quickbooks

name	quickbooks
description	QuickBooks API integration with managed OAuth. Manage customers, invoices, payments, bills, and run financial reports. Use this skill when users want to interact with QuickBooks accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).
compatibility	Requires network access and valid Maton API key
metadata	{"author":"maton","version":"1.0","clawdbot":{"emoji":"🧠","requires":{"env":["MATON_API_KEY"]}}}

QuickBooks

Access the QuickBooks Online API with managed OAuth authentication. Manage customers, vendors, invoices, payments, and run financial reports.

Quick Start

# Query customers
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Customer%20MAXRESULTS%20100')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Base URL

https://gateway.maton.ai/quickbooks/{native-api-path}

Replace {native-api-path} with the actual QuickBooks API endpoint path. The gateway proxies requests to quickbooks.api.intuit.com. The :realmId placeholder is automatically replaced with your company's realm ID from connection config.

Authentication

All requests require the Maton API key in the Authorization header:

Authorization: Bearer $MATON_API_KEY

Environment Variable: Set your API key as MATON_API_KEY:

export MATON_API_KEY="YOUR_API_KEY"

Getting Your API Key

1. Sign in or create an account at maton.ai
2. Go to maton.ai/settings
3. Copy your API key

Connection Management

Manage your QuickBooks OAuth connections at https://ctrl.maton.ai.

List Connections

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections?app=quickbooks&status=ACTIVE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Create Connection

python <<'EOF'
import urllib.request, os, json
data = json.dumps({'app': 'quickbooks'}).encode()
req = urllib.request.Request('https://ctrl.maton.ai/connections', data=data, method='POST')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Content-Type', 'application/json')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Get Connection

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Response:

{
  "connection": {
    "connection_id": "21fd90f9-5935-43cd-b6c8-bde9d915ca80",
    "status": "ACTIVE",
    "creation_time": "2025-12-08T07:20:53.488460Z",
    "last_updated_time": "2026-01-31T20:03:32.593153Z",
    "url": "https://connect.maton.ai/?session_token=...",
    "app": "quickbooks",
    "metadata": {}
  }
}

Open the returned url in a browser to complete OAuth authorization.

Delete Connection

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}', method='DELETE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Specifying Connection

If you have multiple QuickBooks connections, specify which one to use with the Maton-Connection header:

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/quickbooks/v3/company/:realmId/companyinfo/:realmId')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Maton-Connection', '21fd90f9-5935-43cd-b6c8-bde9d915ca80')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

If omitted, the gateway uses the default (oldest) active connection.

API Reference

Company Info

GET /quickbooks/v3/company/:realmId/companyinfo/:realmId

Customers

Query Customers

GET /quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Customer%20MAXRESULTS%20100

Get Customer

GET /quickbooks/v3/company/:realmId/customer/{customerId}

Create Customer

POST /quickbooks/v3/company/:realmId/customer
Content-Type: application/json

{
  "DisplayName": "John Doe",
  "PrimaryEmailAddr": {"Address": "[e-mail]"},
  "PrimaryPhone": {"FreeFormNumber": "555-1234"}
}

Update Customer

Requires Id and SyncToken from previous GET:

POST /quickbooks/v3/company/:realmId/customer
Content-Type: application/json

{
  "Id": "123",
  "SyncToken": "0",
  "DisplayName": "John Doe Updated"
}

Invoices

Query Invoices

GET /quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Invoice%20MAXRESULTS%20100

Create Invoice

POST /quickbooks/v3/company/:realmId/invoice
Content-Type: application/json

{
  "CustomerRef": {"value": "123"},
  "Line": [
    {
      "Amount": 100.00,
      "DetailType": "SalesItemLineDetail",
      "SalesItemLineDetail": {
        "ItemRef": {"value": "1"},
        "Qty": 1
      }
    }
  ]
}

Delete Invoice

POST /quickbooks/v3/company/:realmId/invoice?operation=delete
Content-Type: application/json

{
  "Id": "123",
  "SyncToken": "0"
}

Payments

Create Payment

POST /quickbooks/v3/company/:realmId/payment
Content-Type: application/json

{
  "CustomerRef": {"value": "123"},
  "TotalAmt": 100.00,
  "Line": [
    {
      "Amount": 100.00,
      "LinkedTxn": [{"TxnId": "456", "TxnType": "Invoice"}]
    }
  ]
}

Reports

Profit and Loss

GET /quickbooks/v3/company/:realmId/reports/ProfitAndLoss?start_date=2024-01-01&end_date=2024-12-31

Balance Sheet

GET /quickbooks/v3/company/:realmId/reports/BalanceSheet?date=2024-12-31

Batch Operations

POST /quickbooks/v3/company/:realmId/batch
Content-Type: application/json

{
  "BatchItemRequest": [
    {"bId": "1", "Query": "SELECT * FROM Customer MAXRESULTS 2"},
    {"bId": "2", "Query": "SELECT * FROM Vendor MAXRESULTS 2"}
  ]
}

Query Language

QuickBooks uses SQL-like queries:

SELECT * FROM Customer WHERE DisplayName LIKE 'John%' MAXRESULTS 100

Operators: =, LIKE, <, >, <=, >=, IN

SyncToken

All updates require the current SyncToken:

1. GET the entity to get current SyncToken
2. Include Id and SyncToken in POST body
3. If SyncToken doesn't match, update fails

Code Examples

JavaScript

const response = await fetch(
  'https://gateway.maton.ai/quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Customer',
  {
    headers: {
      'Authorization': `Bearer ${process.env.MATON_API_KEY}`
    }
  }
);

Python

import os
import requests

response = requests.get(
    'https://gateway.maton.ai/quickbooks/v3/company/:realmId/query',
    headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'},
    params={'query': 'SELECT * FROM Customer MAXRESULTS 10'}
)

Notes

• :realmId is automatically replaced by the router
• All queries must be URL-encoded
• Use MAXRESULTS to limit query results
• Dates are in YYYY-MM-DD format
• Soft delete entities by setting Active: false
• IMPORTANT: When using curl commands, use curl -g when URLs contain brackets (fields[], sort[], records[]) to disable glob parsing
• IMPORTANT: When piping curl output to jq or other commands, environment variables like $MATON_API_KEY may not expand correctly in some shell environments. You may get "Invalid API key" errors when piping.

Error Handling

Status	Meaning
400	Missing QuickBooks connection
401	Invalid or missing Maton API key
429	Rate limited (10 req/sec per account)
4xx/5xx	Passthrough error from QuickBooks API

Troubleshooting: API Key Issues

1. Check that the MATON_API_KEY environment variable is set:

echo $MATON_API_KEY

2. Verify the API key is valid by listing connections:

python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Troubleshooting: Invalid App Name

1. Ensure your URL path starts with quickbooks. For example:

• Correct: https://gateway.maton.ai/quickbooks/v3/company/:realmId/query
• Incorrect: https://gateway.maton.ai/v3/company/:realmId/query

Resources

• QuickBooks API Overview
• Customers
• Invoices
• Payments
• Reports
• Maton Community
• Maton Support