QuickBooks MCP Connector

Ask Claude, ChatGPT or Gemini about your QuickBooks data.

A QuickBooks MCP server, also called a QuickBooks MCP connector, connects AI assistants like Claude, ChatGPT, and Gemini to your QuickBooks Online data, so you can ask questions in plain English and get answers from real records. Kipper is a hosted QuickBooks MCP connector built for finance teams: no code, no OAuth app registration, and read-only by architecture. Connect once, then ask about invoices, payments, AR aging, vendor bills or purchase orders.

Talk to Sales
read-only audit-logged encrypted ~5s answers
Which customers have overdue balances over $5,000?
Kipper
Kipper via MCP · Claude

3 customers with balances over $5,000 past due:

Riverstone Media $8,400 47 days
Northwind Traders $6,800 22 days
Summit Partners $5,250 11 days
Total overdue over $5k: $20,450

QuickBooks · read-only · answered in ~5s

~5 sec

Response time

Read-only

By design

Encrypted

In transit & at rest

12+ years

Finance integration experience

See it work

Ask QuickBooks from Claude, ChatGPT or Gemini.

A replay of real Kipper answers over MCP. Click it to open the live demo and ask it yourself — it runs against a sample company, never your own books.

Kipper
Question:

Show me the cash flow statement for last month

Answer:
  • Kipper is opening your QuickBooks books…
  • Finding last month's date range…
  • Pulling every transaction that moved cash…
  • Sorting them into operating, investing and financing…
  • Adding up each section…
  • Laying out the statement…

Here is the cash flow statement for last month, from QuickBooks.

Cash flow statement · last month · QuickBooks
Last month
Operating activities$1,575.15
Investing activities-$13,495.00
Financing activities$10,662.50
Net change in cash-$1,257.35
Question:

Which customers are more than 30 days overdue?

Answer:
  • Handing this to Kipper…
  • Gathering every open invoice…
  • Netting off the payments already received…
  • Working out how old each balance is…
  • Keeping the ones past 30 days…
  • Sorting them oldest first…

Four customers are past 30 days, $57,600 in total.

CustomerOverdueDays
Pinnacle Industries$24,60073
Hartley Corp$18,20052
Crestview Partners$9,80041
Acme Corp$5,00033
Question:

What do we still owe Northwind Traders?

Answer:
  • Kipper is reading your QuickBooks data…
  • Finding Northwind Traders on your vendor list…
  • Pulling the bills raised against them…
  • Taking off what has already been paid…
  • Adding up the balance still open…
  • Checking the due dates…

Northwind Traders has 3 unpaid bills totalling $18,420.

BillAmountDue
BILL-2041$9,120Sep 30
BILL-2077$6,300Oct 14
BILL-2090$3,000Oct 28
Question:

How much did we collect this month versus last month?

Answer:
  • Passing the question to Kipper…
  • Marking out this month and last…
  • Pulling the payments recorded in each…
  • Adding up the two periods…
  • Comparing one against the other…
  • Writing up the difference…

Collections are up $12,180 on last month.

PeriodPayments received
This month$84,310
Last month$72,130
Change+$12,180
Question:

Who are our biggest outstanding balances right now?

Answer:
  • Kipper is picking this up…
  • Collecting open invoices customer by customer…
  • Taking off payments and credit memos…
  • Rolling each customer up to one balance…
  • Ranking them largest first…
  • Taking the top of the list…

Top three open balances, $96,300 between them.

CustomerOpen balance
Northwind Traders$42,800
Atlas Manufacturing$31,400
Beacon Digital$22,100
Question:

How many of SKU-9032 do we have on hand?

Answer:
  • Kipper is going into QuickBooks…
  • Finding SKU-9032 in your item list…
  • Reading the stock held against it…
  • Counting it up by location…
  • Adding the locations together…
  • Double-checking the count…

488 units of SKU-9032 are on hand, across two locations.

Question:

Did Acme Corp pay invoice INV-2214?

Answer:
  • Asking Kipper…
  • Pulling up invoice INV-2214…
  • Reading what it was issued for…
  • Looking for payments applied to it…
  • Checking the dates it was due…
  • Settling the answer…

Not yet. INV-2214 is $5,000, issued Aug 18, due Sep 17 — no payment recorded against it.

Question:

What's on purchase order PO-1184?

Answer:
  • Kipper is opening your QuickBooks books…
  • Pulling up purchase order PO-1184…
  • Reading down its line items…
  • Checking who it was raised with…
  • Adding up the order…
  • Checking whether it is still open…

PO-1184 is open with Northwind Traders, $14,250 across three lines.

LineQtyAmount
SKU-9032 Bracket300$7,500
SKU-4417 Housing150$4,875
SKU-2208 Fastener500$1,875
Question:

What did we spend by class last quarter?

Answer:
  • Routing this through Kipper…
  • Marking out last quarter…
  • Pulling the expenses booked in it…
  • Reading the class on each one…
  • Grouping them class by class…
  • Totalling each group…

Spend by class for last quarter, $128,400 in total.

Spend by class · last quarter · QuickBooks
ClassSpend
Operations$61,200
Sales$34,700
Warehouse$21,300
Admin$11,200
Question:

What's the balance in our bank accounts?

Answer:
  • Kipper is reading your QuickBooks data…
  • Pulling today's balance sheet…
  • Reading down the account lines…
  • Keeping just the bank accounts…
  • Adding the balances together…
  • Checking it against the statement date…

Three accounts, $214,905 in total as of today.

Bank balances · QuickBooks
AccountBalance
Operating · 4471$162,340
Payroll · 8802$38,115
Reserve · 1190$14,450
Reply to Claude…
Open the live demo

The short answer

Is there an MCP server for QuickBooks?

Yes. There are two main routes. Intuit publishes an official open-source QuickBooks Online MCP server on GitHub, which runs locally on a developer's machine and requires an app on the Intuit Developer Portal, OAuth credentials, and a Node.js build. Hosted options like Kipper skip the setup entirely: you authorize QuickBooks once in a web portal, add one MCP connection to your AI assistant, and every answer is scoped by permissions and logged. Which one fits depends on whether a developer or a finance team is doing the connecting.

The problem

Your AI is smart. It just can't see your books.

Ask Claude, ChatGPT, or Gemini about your finances today and you get one of two things: a guess, or a request to paste in a report. Exports go stale the moment you download them, the AI only sees the slice you pasted, and sensitive numbers end up sitting in a chat history.

The official fix, running an MCP server yourself, means a developer, an OAuth app, and a local process someone has to babysit. Kipper closes the gap with one hosted, read-only connection: your AI sees live QuickBooks data, scoped to exactly what each person is allowed to ask about.

How it works

Connected and running in under an hour.

01

Connect QuickBooks Online

Authorize Kipper from the admin portal. Initial sync ~10 minutes.

02

Set permissions

Full visibility, AR only, or custom scope per user, team, or channel. Sensitive data excluded before the AI sees it.

03

Add the Kipper MCP connector to your AI assistant

One connection in Claude, ChatGPT, or Gemini. No API keys, no redirect URIs, no local server.

04

Ask a question

“What's our total outstanding AR right now?” A real number back in about 5 seconds.

Most teams are live in under an hour. No developer required at any step.

MCP

Be first to connect your AI to QuickBooks.

Join the list and connect Claude, ChatGPT, or Gemini the moment your access is live.

Talk to Sales

Interactive demo

Don't take our word for it. Ask it yourself.

Open the live QuickBooks demo and ask about invoices, AR aging, unpaid bills or payments, answered from sample finance data.

QuickBooks

Interactive · sample QuickBooks data

Example questions

Ask in plain English. Get answers from real records.

"Which customers have overdue balances over $5,000?"

Kipper
Kipper via MCP

Ranked list with amounts, days past due, totals.

"What were our expenses last month by category?"

Kipper
Kipper via MCP

Breakdown across travel, software, payroll, contractors.

"Has Riverstone Media paid their last invoice?"

Kipper
Kipper via MCP

Invoice amount, due date, payment status.

"How do this quarter's expense categories compare to last quarter's?"

Kipper
Kipper via MCP

Side-by-side totals, category by category.

30 more questions you can ask AI about your QuickBooks data

Data available

Your full QuickBooks dataset, queryable in seconds.

Kipper caches your complete QuickBooks Online data and maps it to a unified schema optimized for fast querying. Everything your bookkeeper works with becomes available to your whole team, within the permissions you set.

Customers & Contacts

Full customer records including contact details, payment terms, outstanding balances, and transaction history.

Invoices & Payments

Every invoice, payment, partial payment, and outstanding balance, queryable by customer, date, amount, or status.

Bills & Expenses

Vendor bills, expense records, and accounts payable, visible to finance and ops teams without a QuickBooks login.

Items & Products

Your full product and service catalogue including pricing, descriptions, and sales history per item.

Vendors

Vendor records, payment terms, outstanding bills, and purchase history across your supplier base.

Credit Notes & Refunds

Credit memos, refunds, and adjustments, searchable by customer, period, or amount.

Works with QuickBooks Online over MCP. QuickBooks Desktop is supported in Slack, Teams, and SMS.

From $200/mo, everything included.

10 users and 2,000 questions a month, read-only across your whole team. 14-day free trial, no credit card.

See pricing

Compare

Kipper vs. Intuit's official QuickBooks MCP server vs. building your own.

See all six QuickBooks MCP options compared
Kipper Intuit's official server GitHub ↗ DIY
open-source
Best for Finance teams, no code Developers building AI apps Engineers who want full control
Setup Web portal, under an hour Clone repo, npm build, Intuit developer app, OAuth flow Varies; you own it end to end
Hosting Hosted by Kipper Runs locally on your machine You host it
Write access Impossible by architecture Create, update, and delete tools registered by default (env flags to disable) Depends on implementation
Per-user permissions Yes, enforced at query time No; server-level credentials Build it yourself
Audit trail Every question and answer logged No Build it yourself
Data freshness Webhook sync, typically seconds Live API calls Depends
Works with Claude, ChatGPT, Gemini + Slack, Teams, SMS Any MCP client (local) Any MCP client
Price From $200/mo, 14-day free trial Free (open source) Free + your time

When Intuit's official server is the right choice

You're a developer comfortable with the Intuit Developer Portal and OAuth, you want free and open source, and you're building or testing on your own machine. It's a well-built server with full API coverage (140+ tools across 29 entity types, per Intuit's own README).

When Kipper is the right choice

A finance team, ops team, or business owner wants AI answers from QuickBooks without a developer in the loop, and read-only access, per-user permissions, and an audit trail are requirements rather than nice-to-haves. One caution about the DIY route: a locally run server with full CRUD tools means anyone with the config can create or delete records in your books through an AI conversation.

Skip the developer setup entirely.

See Kipper answer against real QuickBooks data. Hosted, read-only, no OAuth app to register.

Under the hood

Built on a synced copy, not API round-trips.

QuickBooks Online's API is deliberately narrow: no joins, no GROUP BY, one entity per query. Standard reports handle standard questions, but a custom one like "compare this quarter's expense categories to last, by vendor" forces an AI to stitch together multiple API calls and do the math itself, which is where wrong answers creep in.

Kipper answers from a synced, webhook-fresh copy of your QuickBooks data instead. Cross-entity comparisons and breakdowns become single queries against complete records, which is why answers come back in about five seconds, with the actual figures.

Security

Read-only by architecture, not by promise.

  • It cannot write. Kipper connects to QuickBooks read-only. Creating, editing, or deleting records through Kipper is architecturally impossible, no matter what the AI is asked.

  • Permissioned at the source. Admins scope access by user, team, or channel. The scope is enforced when the query runs, regardless of how the question is phrased.

  • Everything is logged. Every question and answer lands in the admin portal audit trail.

  • Encrypted, in transit and at rest. Hosted on AWS in the United States, built by the team behind Breadwinner with 12+ years in finance integrations.

Give your team QuickBooks answers, safely.

Read-only, permissioned, and audit-logged. Start free. No credit card, live in under an hour.

The team

Kipper is new. The team behind it isn't.

Kipper is built by the team behind Breadwinner, with 12+ years connecting finance systems to the tools businesses run on.

12+

years in finance
integrations

Salesforce Partner since 2014

Trusted by teams at

IRIS Software ChowNow Duetto Campaign Monitor Phenom People Veryon UpSellit Blues.io
IRIS Software ChowNow Duetto Campaign Monitor Phenom People Veryon UpSellit Blues.io

Pricing

Simple, usage-based pricing.

$200/month including 10 users and 2,000 questions/month. Additional users $5/month, overage $0.05/question. 14-day free trial, no credit card.

Full pricing
QuickBooks

QuickBooks Online

$200

/ month

  • Includes up to 10 active users
  • $5 / month per additional active user
  • 2,000 questions / month included

14-day free trial, no credit card. Overage $0.05/question. View full pricing →

Explore the integrations

One QuickBooks connection, every assistant.

The same read-only QuickBooks connection powers Kipper everywhere your team already works. Pick where you want to ask.

Get a quote

Connect QuickBooks to Kipper.

Tell us a little about what you need. We'll follow up with pricing and next steps within one business day.

Get a quote

Connect QuickBooks to Kipper.

Tell us a little about what you need. We'll follow up with pricing and next steps within one business day.

FAQ

QuickBooks MCP Connector FAQ

Common questions about connecting AI assistants to QuickBooks through Kipper.

Yes. Intuit offers an official open-source MCP server for developers, and Kipper offers a hosted QuickBooks MCP connector for teams that want a no-code, read-only, permissioned connection to Claude, ChatGPT, or Gemini.
MCP stands for Model Context Protocol (modelcontextprotocol.io), an open standard that lets AI assistants securely connect to external systems like QuickBooks. In accounting, an MCP server is what allows an AI to read your live financial data and answer questions from real records instead of guessing.
Yes. Kipper connects to Claude through MCP, and also to ChatGPT and Gemini. The same QuickBooks connection already powers Kipper's native Slack, Teams, and SMS apps today.
No. Kipper is read-only by architecture. It can query your QuickBooks data but cannot create, edit, or delete any record, and there is no configuration that enables writing.
Yes. Aging buckets, overdue lists ranked by customer, and days-past-due breakdowns are core queries. Because Kipper works from a synced copy of your data rather than one-entity-at-a-time API calls, custom groupings work too.
Both, with a difference in how you reach them. Over the MCP route this page covers, meaning Claude, ChatGPT and Gemini, QuickBooks Online is supported today. QuickBooks Desktop is supported too, but through Slack, Teams, and SMS rather than MCP for now: Kipper pulls changes every 15 minutes by default through the QuickBooks Web Connector (QuickBooks must be running with the company file open on that machine), covering invoices and payments, customer and vendor balances, outstanding and overdue invoices, AR aging, and bill and expense summaries. QuickBooks Online remains the broader of the two.
Kipper keeps a cached copy of your QuickBooks dataset updated by webhooks. When an invoice or payment changes in QuickBooks, the update typically syncs within seconds.
$200/month including 10 users and 2,000 questions/month, with a 14-day free trial and no credit card required.

Ask your AI about your QuickBooks data.

Safely. Read-only. Permissioned. Logged. Live in under an hour.