How to connect Quickbooks to ChatGPT

1. 1. Enable Quickbooks in Metorial

   In your Metorial portal, enable the Quickbooks MCP server and sign in with the account that owns the data. Access stays governed by your team policies.

2. 2. Add a custom MCP server

   On ChatGPT web, open Plugins, select +, then Add custom MCP server.

3. 3. Paste your Metorial MCP URL

   Name it Metorial, paste your Magic MCP URL (<your-magic-mcp-url>), choose OAuth and accept the risk notice.

4. 4. Create and install the plugin

   Select Create as a plugin, install it and sign in to load Quickbooks tools.

• Get Account: Retrieves an account from the chart of accounts by ID, returning type, balance, and classification details.
• Create Account: Creates a new account in the QuickBooks chart of accounts.
• Get Report: Generates a financial report from QuickBooks.
• Get Invoice: Retrieves a single invoice by its ID, returning full details including line items, amounts, customer info, and payment status.
• Query Entities: Queries QuickBooks entities using a SQL-like query language.
• Create Item: Creates a new product or service item in QuickBooks.
• Get Company Info: Retrieves the company profile information from QuickBooks, including name, address, contact details, fiscal year, and industry type.
• Create Journal Entry: Creates a manual journal entry with debit and credit lines.
• Create Bill: Creates a new bill (accounts payable) from a vendor.
• Get Payment: Retrieves a payment record by ID with full transaction details and linked invoices.
• Create Payment: Records a payment received from a customer.
• Pay Bill: Records a bill payment to a vendor.
• Update Item: Updates an existing product or service item.
• Create Estimate: Creates a new estimate (quote/proposal) for a customer.
• Update Customer: Updates an existing customer record in QuickBooks.
• And 10 more on the Quickbooks MCP server page.

• Type @ and pick the plugin. The selection applies to that message only, so @mention it again when a follow-up needs fresh Quickbooks data.
• For write actions, ChatGPT may ask you to confirm first, depending on the app permissions and the action.
• Once published for a workspace, ChatGPT keeps a snapshot of the tool list. When your team adds Quickbooks tools in Metorial, an admin refreshes the actions in Workspace settings before they appear.
• You can use several apps in one prompt, for example read Quickbooks data and then create a ticket in another app.

Add custom MCP server is missing

Workspace policy controls it. On Enterprise and Edu, an admin grants the permission to create plugins with MCPs; ask them to enable it for you.

The plugin exists but no tools appear

Creating the plugin is not enough: install it from your plugins, then start a new conversation so ChatGPT loads its tools.

ChatGPT answers without using the tools

Pick the plugin with @ in the composer and name the action you want, for example "use Metorial to look up the latest ticket".

Based on the ChatGPT MCP documentation.