QuickBooks Connector by Meridian MCP: your books in your AI app

QuickBooks Connector by Meridian links QuickBooks Online to your AI app with read or write access across several companies, so you can ask about one set of books or work across many. ContextGate connects it to Claude, ChatGPT and Cursor, and you can switch off the write tools so your AI app reads the books without changing them.

  • Ready to connect
  • Free

Connect QuickBooks through Meridian to Claude, ChatGPT or Cursor

  1. 1Click Connect QuickBooks Connector by Meridian free and sign in to QuickBooks Connector by Meridian.
  2. 2All tools are on once you connect, and the full list appears then. If the AI app should only read your books, switch off the tools that write to QuickBooks Online.
  3. 3Add ContextGate to your AI app as a connector or MCP server. The steps for each app are on the Works with page.
  4. 4Ask your AI app a question about one of your QuickBooks companies, such as last month's expenses, then open Activity to see the call.

Bookkeeping work you can hand to your AI app

  • Ask questions about a company's QuickBooks Online data from Claude or ChatGPT.
  • Work across multiple companies from one connection, which suits anyone who looks after several sets of books.
  • Give your AI app write access when you want it to make changes in QuickBooks, or keep it to reading.

Controls for your books

  • Switch off the write tools, and your AI app can still read QuickBooks but can't change it.
  • Use a policy to warn or block before a call that writes to QuickBooks goes through.
  • Activity records every call, so each change made through an AI app can be traced afterward.

What you get with QuickBooks Connector by Meridian and ContextGate

  • Your AI apps can use QuickBooks Connector by MeridianClaude, Cursor, ChatGPT and other AI apps reach QuickBooks Connector by Meridian through the one ContextGate connection you add to them.
  • You choose which tools they can useSwitch off any QuickBooks Connector by Meridian tool you don't want used. It's hidden from your AI apps and refused if called.
  • Every call is checked and recordedYour policies check each call (for example, personal data is hidden and secrets are blocked), and Activity keeps a record of it.

ContextGate sees only the tool calls that go through it, not your AI app's built-in tools or your chats.

QuickBooks Connector by Meridian tools

QuickBooks Connector by Meridian's own MCP server shows its tools once you sign in. When you connect it, they are listed and synced in your workspace.