Learn how to use Klavis to connect your AI application to QuickBooks MCP Server
Tools Information
Tool Name | Description |
---|---|
Account Management | |
create_account | Create a new account in QuickBooks |
get_account | Get a specific account by ID from QuickBooks |
list_accounts | List all chart of accounts from QuickBooks |
update_account | Update an existing account in QuickBooks |
search_accounts | Advanced Account Search with powerful filters including name, type, classification, status, and other criteria |
Invoice Management | |
create_invoice | Create a new invoice in QuickBooks. Requires CustomerRef and at least one valid line |
get_invoice | Retrieve a specific invoice by ID with all its details including line items, amounts, and status |
list_invoices | Retrieve all invoices from QuickBooks with pagination support |
search_invoices | Advanced Invoice Search with powerful filters including dates, amounts, addresses, customer info, and status |
update_invoice | Modify an existing invoice in QuickBooks with automatic sync token handling |
delete_invoice | Permanently delete an invoice from QuickBooks (use with caution) |
send_invoice | Send an invoice to customer via email with delivery tracking |
void_invoice | Void an existing invoice while keeping the record for audit trail |
Customer Management | |
create_customer | Create a new customer in QuickBooks |
get_customer | Get a specific customer by ID from QuickBooks |
list_customers | List all customers from QuickBooks |
update_customer | Update an existing customer in QuickBooks |
search_customers | Advanced Customer Search with powerful filters including name, contact info, address, balance, and status |
activate_customer | Activate a customer in QuickBooks (set Active to true) |
deactivate_customer | Deactivate a customer from QuickBooks (set Active to false) |
Payment Management | |
create_payment | Create a new payment in QuickBooks. Can be applied to specific invoices or created as unapplied credit |
get_payment | Retrieve a specific payment by ID with all its details and linked transactions |
list_payments | Retrieve all payments from QuickBooks with pagination support |
search_payments | Advanced Payment Search with powerful filters including dates, amounts, customer info, and status |
update_payment | Modify an existing payment in QuickBooks with automatic sync token handling |
delete_payment | Permanently delete a payment from QuickBooks (use with caution) |
send_payment | Send a payment receipt to customer via email |
void_payment | Void an existing payment while keeping the record for audit trail |
Vendor Management | |
create_vendor | Create a new vendor in QuickBooks. Requires DisplayName or name components |
get_vendor | Get a specific vendor by ID from QuickBooks |
list_vendors | List all vendors from QuickBooks |
search_vendors | Search vendors with various filters including name, company, contact info, and status |
update_vendor | Update an existing vendor in QuickBooks |
activate_vendor | Activate a vendor in QuickBooks (set Active to true) |
deactivate_vendor | Deactivate a vendor from QuickBooks (set Active to false) |