QuickBooks MCP
Get your AI data analyst for QuickBooks financial analysis with the Coupler.io MCP server. Ask AI to examine cash flow, track expenses, and generate financial insights through natural language conversations.
Why to use the QuickBooks MCP
Use case 1
Examine profit margins by asking AI to analyze revenue by customer, product categories, and time periods to identify your most profitable business segments.
Use case 2
Track outstanding payments by requesting AI to analyze accounts receivable aging, identify slow-paying customers, and calculate days sales outstanding for better cash management.
Use case 3
Monitor expense trends by having AI categorize spending patterns, compare budget versus actual costs, and highlight unusual expenditures across different departments or projects.
Use case 4
Generate financial reports by asking AI to create profit and loss summaries, balance sheet analysis, and cash flow projections for stakeholder meetings.
What data you can get with the QuickBooks MCP
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Accounting & Financials (e.g., Invoices, Payments, Bills, Credit Memos, Journal Entries, Sales Receipts, Refund Receipts, Deposits, Transfers)
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Contacts & Users (e.g., Customers, Vendors, Employees)
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Inventory & Items (e.g., Items)
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Tax & Currency (e.g., Tax Rates, Tax Codes, Tax Agencies)
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Time & Projects (e.g., Time Activities, Classes, Departments)
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Setup & Configuration (e.g., Accounts, Terms, Payment Methods)
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Reports (e.g., Profit and Loss, Balance Sheet, Cash Flow, Accounts Receivable, Accounts Payable, Sales Reports, Budget Reports)
How does MCP work?
Step #1
Set up a data flow in Coupler.io by connecting your QuickBooks.
Step #2
Proceed to the MCP Server page in Coupler.io and follow the instructions there
Step #3
Ask AI about your QuickBooks - get insights, reports, trends, or charts just by typing your question.
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