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Hardware Technician

Intuit QuickBooks Online MCP Server

Introducing Our First Gen MCP Server for Intuit QuickBooks Online

At Tech Centre, we believe business software should work for you - not slow you down with logins, exports, or guesswork.  That’s why we’ve built a powerful new Model Context Protocol (MCP) server for Intuit QuickBooks Online - giving AI agents, automation platforms, and internal systems secure, structured, and context-rich access to your company’s real-time financial data.


Link to request joining the MSP MCP Beta Program near the bottom of this page.

Why It Matters

Your finance data is a goldmine - but only if it’s accessible, understandable, and up-to-date. Our MCP server turns QBO into a live, intelligent data source, powering automation, reporting, and decisions in real time.  No more waiting on reports. No more spreadsheet wrangling. No more “I’ll check QuickBooks and get back to you."  

 

Your systems - and your people - now speak fluent finance.

What This Means

Our MCP server acts as a live gateway to your QBO environment. It enables intelligent systems - from custom dashboards to AI agents - to:

  • Query open invoices, payments, customer data, and GL entries

  • Pull transaction histories for clients, vendors, or internal accounts

  • Analyze cash flow, revenue trends, and expense categories

  • Post journal entries, create invoices, and track payments (read/write enabled if permissioned)

  • All with audit-ready transparency, granular permissions, and no human error.

Actual Use Cases:

1. AI Assistant That Answers “What’s Our Cash Flow This Week?”

An AI agent uses our MCP server and:

  • Pulls bank account balances,

  • Calculates expected receivables and due payables this week,

  • Returns a real-time projected cash flow snapshot.

Impact:
No waiting on finance. Instant answers for decision-makers.

2. Audit-Ready Vendor Payment Reconciliation

MCP allows your AI to scan vendor bills and payment history:

  • Detects duplicates, missing POs, or overpayments,

  • Flags anomalies (e.g. same vendor billed twice in same week),

  • Summarizes findings in a CFO-ready report.

Impact:
Better oversight. Reduced fraud or overbilling risk.

3. Project-Level Profitability Tracking in Real Time

For each project:

  • MCP allows AI to pull relevant invoices, time entries, and expenses from QBO,

  • Maps it to the your software project ID,

  • Calculates actual margin, cost, and revenue live.

Impact:
Know exactly which clients and projects are profitable - and which aren’t.

4. Automated Invoice Follow-Up with Intelligent Email Drafts

The MCP server allows your AI to pull all overdue invoices and:

  • Gathers contact info for the responsible customer,

  • Merges details into a branded reminder email,

  • Uses AI to write a polite but firm follow-up that is aware of the historical context.

Impact:
Faster collections, less admin labor, no more dropped follow-ups.

Are you an MSP looking for an AI solution for your N-able Cove Data Protection? 
Request to join our Free MCP Beta Program with button below:

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