Connect Quickbooks to AI agents

Connect Quickbooks to Claude, Codex, Cursor, or other AI agents for your entire team. Metorial security, governance, observability, and gives your team a unified Magic MCP url to connect.

Supported Tools

get_account

Get Account

Retrieves an account from the chart of accounts by ID, returning type, balance, and classification details.

create_account

Create Account

Creates a new account in the QuickBooks chart of accounts. Accounts track income, expenses, assets, liabilities, and equity. Supports sub-account hierarchy.

get_report

Get Report

Generates a financial report from QuickBooks. Supports standard reports including Profit and Loss, Balance Sheet, Cash Flow, Trial Balance, and more. Reports can be filtered by date range and other parameters.

get_invoice

Get Invoice

Retrieves a single invoice by its ID, returning full details including line items, amounts, customer info, and payment status. Can also send or void an invoice.

query_entities

Query Entities

Queries QuickBooks entities using a SQL-like query language. Search and filter any entity type (Customer, Invoice, Bill, Item, Account, Vendor, Payment, Estimate, etc.) with flexible WHERE conditions, sorting, and pagination.

create_item

Create Item

Creates a new product or service item in QuickBooks. Supports inventory items with quantity tracking, service items, and non-inventory items. Configure pricing, accounts, and inventory details.

get_company_info

Get Company Info

Retrieves the company profile information from QuickBooks, including name, address, contact details, fiscal year, and industry type.

create_journal_entry

Create Journal Entry

Creates a manual journal entry with debit and credit lines. Used for adjustments, corrections, and non-standard transactions that don't fit standard transaction types. Total debits must equal total credits.

create_bill

Create Bill

Creates a new bill (accounts payable) from a vendor. Bills represent money owed to vendors for goods or services received. Supports multiple line items with expense account categorization.

get_payment

Get Payment

Retrieves a payment record by ID with full transaction details and linked invoices.

create_payment

Create Payment

Records a payment received from a customer. The payment can be linked to one or more invoices, or recorded as an unlinked payment (credit). Supports specifying the payment method and deposit account.

pay_bill

Pay Bill

Records a bill payment to a vendor. Can pay one or more bills in a single payment using either a bank account (check) or credit card.

update_item

Update Item

Updates an existing product or service item. Fetches the current item first to ensure the sync token is correct, then applies updates.

create_estimate

Create Estimate

Creates a new estimate (quote/proposal) for a customer. Estimates can later be converted to invoices. Supports multiple line items with item references.

update_customer

Update Customer

Updates an existing customer record in QuickBooks. Fetches the current customer data first to ensure the sync token is correct, then applies the provided updates.

get_customer

Get Customer

Retrieves a customer record by ID, returning contact details, addresses, balance, and status.

record_expense

Record Expense

Records a purchase or expense transaction in QuickBooks. Supports cash, check, and credit card payment types. Each line item can be categorized against a chart of accounts entry and optionally marked as billable to a customer.

create_vendor

Create Vendor

Creates a new vendor (supplier) record in QuickBooks with contact details and address information.

search_contacts

Search Contacts

Searches for customers and/or vendors by name, email, or other criteria. A convenient alternative to raw queries for finding contacts.

get_vendor

Get Vendor

Retrieves a vendor record by ID, returning full contact and balance details.

create_customer

Create Customer

Creates a new customer record in QuickBooks. Supports full contact details, billing/shipping addresses, and parent customer hierarchy.

create_invoice

Create Invoice

Creates a new invoice in QuickBooks for a specified customer. Supports multiple line items with quantities, unit prices, and item references. Can optionally send the invoice via email immediately after creation.

get_sales_receipt

Get Sales Receipt

Retrieves a sales receipt by ID, including customer, amount, transaction date, and line item details.

create_sales_receipt

Create Sales Receipt

Creates a sales receipt in QuickBooks for an immediate customer sale where payment is received at the time of purchase.

delete_sales_receipt

Delete Sales Receipt

Deletes a sales receipt transaction from QuickBooks. If syncToken is omitted, the current receipt is fetched first.

More integrations teams use with Quickbooks

Shopify

Manage e-commerce stores including products, orders, customers, inventory, and fulfillment. Create and update products with variants, images, and metafields. Process and track orders, draft orders, refunds, and transactions. Manage customer records, addresses, and marketing consent. Track and adjust inventory levels across multiple locations. Handle fulfillment workflows including routing to warehouses and third-party logistics. Create and manage discount codes, price rules, and automatic discounts. Configure shipping rates, carrier services, and delivery profiles. Build custom storefronts with cart management and checkout via the Storefront API. Manage content including pages, blogs, articles, and themes. Support B2B commerce with company profiles, catalogs, and custom pricing. Receive webhooks for events across orders, products, customers, inventory, fulfillment, collections, carts, checkouts, disputes, and more.

Stripe

Process payments, manage subscriptions, and handle invoices. Create and manage customers, payment methods, and product catalogs. Issue refunds, handle disputes, and submit chargeback evidence. Create checkout sessions and payment links. Manage connected accounts and platform fund flows via Stripe Connect. Configure payouts to bank accounts and debit cards. Apply coupons and promotion codes to subscriptions and invoices. Calculate and collect taxes automatically. Access balance information and transaction history. Upload files for dispute evidence and identity verification. Create and manage virtual and physical payment cards via Issuing. Receive real-time webhook notifications for payment, subscription, invoice, and account events.

Abstract

Validate, enrich, and look up data through a suite of utility APIs. Validate email addresses for deliverability, format, and risk (disposable, spam trap, role-based detection). Validate and identify phone numbers with carrier, line type, and location details. Geolocate IP addresses and detect VPNs, proxies, and TOR usage. Enrich company data from domains or emails. Retrieve live and historical currency exchange rates and perform conversions. Look up public holidays by country and date. Get current time and convert between timezones. Scrape web page content from URLs. Capture website screenshots. Compress and optimize images. Generate user avatars. Validate VAT numbers and retrieve VAT rates. Validate IBAN bank account numbers.

Acculynx

Manage roofing contractor business operations including jobs, contacts, estimates, invoices, and payments. Create and search jobs with milestone tracking, assign representatives, and monitor job lifecycle events. Create and retrieve contacts with communication logging. Access estimates, supplements, and financial worksheets. Create and manage invoices, payments, and expenses. Schedule and update appointments via calendars. Upload documents, photos, and videos to jobs. Retrieve company settings such as insurance companies, lead sources, milestones, and trade types. Access reports and manage webhook subscriptions for real-time event notifications on job, contact, and financial changes.

Acuity Scheduling

Create, retrieve, update, cancel, and reschedule appointments. Manage availability by querying open dates and time slots for appointment types and calendars. Block time slots to prevent bookings. Manage client records including creation, retrieval, updates, and deletion. List appointment types, add-ons, calendars, and intake forms. Create and validate gift certificates, packages, and coupons. Retrieve orders and product listings. Subscribe to webhooks for appointment and order events.

Agiled

Manage business operations including CRM, projects, finances, and HR in one platform. Create, update, and retrieve contacts, leads, accounts, and deals with custom pipeline stages. Create and manage projects, tasks, and time entries. Generate and send invoices, estimates, and track expenses. Create contracts, collect e-signatures, and manage proposals. Handle employee records, departments, attendance, and leave tracking. Create and manage support tickets. Track products and packages. Listen for events on new contacts, contracts, invoices, projects, tasks, employees, tickets, and CRM changes via webhooks.

Technical notes for Quickbooks

Manage business finances and accounting in QuickBooks Online. Create, send, and track invoices. Manage bills and accounts payable, record bill payments. Create and update customer and vendor records with contact details and hierarchies. Record payments against invoices and credit memos. Create estimates, sales receipts, and journal entries. Track expenses and categorize against the chart of accounts. Manage items, products, services, and inventory levels. Query entities using SQL-like syntax and sync incremental changes via Change Data Capture. Generate financial reports including profit and loss, balance sheet, and cash flow. Process credit card and bank account (ACH) payments via the Payments API. Manage the chart of accounts for tracking income, expenses, assets, and liabilities.

Connect Quickbooks to production AI agents

See how Metorial gives Quickbooks access the governance, tracing, and security controls teams need.

Frequently asked questions

Common questions about connecting Quickbooks to AI agents with Metorial.

  1. Can Metorial connect Quickbooks to AI agents?
    Yes. Metorial connects AI agents to Quickbooks through a governed integration layer, so teams can use the provider while keeping access controlled and observable.
  2. Metorial is MCP compatible and lets teams expose approved provider tools to MCP-capable agents and clients through a controlled access layer.
  3. Metorial applies policies across users, groups, providers, agents, and individual tools, then records the context around every agent interaction.
  4. Yes. Metorial records provider activity so teams can inspect tool calls, troubleshoot integrations, and give security teams the visibility they need.