Qb Auto

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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

Token Savings

Workflow	Before (snapshots)	After (MCP)	Savings
Receive Payment	~290K tokens	~13K tokens	95%
Create Invoice	~350K tokens	~18K tokens	95%
Full session (5 ops)	~500K tokens	~45K tokens	91%

Setup

Prerequisites

• Python 3.10+
• mcp and playwright packages
• Chrome running with remote debugging: google-chrome --remote-debugging-port=9222