Use QuickBooks from Claude
Add the QuickBooks connection to a Space that runs Claude, then use it from every channel in that Space.
ConnectorQuickBooks
QuickBooks integration for Claude and Codex
Create a QuickBooks connection, then control which Spaces can use its approved tools and data without pasting credentials into prompts or threads.
Use QuickBooks from Codex
Add the QuickBooks connection to a Space that runs Codex, then use it from every channel in that Space.
Use QuickBooks from Sidekick
Connect your own OpenClaw to Sidekick while Type provides the conversations, permissions, connections, skills, and automations.
Finance & Accounting
What the QuickBooks connector can do
Quickbooks is a cloud-based accounting software that helps you manage your finances, track your income and expenses, and get insights into your business
One connection, many Spaces
Connect QuickBooks once, then decide which Spaces can use it in threads, skills, automations, and coding work.
Representative actions
- Capture Charge
Tool to capture funds for an existing charge that was authorized but not captured. Use when you need to complete a previously authorized payment transaction in QuickBooks Payments API. This action finalizes the charge and transfers the funds from the customer's payment method.
- Create Account
Create a new account in QuickBooks with the given parameters.
- Create Bank Account
Create a new bank account on file for a customer in QuickBooks Payments API. Use this when you need to add ACH/eCheck payment capabilities for a customer.
- Create Bill
Create a new bill in QuickBooks Online. A Bill is an AP transaction representing a request-for-payment from a third party for goods or services. Use this action when recording vendor bills for purchases, expenses, or services received.
- Create Bill Payment
Create a bill payment in QuickBooks to record payment against one or more bills. Use when paying vendor bills via check or credit card.
Connection
API and auth details
QuickBooks Online APIs provide OAuth-secured accounting workflows for customers, vendors, invoices, bills, payments, accounts, journal entries, reports, items, tax codes, deposits, purchases, and company information. Integrations can synchronize finance data and automate bookkeeping across Intuit realms.
- Source
- Type catalog metadata
- Auth schemes
- OAuth
- Auth docs
- https://developer.intuit.com/app/developer/qbo/docs/develop/authentication-and-authorization
- Official site
- https://quickbooks.intuit.com/
FAQ
Questions people ask before connecting QuickBooks
Can Claude use QuickBooks?
Yes. Add a QuickBooks connection to a Space that runs Claude, then use its approved tools and data from any channel in that Space.
Can Codex work with QuickBooks through Type?
Yes. Add a QuickBooks connection to a Space that runs Codex, then use its approved tools and data from any channel in that Space.
Is this the same as a QuickBooks MCP server?
Not exactly. Type uses connectors and connections to give selected Spaces access to approved app tools and data. Some connectors use hosted MCP, while others use OAuth, API keys, service accounts, or custom APIs.
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