How to connect Quickbooks to Claude Code

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 the server over HTTP

   Add --scope user to use it in every project.

   Copy

   claude mcp add --transport http metorial <your-magic-mcp-url>

3. 3. Sign in

   Run /mcp, select Metorial 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.

• Quickbooks tools appear as mcp__metorial__<tool>. Use that name in permission rules to allow or deny a tool.
• Run /mcp to see whether Metorial is connected and to sign in again.
• Claude Code warns when a tool result passes 10,000 tokens and caps it at 25,000 by default. Raise the cap with MAX_MCP_OUTPUT_TOKENS.
• Pre-approve trusted Quickbooks tools with allow rules in your settings so Claude Code stops asking each time.

claude mcp list shows "Needs authentication"

Run /mcp, select Metorial, and sign in. If sign-in keeps failing, choose Clear authentication in the same menu and sign in again.

A teammate sees "Pending approval"

Servers shared through a project .mcp.json need approval. Run claude in the project and approve Metorial when asked.

Large tool results are cut off

Claude Code limits MCP tool output to 25,000 tokens by default. Raise it with the MAX_MCP_OUTPUT_TOKENS environment variable.

Based on the Claude Code MCP documentation.