company name
PrimaryEmailAddr: Primary email address
PrimaryPhone: Primary phone number
BillAddr: Billing address
AcctNum: Account number

Returns: The created vendor record.

{
  "type": "object",
  "required": [
    "DisplayName"
  ],
  "properties": {
    "AcctNum": {
      "type": "string",
      "description": "Account number"
    },
    "GivenName": {
      "type": "string",
      "description": "First name"
    },
    "FamilyName": {
      "type": "string",
      "description": "Last name"
    },
    "CompanyName": {
      "type": "string",
      "description": "Company name"
    },
    "DisplayName": {
      "type": "string",
      "description": "Display name (required, must be unique)"
    }
  }
}

qbo_update_vendor

Update an existing vendor.

Args:

Id: Vendor ID to update (required)
SyncToken: Current sync token (required for update)
DisplayName: New display name
GivenName: New first name
FamilyName: New last name
CompanyName: New company name
PrimaryEmailAddr: New email address
PrimaryPhone: New phone number
Active: Whether vendor is active

Returns: The updated vendor record.

{
  "type": "object",
  "required": [
    "Id",
    "SyncToken"
  ],
  "properties": {
    "Id": {
      "type": "string",
      "description": "Vendor ID to update"
    },
    "Active": {
      "type": "boolean",
      "description": "Whether vendor is active"
    },
    "GivenName": {
      "type": "string",
      "description": "New first name"
    },
    "SyncToken": {
      "type": "string",
      "description": "Current sync token"
    },
    "FamilyName": {
      "type": "string",
      "description": "New last name"
    },
    "CompanyName": {
      "type": "string",
      "description": "New company name"
    },
    "DisplayName": {
      "type": "string",
      "description": "New display name"
    }
  }
}