How to connect Quickbooks to Cursor

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 Metorial to your MCP config

   Use ~/.cursor/mcp.json for every project, or .cursor/mcp.json for one.

   Copy

   {
     "mcpServers": {
       "metorial": {
         "url": "<your-magic-mcp-url>"
       }
     }
   }

3. 3. Sign in

   Open Customize in the sidebar, find 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.

• Cursor picks MCP tools automatically when they are relevant, including in Plan Mode. Name a Quickbooks tool to steer it.
• Cursor asks for approval before it uses an MCP tool by default. Click the arrow next to the tool name to check the arguments first.
• Switch the Metorial server off from Customize in the sidebar without removing it.
• Cursor shows each Quickbooks tool response in chat, with expandable views of the arguments and the result.

Metorial connects but tools are missing or failing

Open the Output panel (Cmd+Shift+U), choose MCP Logs, and look for authentication or connection errors.

Your company blocks the server

Enterprise admins approve remote servers in Team Settings, then MCP Configuration. Ask them to add a URL entry for your Metorial URL.

Cursor asks before every tool call

That is the default. Allowlist the Metorial tools you trust in your Run Mode settings to run them without a prompt.

Based on the Cursor MCP documentation.