QuickBooks Online MCP Server logo

QuickBooks Online MCP Server

by CData Software

This project builds a read-only MCP Server to allow LLMs to query live QuickBooks Online data. It leverages the CData JDBC Driver for QuickBooks Online to expose data as relational SQL models through a simple MCP interface.

View on GitHub

Last updated: N/A

What is QuickBooks Online MCP Server?

The QuickBooks Online MCP Server by CData is a read-only server that allows Large Language Models (LLMs) to query live data from QuickBooks Online. It wraps the CData JDBC Driver for QuickBooks Online and makes the data available through a Model Context Protocol (MCP) interface, enabling LLMs to retrieve information using natural language questions without requiring SQL.

How to use QuickBooks Online MCP Server?

To use the server, you need to clone the repository, build the server using Maven, download and license the CData JDBC Driver for QuickBooks Online, configure a connection to QuickBooks Online using the driver, create a .prp file with connection properties, and configure your AI client (e.g., Claude Desktop) to use the MCP server by updating its configuration file with the server's command and arguments. Finally, run or refresh your client to access the QuickBooks Online data.

Key features of QuickBooks Online MCP Server

  • Read-only access to QuickBooks Online data

  • MCP interface for LLM integration

  • Uses CData JDBC Driver for QuickBooks Online

  • Enables natural language querying of data

  • No SQL knowledge required for querying

Use cases of QuickBooks Online MCP Server

  • Answering natural language questions about QuickBooks Online data

  • Generating reports and insights from QuickBooks Online data using LLMs

  • Integrating QuickBooks Online data into AI-powered applications

  • Automating data retrieval tasks from QuickBooks Online

FAQ from QuickBooks Online MCP Server

How do I troubleshoot connection issues?

Ensure you have configured your connection properly using the Connection String builder and copied the connection string into the property (.prp) file. If you are still having trouble, contact the CData Support Team.

How do I get a license for the CData JDBC Driver?

Download and install the CData JDBC Driver for QuickBooks Online. Navigate to the lib folder in the installation directory and run the command java -jar cdata.jdbc.quickbooksonline.jar --license. Enter your name, email, and "TRIAL" (or your license key).

What if I can't see the CData MCP Server in Claude Desktop?

Be sure that you have fully quit Claude Desktop (Windows: use the Task Manager, Mac: use the Activity Monitor) and re-opened it.

What does the Tables property in the .prp file do?

If you leave the Tables property blank, you will have access to all data. Otherwise, you can explicitly declare the tables you wish to create access for.

Where can I get help with the MCP server?

If you are having trouble using the MCP server, or have any other feedback, join the CData Community.