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Qb Auto MCP Server

@Scottcjn

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stdio

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Scottcjn

投稿者

AutoJanitor

Qb Auto MCP Server について

QuickBooks Online MCP server for Claude Code — 8 automation tools (invoices, payments, reports) that replace ~50K-token UI snapshots.

#quickbooks#accounting#automation#claude-code#finance

Qb Auto MCP Server の設定

標準の設定はありません

このサーバーの README には解析可能な MCP 設定ブロックが含まれていません。インストール手順はリポジトリをご確認ください。

リポジトリ

Qb Auto MCP Server のツール

15

Check current page/dialog state (~50 tokens)

List all visible invoices with optional customer filter

Inspect an open invoice form (line items, totals)

Record a payment (navigate → fill → save → confirm)

Create a new invoice with line items

Delete a line from an existing invoice

Edit an existing payment amount

Record multiple payments in sequence

Run any QBO report (30+ report types) with date range options

Profit & Loss (income statement)

Balance Sheet (assets, liabilities, equity)

A/R Aging Summary (who owes, how overdue)

Customer Balance Summary

Open (unpaid) Invoices

Vendor Balance Summary

概要

What is Qb Auto?

Qb Auto is an MCP server that gives Claude Code native tools for QuickBooks Online automation. It replaces large browser_snapshot round-trips with targeted DOM extraction (~200–500 tokens) and compound Playwright actions that complete entire workflows in one tool call.

How to use Qb Auto?

Install Python 3.10+, the mcp and playwright packages, and a Chrome browser running with remote debugging on port 9222. Register the server with Claude Code by adding a quickbooks entry to ~/.mcp.json that points to server.py. Claude can then call any of the 15 tools directly.

Key features of Qb Auto

  • 15 tools for QuickBooks Online: invoices, payments, reports, and more
  • Typical token savings of 91–95% over browser snapshot workflows
  • Uses ARIA-stable selectors that survive QBO page reloads
  • No intermediate browser snapshots — one tool call completes an operation
  • Extractors return compact JSON (~200 tokens) instead of full-page DOM

Use cases of Qb Auto

  • Record a payment: Claude calls a single tool that navigates, fills, saves, and confirms
  • Create an invoice with line items without manual browser steps
  • Run any of 30+ QBO report types (P&L, Balance Sheet, A/R Aging, etc.)
  • Batch‑receive multiple payments in sequence
  • Edit existing payment amounts or delete line items on an invoice

よくある質問

1

What transport does Qb Auto use?

It uses the standard MCP `stdio` transport and communicates with Claude Code via a subprocess.

2

What are the runtime requirements?

Python 3.10+, the `mcp` and `playwright` packages, and a Chrome browser started with `--remote-debugging-port=9222`.

3

How does Qb Auto connect to QuickBooks Online?

It connects to the Chrome browser via Chrome DevTools Protocol (CDP) on port 9222, then navigates to QBO and extracts data from the DOM using injected JavaScript.

4

Does Qb Auto store any data?

No. All operations happen live in the user’s QBO session; the server only returns compact JSON results from the current page state.

5

Can I use Qb Auto with a different port?

Yes. Set the `CDP_PORT` variable in `server.py` to use a port other than the default 9222.

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