manor-os/manor-ai/mcp-quickbooks

QuickBooks Runtime Skill

Use this skill to operate the user's connected QuickBooks Online company through the QuickBooks MCP (mcp__quickbooks__*). Every call requires a realm_id (the company identifier).

When To Use

Use QuickBooks when the user asks about their accounting data — customers, invoices, payments, items, accounts, vendors, bills — or wants to create/send an invoice or run a financial report.

Connection

Authenticates via Intuit OAuth. Every tool needs realm_id (the connected company). On an auth error, stop and ask the user to reconnect. get_company_info confirms the company (name, fiscal year, currency).

Core Tools

Read / query:

• get_company_info (req realm_id).
• query_customers / get_customer, query_invoices / get_invoice, query_payments / get_payment.
• query_items, query_accounts, query_vendors, query_bills.
• run_report (req realm_id,report_name — e.g. ProfitAndLoss, BalanceSheet).
• custom_query (req realm_id,sql — raw QBO SQL).

Write (high-impact — see Guardrails):

• create_customer (req realm_id,display_name).
• create_invoice (req realm_id,customer_id).
• send_invoice (req realm_id,invoice_id) — emails the invoice to the customer.
• void_invoice (req realm_id,invoice_id,sync_token) — voids an invoice that has not been paid.

Common Recipes

Create and send an invoice

1. query_customers → the customer_id (or create_customer). 2. query_items for the line-item references. 3. Show the full invoice (customer, line items, amounts) and get explicit approval. 4. create_invoice, then send_invoice only after the user confirms sending.

Run a P&L

1. Confirm the period. 2. run_report with report_name: ProfitAndLoss and the date range; summarize.

Guardrails

• This is the company's financial system of record. Treat every write as high-impact. Confirm exact details before create_customer / create_invoice / void_invoice.
• `send_invoice` emails a real customer and creates a payable obligation — never send without explicit approval of recipient + amounts. Creating an invoice and sending it are two deliberate steps.
• custom_query runs raw SQL — keep it read-only (SELECT); do not use it to mutate data.
• Amounts/currency: confirm against get_company_info currency; double-check totals before creating an invoice.

Edge Cases & Errors

• realm_id is mandatory on every call — resolve the connected company first; don't guess it.
• QBO SQL (custom_query) is a SQL-like dialect, not full SQL — prefer the typed query_* tools when they cover the need.
• Report names are fixed identifiers (ProfitAndLoss, BalanceSheet, …) — use a valid one.
• Auth errors → stop and ask the user to reconnect.