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QuickBooks MCP Integration for CrewAI

Connect QuickBooks to CrewAI through the local KosmoKrator MCP gateway with scoped tools, credentials, and write policy.

7 functions 6 read 1 write Manual OAuth token auth
Submit QuickBooks feedback View package source

Connect QuickBooks to CrewAI

Expose KosmoKrator integrations to CrewAI workers as scoped local tools.

Wrap kosmo integrations:call for specific tasks or connect workers to a local MCP gateway. The gateway is local, scoped to this integration, and starts with --write=deny so CrewAI can inspect read-capable tools without receiving write access by default.

QuickBooks MCP Config for CrewAI

Use per-worker integration scopes to avoid giving every worker every tool.

{
  "mcpServers": {
    "kosmokrator-quickbooks": {
      "type": "stdio",
      "command": "kosmo",
      "args": [
        "mcp:serve",
        "--integration=quickbooks",
        "--write=deny"
      ]
    }
  }
}

Run the Gateway Manually

kosmokrator mcp:serve --integration=quickbooks --write=deny

Why Use KosmoKrator Here

Scoped tools

Expose only QuickBooks instead of a broad multi-service tool list.

Local credentials

Reuse credentials already configured for the KosmoKrator CLI and Lua runtime.

Write policy

Start read-only, then opt into ask or allow for trusted workspaces.

QuickBooks Tools Visible to CrewAI

CrewAI sees stable MCP tool names generated from the QuickBooks integration catalog.

MCP toolSource functionTypeDescription
integration__quickbooks__quickbooks_list_invoices quickbooks.quickbooks_list_invoices Read List QuickBooks invoices. Returns a list of invoices with key fields. Use the limit parameter to control page size.
integration__quickbooks__quickbooks_get_invoice quickbooks.quickbooks_get_invoice Read Retrieve a QuickBooks invoice by ID. Returns full invoice details including line items, totals, balance, and status.
integration__quickbooks__quickbooks_create_invoice quickbooks.quickbooks_create_invoice Write Create a new QuickBooks invoice for a customer. Provide customer_id, line_items (array of items with DetailType, Amount, and SalesItemLineDetail), and an optional due_date.
integration__quickbooks__quickbooks_list_customers quickbooks.quickbooks_list_customers Read List QuickBooks customers. Returns a list of customers with key fields. Use the limit parameter to control page size.
integration__quickbooks__quickbooks_get_customer quickbooks.quickbooks_get_customer Read Retrieve a QuickBooks customer by ID. Returns full customer details including name, email, phone, and balance.
integration__quickbooks__quickbooks_list_accounts quickbooks.quickbooks_list_accounts Read List QuickBooks accounts (chart of accounts). Returns a list of accounts with name, type, classification, and balance. Use the limit parameter to control page size.
integration__quickbooks__quickbooks_get_current_user quickbooks.quickbooks_get_current_user Read Get the current user / company info from QuickBooks. Use this to verify the API connection is working.

Related QuickBooks Pages

QuickBooks CLIUse direct JSON commands instead of MCP discovery. QuickBooks MCPFull gateway reference and MCP tool names. KosmoKrator for CrewAIClient-level gateway setup.