QuickBooks Online MCP Server - add QuickBooks tool to any AI (like Claude)
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What This Workflow Does
This workflow creates an AI-powered chatbot that can answer natural language questions about your QuickBooks Online data. Using OpenAI's GPT models and the Model Context Protocol (MCP), the agent can retrieve customer information, analyze balances, and provide insights through a conversational interface. Users can simply ask questions like "How many customers do we have?" or "What's our total customer balance?" and get instant answers from live QuickBooks data.
Key Features
- Natural language queries: Ask questions about your QuickBooks data in plain English
- MCP architecture: Uses Model Context Protocol to manage tools efficiently, making it easy to expand with additional QuickBooks operations
- Public chat interface: Share the chatbot URL with team members who need QuickBooks insights without direct access
- Real-time data: Queries live QuickBooks data for up-to-date answers
Common Use Cases
- Customer service teams checking account balances without logging into QuickBooks
- Sales teams quickly looking up customer information
- Finance teams getting quick answers about customer data
- Managers monitoring key metrics through conversational queries
Setup Requirements
QuickBooks Developer Account: Register at developer.intuit.com and create an app with Accounting scope permissions. You'll receive a Client ID and Client Secret.
Configure OAuth: In your Intuit Developer dashboard, add the redirect URL provided by n8n when creating QuickBooks credentials. Set the environment to Sandbox for testing, or complete Intuit's app approval process for Production use.
OpenAI API: Add your OpenAI API credentials to power the chat model. The workflow uses GPT-4.1-mini by default, but you can select other models based on your performance and cost requirements.
Chat Access: The chat trigger is set to public by default. Configure access settings based on your security requirements before sharing the chat URL.
n8n QuickBooks Online MCP Server - Add QuickBooks Tool to Any AI Like Claude
This n8n workflow acts as a server for the Model Context Protocol (MCP), enabling you to integrate QuickBooks Online functionalities as a tool for any AI agent that supports MCP, such as Claude. It effectively exposes QuickBooks Online operations to your AI, allowing it to interact with your accounting data.
What it does
This workflow sets up an MCP server that provides a "QuickBooks Online" tool to connected AI clients.
- Listens for MCP Requests: The workflow is triggered by incoming requests from an MCP client (e.g., an AI agent).
- Provides QuickBooks Online Tool: It registers a "QuickBooks Online" tool, making its capabilities available to the AI agent.
- Processes AI Agent Actions: An AI Agent node is configured to use an OpenAI Chat Model to process the requests and decide when to utilize the QuickBooks Online tool.
- Responds to MCP Client: The workflow then returns the AI agent's response, potentially including results from QuickBooks Online operations, back to the MCP client.
Prerequisites/Requirements
- n8n Instance: A running n8n instance.
- OpenAI API Key: For the OpenAI Chat Model.
- QuickBooks Online Account: With appropriate credentials configured in n8n (not explicitly shown in the JSON but implied by the "QuickBooks Online" tool name).
- An AI Client supporting MCP: Such as Claude or another AI agent capable of connecting to an MCP server.
Setup/Usage
- Import the Workflow: Import the provided JSON into your n8n instance.
- Configure Credentials:
- OpenAI Chat Model: Configure your OpenAI API Key credentials in the "OpenAI Chat Model" node.
- QuickBooks Online: Ensure you have QuickBooks Online credentials set up in n8n. While the "MCP Client Tool" node doesn't directly show QuickBooks credentials, the tool it provides would rely on existing n8n QuickBooks Online credentials.
- Activate the Workflow: Save and activate the workflow.
- Connect your AI Client: Configure your AI client (e.g., Claude) to connect to this n8n MCP server endpoint. The "MCP Server Trigger" node will provide the necessary URL once the workflow is active.
- Interact with your AI: Your AI agent can now be prompted to perform tasks related to QuickBooks Online, utilizing the tool provided by this workflow. For example, you could ask your AI to "list recent invoices" or "create a new customer."
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