QuickBooks

Give your agents the QuickBooks Online Accounting API — query data, manage customers, invoices, bills, payments, and accounts, and run financial reports — through agntdata.

Overview

The QuickBooks connection lets deployed agents work with QuickBooks Online (Intuit): run SQL-like queries across your accounting data; create, read, and update customers, invoices, items, vendors, bills, payments, accounts, estimates, sales receipts, credit memos, purchase orders, and journal entries; delete transaction entities; read company info; run financial reports (Profit and Loss, Balance Sheet, Cash Flow, and more); and submit batch operations.

• Base URL: https://api.agntdata.dev/v1/connections/quickbooks
• QuickBooks auth: OAuth 2.0 — connect your QuickBooks company once from the dashboard. agntdata attaches a fresh access token (and the required Accept: application/json header) to every call, so you never pass an Authorization header yourself. The connected company (realm) is encoded in the connection, so you never pass a company id in the path. Access tokens are short-lived and refresh tokens rotate — agntdata handles both in the background.
• MCP tools: agents call connection_quickbooks_* tools, e.g. connection_quickbooks_query, connection_quickbooks_create_invoice, connection_quickbooks_get_report.

Reads go through query with a SQL-like statement (SELECT * FROM Customer WHERE Active = true) or get_<entity> by id. QuickBooks has no PATCH — update_<entity> is a POST that must include the object’s Id and its current SyncToken (read the entity first to get it); pass "sparse": true in the body for a partial update. Delete tools exist only for transaction entities (delete_invoice, delete_payment, delete_bill, delete_estimate, delete_salesreceipt, delete_creditmemo, delete_purchaseorder, delete_journalentry) and are irreversible — name-list entities like customers, items, and vendors are made inactive with an update instead.

Setup

1. Connect QuickBooks

   In the agntdata dashboard open Integrations, pick QuickBooks, and click Connect. You’ll be redirected to Intuit to authorize the company you want to connect and grant the accounting scope.

2. Pick QuickBooks tools

   In an agent’s Tools panel, add the QuickBooks tools the agent needs — for example query, create_invoice, get_report, and get_companyinfo. Destructive delete tools ship too; leave them off an agent you don’t want deleting transactions.

Examples

Query customers

curl -G "https://api.agntdata.dev/v1/connections/quickbooks/query" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY" \
  --data-urlencode "query=SELECT * FROM Customer WHERE Active = true"

Read a customer by id

curl "https://api.agntdata.dev/v1/connections/quickbooks/customer/1" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY"

Create an invoice

curl -X POST "https://api.agntdata.dev/v1/connections/quickbooks/invoice" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"CustomerRef":{"value":"1"},"Line":[{"Amount":100.0,"DetailType":"SalesItemLineDetail","SalesItemLineDetail":{"ItemRef":{"value":"1"}}}]}'

Update a customer (partial / sparse)

curl -X POST "https://api.agntdata.dev/v1/connections/quickbooks/customer?operation=update" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"Id":"1","SyncToken":"3","sparse":true,"PrimaryEmailAddr":{"Address":"[e-mail]"}}'

Run a Profit and Loss report

curl -G "https://api.agntdata.dev/v1/connections/quickbooks/reports/ProfitAndLoss" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY" \
  --data-urlencode "start_date=2024-01-01" \
  --data-urlencode "end_date=2024-12-31" \
  --data-urlencode "accounting_method=Accrual"

Delete an invoice

curl -X POST "https://api.agntdata.dev/v1/connections/quickbooks/invoice?operation=delete" \
  -H "Authorization: Bearer $AGNTDATA_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{"Id":"130","SyncToken":"0"}'