Connect your AI Agents to QuickBooks Online in minutes
Available tools
query_accounts
Query Chart of Accounts using SQL-like syntax with filters for account type and active status. Parameters: query (SQL filter), max_results (1-1000), start_position, account_type, active_only. Supports pagination.
get_account
Retrieve comprehensive account details by ID including name, type, sub-type, classification, current balance, parent account, and account number.
create_account
Create Chart of Accounts entry. Specify name, account type (Bank, Other Current Asset, Fixed Asset, etc.), account sub-type, and optional description, account number, or parent account for hierarchy.
update_account
Update account with new name, description, account number, or active status. Uses optimistic locking with sync_token. Cannot change account type.
query_bills
Query bills using SQL-like syntax with filters for vendor, date range, and payment status. Parameters: query (SQL filter), max_results (1-1000), start_position, vendor_id, status (Payable/Paid), start_date, end_date. Supports pagination.
get_bill
Retrieve comprehensive bill details by ID including vendor info, line items with account/item details, amounts, due date, and balance information.
create_bill
Create bill record for vendor with line items for expenses or items. Specify vendor, transaction date, line items with account or item details, and optional due date.
update_bill
Update bill with new vendor, line items, dates, or amounts. Uses optimistic locking with sync_token.
void_bill
Delete bill by ID permanently. Uses optimistic locking with sync_token. Note: QuickBooks uses 'delete' operation for bills, not 'void'.
delete_bill
Delete bill by ID permanently. Uses optimistic locking with sync_token.
query_customers
Query customers using SQL-like syntax with filters for name, status, and balance. Parameters: query (SQL filter), max_results, start_position, active_only. Supports pagination.
get_customer
Retrieve comprehensive customer details by ID including contact info, billing and shipping addresses, payment terms, balance info, tax settings, and metadata. Parameters: customer_id (required string). Essential for customer management, invoice creation, and reporting. Requires OAuth 2.0 with accounting scope.
How to set up Merge Agent Handler
In an mcp.json file, add the configuration below, and restart Cursor.
Learn more in the official documentation ↗
1{
2 "mcpServers": {
3 "agent-handler": {
4 "url": "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
5 "headers": {
6 "Authorization": "Bearer yMt*****"
7 }
8 }
9 }
10}
11Open your Claude Desktop configuration file and add the server configuration below. You'll also need to restart the application for the changes to take effect.
Make sure Claude is using the Node v20+.
Learn more in the official documentation ↗
1{
2 "mcpServers": {
3 "agent-handler": {
4 "command": "npx",
5 "args": [
6 "-y",
7 "mcp-remote@latest",
8 "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
9 "--header",
10 "Authorization: Bearer ${AUTH_TOKEN}"
11 ],
12 "env": {
13 "AUTH_TOKEN": "yMt*****"
14 }
15 }
16 }
17}Open your Windsurf MCP configuration file and add the server configuration below.
Click on the refresh button in the top right of the Manage MCP server page or in the top right of the chat box in the box icon.
Learn more in the official documentation ↗
1{
2 "mcpServers": {
3 "agent-handler": {
4 "command": "npx",
5 "args": [
6 "-y",
7 "mcp-remote@latest",
8 "https://ah-api.merge.dev/api/v1/tool-packs/<tool-pack-id>/registered-users/<registered-user-id>/mcp",
9 "--header",
10 "Authorization: Bearer ${AUTH_TOKEN}"
11 ],
12 "env": {
13 "AUTH_TOKEN": "<ah-production-access-key>"
14 }
15 }
16 }
17 }In Command Palette (Cmd+Shift+P on macOS, Ctrl+Shift+P on Windows), run "MCP: Open User Configuration".
You can then add the configuration below and press "start" right under servers. Enter the auth token when prompted.
Learn more in the official documentation ↗
1{
2 "inputs": [
3 {
4 "type": "promptString",
5 "id": "agent-handler-auth",
6 "description": "Agent Handler AUTH_TOKEN", // "yMt*****" when prompt
7 "password": true
8 }
9 ],
10 "servers": {
11 "agent-handler": {
12 "type": "stdio",
13 "command": "npx",
14 "args": [
15 "-y",
16 "mcp-remote@latest",
17 "https://ah-api-develop.merge.dev/api/v1/tool-packs/{TOOL_PACK_ID}/registered-users/{REGISTERED_USER_ID}/mcp",
18 "--header",
19 "Authorization: Bearer ${input:agent-handler-auth}"
20 ]
21 }
22 }
23}FAQs on using Merge's QuickBooks Online MCP server
FAQs on using Merge's QuickBooks Online MCP server
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