+ QuickBooks MCP +
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++ RoboLedger syncs QuickBooks Online into a ledger your AI assistant + can query, with every account mapped to standard reporting + concepts. Add one address to your AI client and ask about your + books. +
+{MCP_URL}
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- + + Create an account and a graph. + {' '} + A graph is your company's own database. Its books, reports + and plans live in it, and no other customer's data does. + +
- + + Connect QuickBooks Online. + {' '} + In RoboLedger, open Entity → Connections and sign in to Intuit + with an admin account. The first sync brings over your full + history and maps your chart of accounts to reporting concepts. + +
- + + Add the MCP server to your AI client. + {' '} + The first time a tool runs, you sign in to RoboSystems and + choose the graph to connect. + +
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+ {client.code &&{client.code}}
+ -
+ {capabilities.map((c) => (
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- {c.title} +
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+ Intuit ships its own QuickBooks MCP server and a Claude connector. + Both are built for running the business: creating invoices, + customers and payments. Use them for that. +
++ RoboLedger does a different job. It maps your chart of accounts to + reporting concepts, so a statement, a forecast or a comparison + with a public company means the same thing from one period to the + next, and you can open any answer down to the facts behind it. +
++ + Read the full comparison → + +
++ Connecting, syncing, asking questions, building reports and + running forecasts never write to QuickBooks. Only entries + RoboLedger posts do: the entries drafted for a month when you + close it, or a single entry you agree on. Before a close, you see + which entries will be written. +
++ + What gets written back, and when → + +
+-
+
- QuickBooks Online, and admin permissions in the company. +
- Books kept in US dollars. +
- + Syncing is on demand: press Sync Now, or ask your assistant to + sync before you ask about recent activity. + +