QuickBooks Online Billing and AR MCP server ​

The QuickBooks Online Billing and AR MCP server enables LLMs to manage QuickBooks Online billing workflows through natural conversation. This MCP server supports accounts receivable workflows so you can track billed amounts, review outstanding invoices, and generate and send invoices. It provides tools to list invoices, retrieve invoice details, and create and send invoices without requiring direct interaction with the QuickBooks Online interface.

Uses ​

Use the QuickBooks Online Billing and AR MCP server to perform the following actions:

• List invoices with optional filters such as date range and customer
• Retrieve detailed information for a specific invoice, including line items, totals, and payment status
• Create a new invoice for an existing customer using specified items and pricing
• Send an existing invoice to the associated customer
• Search for customers by name or partial identifier
• Search for items (products or services) by name or partial identifier
• Retrieve full details for a specific customer
• Retrieve full details for a specific item

Example prompts ​

Use the following example prompts to invoke QuickBooks Online Billing and AR MCP server tools:

• Show me all invoices from the past 30 days.
• List overdue invoices for this customer.
• Get the details for invoice #1042.
• Create an invoice for Acme Corp for 10 hours of consulting.
• Send invoice #1042 to the customer.
• Find the customer record for Riverside Catering.
• Search for the item called Monthly Retainer.
• Get the full details for this customer before I create the invoice.
• Look up this item's pricing before I add it to the invoice.

QuickBooks Online Billing and AR MCP server tools ​

The QuickBooks Online Billing and AR MCP server provides the following tools:

Install the QuickBooks Online Billing and AR MCP server ​

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

QuickBooks Online connection setup ​

How to use QuickBooks Online Billing and AR MCP server tools ​

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

list_invoices tool ​

The list_invoices tool retrieves a list of invoices with optional filters, such as date range and customer. Your LLM uses this tool to view, list, or review invoices, including requests for recent invoices, overdue invoices, or invoices within a specific date range.

Try asking:

• Show me all invoices from the past 30 days.
• List overdue invoices for this customer.
• Show me all open invoices from last quarter.
• Which invoices are still outstanding?

get_invoice tool ​

The get_invoice tool retrieves detailed information for an invoice you specify, including line items, totals, and payment status. Your LLM uses this tool to retrieve the details for an invoice.

Try asking:

• Get the details for invoice #1042.
• Show me the line items and total for this invoice.
• What is the payment status of this invoice?
• Pull up the full details for the invoice I sent last week.

create_invoice tool ​

The create_invoice tool creates a new invoice for an existing customer using items and pricing you specify. Your LLM resolves customer and item references before creating the invoice, and asks for missing required details, such as customer, items, quantities, or pricing.

Try asking:

• Create an invoice for Acme Corp for 10 hours of consulting.
• Generate an invoice for the Monthly Retainer service.
• Bill Riverside Catering for the items from last week's order.
• Create a new invoice for this customer with these line items.

send_invoice tool ​

The send_invoice tool sends an existing invoice to the associated customer. Your LLM uses this tool to send or resend an invoice.

Try asking:

• Send invoice #1042 to the customer.
• Resend the invoice I created for Acme Corp.
• Email this invoice to the customer now.
• Send the outstanding invoice for this account.

search_customers tool ​

The search_customers tool searches for customers using a name or partial identifier. Your LLM uses this tool to retrieve a customer reference for invoice workflows by name or partial identifier.

Try asking:

• Find the customer record for Riverside Catering.
• Search for a customer named Acme.
• Look up this customer before I create their invoice.
• Find all customers matching this partial name.

search_items tool ​

The search_items tool searches for items, such as products or services, using a name or partial identifier. Your LLM uses this tool to find invoices for a product or service name you provide.

Try asking:

• Search for the item called Monthly Retainer.
• Find the consulting hours product in QuickBooks.
• Look up this service item before I add it to the invoice.
• Search for items matching this product name.

get_customer tool ​

The get_customer tool retrieves full details for a customer you specify. Your LLM uses this tool to return a customer ID or complete customer details for invoice workflows.

Try asking:

• Get the full details for this customer before I create the invoice.
• Show me all information for this customer record.
• Retrieve the billing details for this customer.
• Pull up this customer's full profile.

get_item tool ​

The get_item tool retrieves full details for an item you specify, including pricing and description. Your LLM uses this tool to retrieve item details to construct invoice line items.

Try asking:

• Look up this item's pricing before I add it to the invoice.
• Get the full details for this product.
• Show me the description and rate for this service item.
• Retrieve this item's details before I include it on the invoice.

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