34 tools from the Quickbooks MCP Server, categorised by risk level.
View the Quickbooks policy →account_period_summary Get a period summary for an account: opening balance, total debits/credits, closing balance, and transaction count. Uses the General Ledger report.... get_balance_sheet Get a Balance Sheet report. Can be broken down by department/location. get_bill Fetch a single bill by ID with full details including SyncToken (needed for edits). Returns vendor, date, due date, amount, AP account, line details. get_company_info Get information about the connected QuickBooks company. get_customer Fetch a single customer by ID with full details including SyncToken (needed for edits). Returns name, contact info, addresses, balance, hierarchy (... get_deposit Fetch a single deposit by ID with full details including SyncToken (needed for edits). Returns deposit account, date, memo, and line details showin... get_expense Fetch a single expense (Purchase) by ID with full details including SyncToken. Covers Expenses, Checks, and Credit Card charges. Returns payment ty... get_invoice Fetch a single invoice by ID with full details including SyncToken (needed for edits). Returns customer, date, due date, balance, department, line ... get_journal_entry Fetch a single journal entry by ID with full details including SyncToken (needed for edits). Returns formatted summary and writes full object to te... get_profit_loss Get a Profit and Loss (Income Statement) report. Can be broken down by department/location. get_sales_receipt Fetch a single sales receipt by ID with full details including SyncToken (needed for edits). Returns customer, date, deposit account, department, l... get_trial_balance Get a Trial Balance report. Useful for month-end close and reconciliation. Note: Trial Balance does not support department/location breakdown in Qu... get_vendor_credit Fetch a single vendor credit by ID with full details including SyncToken (needed for edits). Returns vendor, date, memo, ref number, AP account, an... list_accounts List all accounts in the chart of accounts. Returns AcctNum (the user-facing account number), Name, AccountType, AccountSubType, and CurrentBalance... qbo_authenticate Authenticate with QuickBooks using OAuth (local credential mode only). Step 1: Call with no arguments to get the authorization URL. Step 2: After a... query Execute a QuickBooks query using SQL-like syntax. Supports querying any entity type (Customer, Vendor, Invoice, Bill, Account, Item, Department, et... 2/5 query_account_transactions Query all transactions affecting a specific account. Searches across JournalEntry, Purchase, Deposit, SalesReceipt, Bill, Invoice, and Payment. Ret... create_bill Create a vendor bill. Accepts vendor/account/department names (will lookup IDs automatically). Note: DepartmentRef is header-level only — for multi... 2/5 create_customer Create a customer or sub-customer. Accepts name parts, contact info, addresses, and hierarchy settings. Use parent_ref to create sub-customers or j... 2/5 create_expense Create an expense (Purchase). Accepts account/department/vendor names (will lookup IDs automatically). Covers Cash, Check, and Credit Card payment ... 2/5 create_invoice Create an invoice. Accepts item/customer/department names (will lookup IDs automatically). Either customer_name or customer_id is REQUIRED — invoic... 2/5 create_journal_entry Create a journal entry. Accepts account/department names (will lookup IDs automatically). Validates debits=credits before creating. Returns entry d... 2/5 create_sales_receipt Create a sales receipt. Accepts item/customer/department names (will lookup IDs automatically). Lines reference items (products/services) not accou... 2/5 create_vendor_credit Create a vendor credit. Accepts vendor/account/department names (will lookup IDs automatically). Lines represent credit amounts applied to expense ... 2/5 edit_bill Modify an existing bill. Can update vendor, date, due date, memo, and/or lines. For lines: provide line_id to update existing line, omit to add new... 2/5 edit_customer Modify an existing customer. Can update name, contact info, addresses, notes, taxable status, active status, hierarchy (parent/sub-customer), deliv... 2/5 edit_expense Modify an existing expense (Purchase). Can update date, memo, payment account, and/or lines. Note: PaymentType (Cash/Check/CreditCard) cannot be ch... 2/5 edit_invoice Modify an existing invoice. Can update date, due date, memo, customer, department, terms, email, online payment settings, and/or lines. For lines: ... 2/5 edit_journal_entry Modify an existing journal entry. Can update date, memo, doc_number, and/or lines. For lines: provide line_id to update existing line, omit line_id... 2/5 edit_sales_receipt Modify an existing sales receipt. Can update date, memo, deposit account, department, and/or lines. For lines: provide line_id to update existing l... 2/5 edit_vendor_credit Modify an existing vendor credit. Can update vendor, date, memo, ref number, and/or lines. For lines: provide line_id to update existing line, omit... 2/5 create_deposit Create a bank deposit. Accepts account/department/vendor names (will lookup IDs automatically). Lines represent the sources of the deposit — amount... 5/5 edit_deposit Modify an existing deposit. Can update date, memo, deposit account, department, and/or lines. CRITICAL for line changes: The QB Deposit API does NO... 5/5 The Quickbooks MCP server exposes 34 tools across 4 categories: Read, Write, Destructive, Financial.
Use Intercept, the open-source MCP proxy. Write YAML rules for each tool — rate limits, argument validation, or deny rules — then run Intercept in front of the Quickbooks server.
Quickbooks tools are categorised as Read (17), Write (14), Destructive (1), Financial (2). Each category has a recommended default policy.
Open source. One binary. Zero dependencies.
npx -y @policylayer/intercept