Agent skill

quickbooks

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.

View SKILL.md on GitHub Repository
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Forks 31

Install this agent skill to your Project

npx add-skill https://github.com/majiayu000/claude-skill-registry/tree/main/skills/other/quickbooks

Metadata

Additional technical details for this skill

author
maton
version
1.0

SKILL.md

QuickBooks

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

Quick Start

bash
# Query customers
curl -s -X GET 'https://gateway.maton.ai/quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Customer%20MAXRESULTS%20100' \
  -H 'Authorization: Bearer YOUR_API_KEY'

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 YOUR_API_KEY

Environment Variable: Set your API key as MATON_API_KEY:

bash
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

bash
curl -s -X GET 'https://ctrl.maton.ai/connections?app=quickbooks&status=ACTIVE' \
  -H 'Authorization: Bearer YOUR_API_KEY'

Create Connection

bash
curl -s -X POST 'https://ctrl.maton.ai/connections' \
  -H 'Content-Type: application/json' \
  -H 'Authorization: Bearer YOUR_API_KEY' \
  -d '{"app": "quickbooks"}'

Get Connection

bash
curl -s -X GET 'https://ctrl.maton.ai/connections/{connection_id}' \
  -H 'Authorization: Bearer YOUR_API_KEY'

Response:

json
{
  "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

bash
curl -s -X DELETE 'https://ctrl.maton.ai/connections/{connection_id}' \
  -H 'Authorization: Bearer YOUR_API_KEY'

Specifying Connection

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

bash
curl -s -X GET 'https://gateway.maton.ai/quickbooks/v3/company/:realmId/companyinfo/:realmId' \
  -H 'Authorization: Bearer YOUR_API_KEY' \
  -H 'Maton-Connection: 21fd90f9-5935-43cd-b6c8-bde9d915ca80'

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

API Reference

Company Info

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

Customers

Query Customers

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

Get Customer

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

Create Customer

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

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

Update Customer

Requires Id and SyncToken from previous GET:

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

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

Invoices

Query Invoices

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

Create Invoice

bash
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

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

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

Payments

Create Payment

bash
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

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

Balance Sheet

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

Batch Operations

bash
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:

sql
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

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

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

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

Resources

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