القائمة
Comprehensive QuickBooks Online API integration for accounting, invoicing, payments, and financial reporting
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npx skills add https://github.com/johnalbertini14-glitch/openclaw-skills --skill quickbooks-openclawيبقى الأمر في سطر واحد. مرّر أفقيًا لمراجعته كاملًا قبل النسخ.
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| name | quickbooks-openclaw |
| version | 1.0.1 |
| description | Comprehensive QuickBooks Online API integration for accounting, invoicing, payments, and financial reporting |
| author | Armysarge |
| license | MIT |
| tags | ["accounting","quickbooks","invoicing","payments","financial","erp","bookkeeping"] |
| category | Business & Finance |
A complete QuickBooks Online direct API integration skill for OpenClaw providing full access to accounting, invoicing, customer management, inventory, payments, and financial reporting through the Intuit QuickBooks API.
This skill enables OpenClaw to interact with QuickBooks Online for:
QuickBooks Developer Account
App Credentials
http://localhost:3001/callbackNode.js
cd "c:\Users\Shaun\Desktop\Quickbooks skill"
npm install
Required packages:
axios - HTTP client for API requestsexpress - OAuth callback serveropen - Browser automation for OAuthCreate config.json from template:
cp config.json.template config.json
Edit config.json with your QuickBooks app credentials:
{
"client_id": "YOUR_CLIENT_ID_HERE",
"client_secret": "YOUR_CLIENT_SECRET_HERE",
"redirect_uri": "http://localhost:3001/callback",
"api_environment": "sandbox",
"access_token": "",
"refresh_token": "",
"realm_id": "",
"token_expiry": 0
}
For OpenClaw:
Add to your OpenClaw configuration:
{
"skills": {
"quickbooks": {
"path": "~/.openclaw/workspace/skills/Quickbooks-openclaw",
"enabled": true,
"autoStart": true
}
}
}
qb_authenticate tool with your credentials:Use qb_authenticate with client_id and client_secret
config.jsonqb_authenticateInitiate OAuth2 authentication flow.
Parameters:
client_id (required): Your QuickBooks app Client IDclient_secret (required): Your QuickBooks app Client Secretredirect_uri (optional): OAuth redirect URI (default: http://localhost:3001/callback)Example:
{
"client_id": "ABxxxxxxxxxxxxxxxxxxxx",
"client_secret": "xxxxxxxxxxxxxxxxxx"
}
qb_create_customerCreate a new customer.
Parameters:
DisplayName (required): Customer display nameCompanyName: Company nameGivenName: First nameFamilyName: Last namePrimaryEmailAddr: Email address objectPrimaryPhone: Phone number objectBillAddr: Billing address objectShipAddr: Shipping address objectExample:
{
"DisplayName": "Acme Corporation",
"PrimaryEmailAddr": {
"Address": "billing@acme.com"
}
}
qb_get_customerGet customer details by ID.
Parameters:
customer_id (required): Customer IDqb_query_customersQuery customers using SQL syntax.
Parameters:
query: SQL query string (default: "SELECT * FROM Customer")Example:
{
"query": "SELECT * FROM Customer WHERE Active = true"
}
qb_create_invoiceCreate a new invoice.
Parameters:
CustomerRef (required): Customer reference objectLine (required): Array of line itemsTxnDate: Transaction date (YYYY-MM-DD)DueDate: Due date (YYYY-MM-DD)CustomerMemo: Message to customerBillEmail: Email address for invoiceExample:
{
"CustomerRef": { "value": "123" },
"Line": [{
"Amount": 500.00,
"DetailType": "SalesItemLineDetail",
"SalesItemLineDetail": {
"ItemRef": { "value": "1" },
"Qty": 10,
"UnitPrice": 50.00
}
}],
"DueDate": "2026-03-15"
}
qb_get_invoiceGet invoice by ID.
Parameters:
invoice_id (required): Invoice IDqb_send_invoiceSend invoice via email.
Parameters:
invoice_id (required): Invoice IDemail (required): Recipient email addressqb_query_invoicesQuery invoices using SQL syntax.
Parameters:
query: SQL query stringExample:
{
"query": "SELECT * FROM Invoice WHERE Balance > 0"
}
qb_create_itemCreate a new product or service item.
Parameters:
Name (required): Item nameType (required): Item type (Service, Inventory, NonInventory)Description: Item descriptionUnitPrice: Sales priceIncomeAccountRef: Income account referenceExpenseAccountRef: Expense account reference (for inventory)QtyOnHand: Quantity on hand (for inventory)Example:
{
"Name": "Consulting Services",
"Type": "Service",
"UnitPrice": 150.00,
"IncomeAccountRef": { "value": "79" }
}
qb_get_itemGet item by ID.
Parameters:
item_id (required): Item IDqb_query_itemsQuery items using SQL syntax.
Parameters:
query: SQL query stringqb_create_paymentRecord a payment received.
Parameters:
CustomerRef (required): Customer referenceTotalAmt (required): Total payment amountTxnDate: Transaction dateLine: Array of payment line items linking to invoicesPaymentMethodRef: Payment method referenceExample:
{
"CustomerRef": { "value": "123" },
"TotalAmt": 500.00,
"Line": [{
"Amount": 500.00,
"LinkedTxn": [{
"TxnId": "456",
"TxnType": "Invoice"
}]
}]
}
qb_query_paymentsQuery payments using SQL syntax.
qb_get_profit_lossGenerate Profit & Loss report.
Parameters:
start_date (required): Start date (YYYY-MM-DD)end_date (required): End date (YYYY-MM-DD)Example:
{
"start_date": "2026-01-01",
"end_date": "2026-01-31"
}
qb_get_balance_sheetGenerate Balance Sheet report.
Parameters:
date (required): Report date (YYYY-MM-DD)qb_get_cash_flowGenerate Cash Flow report.
Parameters:
start_date (required): Start dateend_date (required): End dateqb_get_aged_receivablesGenerate Aged Receivables (A/R Aging) report.
Parameters: None
qb_get_aged_payablesGenerate Aged Payables (A/P Aging) report.
Parameters: None
qb_create_vendorCreate a new vendor.
Parameters:
DisplayName (required): Vendor display nameCompanyName: Company namePrimaryEmailAddr: Email address objectPrimaryPhone: Phone number objectqb_create_billCreate a bill for a vendor.
Parameters:
VendorRef (required): Vendor referenceLine (required): Array of bill line itemsTxnDate: Transaction dateDueDate: Due dateqb_query_vendorsQuery vendors using SQL syntax.
qb_create_estimateCreate a new estimate/quote.
Parameters:
CustomerRef (required): Customer referenceLine (required): Array of line itemsTxnDate: Transaction dateExpirationDate: Expiration dateqb_query_estimatesQuery estimates using SQL syntax.
qb_create_purchase_orderCreate a purchase order.
Parameters:
VendorRef (required): Vendor referenceLine (required): Array of PO line itemsqb_create_sales_receiptCreate a sales receipt (cash sale).
Parameters:
CustomerRef (required): Customer referenceLine (required): Array of line itemsTxnDate: Transaction dateqb_query_accountsQuery chart of accounts.
Parameters:
query: SQL query stringExample:
{
"query": "SELECT * FROM Account WHERE AccountType = 'Income'"
}
qb_get_company_infoGet company information.
Parameters: None
qb_queryExecute any SQL query against QuickBooks entities.
Parameters:
query (required): SQL query stringExample:
{
"query": "SELECT * FROM Customer WHERE Balance > 100 ORDER BY DisplayName"
}
Supported Entities: Account, Bill, BillPayment, Class, CreditMemo, Customer, Department, Deposit, Employee, Estimate, Invoice, Item, JournalEntry, Payment, PaymentMethod, Purchase, PurchaseOrder, RefundReceipt, SalesReceipt, TaxCode, TaxRate, Term, TimeActivity, Transfer, Vendor, VendorCredit
qb_batchExecute multiple operations in a single batch request.
Parameters:
operations (required): Array of batch operationsExample:
{
"operations": [
{
"bId": "bid1",
"operation": "create",
"entity": "Customer",
"data": { "DisplayName": "Customer 1" }
},
{
"bId": "bid2",
"operation": "query",
"query": "SELECT * FROM Invoice WHERE Balance > 0"
}
]
}
1. First, create or find a customer:
"Find customer with name 'Acme Corp' using qb_query_customers"
2. Create an invoice:
"Create an invoice for customer ID 123 with consulting services
for 10 hours at $150/hour, due in 30 days"
3. Send the invoice:
"Send invoice 456 to billing@acme.com"
1. Get month-end reports:
"Show me the profit and loss for January 2026"
2. Check cash flow:
"What's the cash flow for last quarter?"
3. Review outstanding receivables:
"Show me the aged receivables report"
1. Check low stock items:
"Query items where quantity on hand is less than 10"
2. Create reorder purchase order:
"Create a purchase order for vendor 789 to reorder low stock items"
3. Update item prices:
"Update the price of item 'Widget Pro' to $299.99"
QuickBooks uses a SQL-like query language:
SELECT * FROM Customer WHERE Active = true
SELECT * FROM Invoice WHERE Balance > 0 AND DueDate < '2026-03-01'
SELECT * FROM Customer WHERE DisplayName LIKE '%Corp%'
SELECT * FROM Invoice ORDER BY TxnDate DESC
SELECT *, MAXRESULTS 50 FROM Customer
SELECT * FROM Item WHERE Type = 'Inventory' AND QtyOnHand < 10
The skill provides detailed error messages:
All configuration is stored in config.json. This file contains both your app credentials (Client ID and Secret) and the OAuth tokens that are saved after authentication.
The skill supports both Sandbox and Production environments via the api_environment setting in config.json:
To switch environments, update config.json:
{
"api_environment": "sandbox" // or "production"
}
Important: Production mode requires your app to be verified by Intuit. Start with sandbox for development.
⚠️ Credential Storage: This skill stores OAuth tokens and client secrets in plaintext in config.json on your local filesystem. To enhance security:
config.json (read/write for owner only)config.json to version control (included in .gitignore)autoStart until you've verified the skill behaves as expectedThe skill automatically handles rate limiting with proper error messages.
config.json (excluded from git)Run qb_authenticate with your credentials.
Delete config.json and re-authenticate.
Ensure redirect URI in config matches your QuickBooks app settings.
Change port in code or kill the process using port 3000.
For more troubleshooting, see TROUBLESHOOTING.md.
Contributions welcome! Please:
MIT License - See LICENSE file for details.
Current Version: 1.0.1
Last Updated: February 21, 2026
Node.js Required: 18.0.0+
accounting quickbooks invoicing payments financial-reporting bookkeeping erp business intuit api-integration mcp-skill openclaw
Ready to use! Run npm install and authenticate to get started.