> ## Documentation Index
> Fetch the complete documentation index at: https://docs.caylex.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks

Production Ready MCP server for QuickBooks

## Server Details

| Property       | Value                                     |
| -------------- | ----------------------------------------- |
| **Transport**  | Streamable HTTP                           |
| **Hosting**    | Remote (externally hosted)                |
| **Categories** | Business Operations, Accounting & Finance |

## Authentication

This server supports the following authentication method:

### OAuth

**Scopes:** `com.intuit.quickbooks.accounting`

During the server onboarding flow, you will be prompted to complete the OAuth flow to grant access. See the [QuickBooks Authentication guide](/oauth-guides/quickbooks) for step-by-step credential configuration.

## Getting Started

<Steps>
  <Step title="Add the server">
    Navigate to the **Server Library** and click on the **New Server** button. Find **QuickBooks** in the Caylex Catalog.
  </Step>

  <Step title="Server Onboarding flow">
    Go through the server onboarding flow.
  </Step>

  <Step title="Use in a project">
    Add the server to a [project](https://app.caylex.dev/projects) by configuring project connections. Its tools are now available to any agents connected to that project.
  </Step>
</Steps>

## Available Tools

This server provides **31** tools:

<AccordionGroup>
  <Accordion title="qbo_create_customer">
    Create a customer in QuickBooks Online.
  </Accordion>

  <Accordion title="qbo_get_customer">
    Get a customer by QuickBooks ID.
  </Accordion>

  <Accordion title="qbo_update_customer">
    Update a customer. Requires Id and SyncToken in the payload.
  </Accordion>

  <Accordion title="qbo_delete_customer">
    Deactivate a customer by ID or by \{Id, SyncToken}.
  </Accordion>

  <Accordion title="qbo_search_customers">
    Search customers with optional filters, sorting, and pagination criteria.
  </Accordion>

  <Accordion title="qbo_create_account">
    Create a chart-of-accounts entry.
  </Accordion>

  <Accordion title="qbo_update_account">
    Sparse-update a chart-of-accounts entry.
  </Accordion>

  <Accordion title="qbo_search_accounts">
    Search chart-of-accounts entries.
  </Accordion>

  <Accordion title="qbo_get_item">
    Get an item (product/service) by ID.
  </Accordion>

  <Accordion title="qbo_create_item">
    Create an item (Inventory, NonInventory, Service).
  </Accordion>

  <Accordion title="qbo_update_item">
    Sparse-update an item.
  </Accordion>

  <Accordion title="qbo_search_items">
    Search items.
  </Accordion>

  <Accordion title="qbo_create_estimate">
    Create an estimate object.
  </Accordion>

  <Accordion title="qbo_get_estimate">
    Get an estimate by ID.
  </Accordion>

  <Accordion title="qbo_update_estimate">
    Update an estimate. Requires Id and SyncToken.
  </Accordion>

  <Accordion title="qbo_delete_estimate">
    Delete/void an estimate by ID or entity object.
  </Accordion>

  <Accordion title="qbo_search_estimates">
    Search estimates.
  </Accordion>

  <Accordion title="qbo_create_vendor">
    Create a vendor.
  </Accordion>

  <Accordion title="qbo_get_vendor">
    Get a vendor by ID.
  </Accordion>

  <Accordion title="qbo_update_vendor">
    Update a vendor. Requires Id and SyncToken.
  </Accordion>

  <Accordion title="qbo_delete_vendor">
    Delete/deactivate a vendor using Id+SyncToken.
  </Accordion>

  <Accordion title="qbo_search_vendors">
    Search vendors.
  </Accordion>

  <Accordion title="qbo_create_employee">
    Create an employee.
  </Accordion>

  <Accordion title="qbo_get_employee">
    Get an employee by ID.
  </Accordion>

  <Accordion title="qbo_update_employee">
    Update an employee. Requires Id and SyncToken.
  </Accordion>

  <Accordion title="qbo_search_employees">
    Search employees.
  </Accordion>

  <Accordion title="qbo_create_journal_entry">
    Create a journal entry.
  </Accordion>

  <Accordion title="qbo_get_journal_entry">
    Get a journal entry by ID.
  </Accordion>

  <Accordion title="qbo_update_journal_entry">
    Update a journal entry. Requires Id and SyncToken.
  </Accordion>

  <Accordion title="qbo_delete_journal_entry">
    Delete/void a journal entry by ID or entity object.
  </Accordion>

  <Accordion title="qbo_search_journal_entries">
    Search journal entries.
  </Accordion>
</AccordionGroup>

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