QuickBooks Online AP and Expenses MCP server ​

The QuickBooks Online AP and Expenses MCP server enables LLMs to work with QuickBooks Online expense workflows through natural conversation. This MCP server supports accounts payable and expense workflows. It helps you track spending, analyze how money flows, and record transactions with accurate classification. It provides tools to list expenses, retrieve expense details, and record new expenses without interacting directly with the QuickBooks Online interface.

Uses ​

Use the QuickBooks Online AP and Expenses MCP server to perform the following actions:

• List expense transactions with optional filters such as date range and account
• Retrieve detailed information for a specific expense transaction
• Record a new expense transaction using vendor and account references
• Search for vendors by name or partial identifier
• Retrieve full details for a specific vendor
• Search for accounts (categories) by name or partial identifier
• Retrieve full details for a specific account

Example prompts ​

Use the following example prompts to invoke QuickBooks Online AP and Expenses MCP server tools:

• Show me all expenses from the past 30 days.
• List expenses charged to the Travel account this quarter.
• Get the details for this expense transaction.
• Record a $250 expense from Office Depot for office supplies.
• Find the vendor record for Staples.
• Look up the Office Supplies account before I log this expense.
• Get the full details for this vendor.
• Retrieve the details for this account category.

QuickBooks Online AP and Expenses MCP server tools ​

The QuickBooks Online AP and Expenses MCP server provides the following tools:

Install the QuickBooks Online AP and Expenses MCP server ​

Complete the following steps to install a prebuilt MCP server to your project:

QuickBooks Online connection setup ​

How to use QuickBooks Online AP and Expenses MCP server tools ​

Refer to the following sections for detailed information on available tools:

list_expenses tool ​

The list_expenses tool retrieves a list of expense transactions with optional filters, such as date range and account. Your LLM uses this tool to view, list, or review expenses, including requests for recent expenses or expenses within a specific date range.

Try asking:

• Show me all expenses from the past 30 days.
• List expenses charged to the Travel account this quarter.
• What have we spent in the last week?
• Show me all expenses from last month.

get_expense tool ​

The get_expense tool retrieves detailed information for an expense transaction you specify. Your LLM uses this tool to retrieve details for a expense.

Try asking:

• Get the details for this expense transaction.
• Show me the full breakdown for this expense.
• What vendor and account is this expense recorded under?
• Pull up the details for the expense I logged yesterday.

record_expense tool ​

The record_expense tool creates a new expense transaction using vendor and account references. Your LLM resolves these references and prompts for any missing details before it records the expense.

Try asking:

• Record a $250 expense from Office Depot for office supplies.
• Log a travel expense from last week.
• Record a software subscription charge under the Software account.
• Add this receipt as an expense transaction.

search_vendors tool ​

The search_vendors tool searches for vendors using a name or partial identifier. Your LLM uses this tool to find a vendor reference for an expense workflow when you provide a name or partial identifier.

Try asking:

• Find the vendor record for Staples.
• Search for a vendor named Office Depot.
• Look up this vendor before I record the expense.
• Find all vendors matching this partial name.

get_vendor tool ​

The get_vendor tool retrieves full details for a vendor you specify. Your LLM uses this tool to search by vendor ID to obtain complete vendor details for an expense workflow.

Try asking:

• Get the full details for this vendor.
• Show me all information for this vendor record.
• Retrieve the payment details for this vendor.
• Pull up the full profile for this vendor.

search_accounts tool ​

The search_accounts tool searches for accounts or categories using a name or partial identifier. Your LLM uses this tool to provide an account or category reference for expense classification.

Try asking:

• Look up the Office Supplies account before I log this expense.
• Search for the Travel and Entertainment account.
• Find the right expense category for this transaction.
• What accounts are available for classifying this expense?

get_account tool ​

The get_account tool retrieves full details for an account you specify. Your LLM uses this tool to search by account ID to obtain complete account details for expense classification.

Try asking:

• Retrieve the details for this account category.
• Show me the full details for the Travel account.
• Get the account information before I classify this expense.
• Pull up the details for this expense account.

Getting started ​

View and manage your MCP server tools in the Overview page Tools section. Tool management provides the following capabilities:

• Start tools
• Remove tools
• Edit tools
• Add tools
• Edit your LLM-facing MCP server description