Qb Auto

Name: Qb Auto
Author: Scottcjn

@Scottcjn

About Qb Auto

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

Basic information

Config

No standard config provided

This server doesn't expose a parseable MCP config block in its README. See the repository for install instructions.

Repository

Tools

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

Overview

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

FAQ from Qb Auto

What transport does Qb Auto use?

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

What are the runtime requirements?

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

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.

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.

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.

Comments

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