Scottcjn

Qb Auto — Development skill for Claude Code

Development community

QuickBooks Online MCP server for Claude Code — 8 automation tools replacing 50K-token snapshots with ~200-token targeted extraction.

How to install Qb Auto

This entry records only its repository, not the path inside it, so there is no exact command to give. Open Scottcjn/qb-auto and copy the folder into ~/.claude/skills/, or the file into ~/.claude/agents/.

What Qb Auto does

QuickBooks Online MCP server for Claude Code — 8 automation tools replacing 50K-token snapshots with ~200-token targeted extraction.

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README

[![BCOS Certified](https://img.shields.io/badge/BCOS-Certified-brightgreen?style=flat)](BCOS.md)

qb-auto — QuickBooks MCP Server

MCP (Model Context Protocol) server that gives Claude Code native tools for QuickBooks Online automation.

Replaces 50K-token `browser_snapshot` round-trips with targeted DOM extraction (~200-500 tokens) and compound Playwright actions that complete entire workflows in one tool call.

Tools

Tool	Description
`qb_page_state`	Check current page/dialog state (~50 tokens)
`qb_list_invoices`	List all visible invoices with optional customer filter
`qb_invoice_state`	Inspect an open invoice form (line items, totals)
`qb_receive_payment`	Record a payment (navigate → fill → save → confirm)
`qb_create_invoice`	Create a new invoice with line items
`qb_delete_line_item`	Delete a line from an existing invoice
`qb_edit_payment_amount`	Edit an existing payment amount
`qb_batch_receive_payments`	Record multiple payments in sequence
`qb_report`	Run any QBO report (30+ report types) with date range options
`qb_report_pnl`	Profit & Loss (income statement)
`qb_report_balance_sheet`	Balance Sheet (assets, liabilities, equity)
`qb_report_ar_aging`	A/R Aging Summary (who owes, how overdue)
`qb_report_customer_balance`	Customer Balance Summary
`qb_report_open_invoices`	Open (unpaid) Invoices
`qb_report_vendor_balance`	Vendor Balance Summary