QuickBooks Online MCP server for Claude, ChatGPT, Claude Code and Cursor

How to connect QuickBooks Online

1. 1
   Add ContextGate to your AI app:

   ClaudeChatGPTClaude CodeCursorGitHub CopilotCodexGemini CLIOther

   1. 1

      In Claude, open Settings → Connectors and click Add custom connector.

   2. 2

      Name it ContextGate and paste this URL:

      https://api.contextgate.ai/mcp

   3. 3

      Click Add, then Connect, and sign in to ContextGate.

   4. 4

      In a chat, turn ContextGate on from the + menu → Connectors. Cowork and the desktop app use the same connectors.

   The full Claude guide

   1. 1

      In ChatGPT settings, open Apps & Connectors (or Connectors) → Advanced and turn on Developer mode.

   2. 2

      Create a connector, choose OAuth, and paste this URL:

      https://api.contextgate.ai/mcp

   3. 3

      Sign in to ContextGate when ChatGPT redirects you, then pick the connector in a chat.

   The full ChatGPT guide

   1. 1

      Run this in a terminal:

      claude mcp add --transport http contextgate https://api.contextgate.ai/mcp

   2. 2

      Start Claude Code, run /mcp, choose contextgate and sign in to ContextGate.

   The full Claude Code guide

   Add to Cursor

   1. 1

      Click Add to Cursor, or add this to ~/.cursor/mcp.json:

      {
        "mcpServers": {
          "contextgate": {
            "url": "https://api.contextgate.ai/mcp"
          }
        }
      }

   2. 2

      In Cursor Settings → MCP, sign in to ContextGate when Cursor asks.

   The full Cursor guide

   Add to VS Code

   1. 1

      Click Add to VS Code, or add this to .vscode/mcp.json:

      {
        "servers": {
          "contextgate": {
            "type": "http",
            "url": "https://api.contextgate.ai/mcp"
          }
        }
      }

   2. 2

      Start the server when VS Code asks, sign in to ContextGate, and use it from Copilot Chat in Agent mode.

   The full GitHub Copilot guide

   1. 1

      Run this in a terminal:

      codex mcp add contextgate --url https://api.contextgate.ai/mcp

   2. 2

      Then sign in to ContextGate:

      codex mcp login contextgate

   The full Codex guide

   1. 1

      Run this in a terminal:

      gemini mcp add --transport http contextgate https://api.contextgate.ai/mcp

   2. 2

      In Gemini CLI, run /mcp auth contextgate and sign in to ContextGate.

   The full Gemini CLI guide

   1. 1

      Add a remote (HTTP) MCP server with this URL:

      https://api.contextgate.ai/mcp

   2. 2

      Apps that support MCP sign-in ask you to sign in to ContextGate the first time they connect.

   3. 3

      An app that can't sign in can use a workspace API key instead: create one under API keys and add ?api_key=<your key> to the URL.

   More on adding it to any MCP app
2. 2
   Ask it: “Connect QuickBooks Online using ContextGate”, then sign in to QuickBooks Online when it gives you the link.
3. 3
   Ask your AI app to use QuickBooks Online, then open Activity to see the call.

What you get with QuickBooks Online and ContextGate

• Your AI apps can use QuickBooks OnlineClaude, Cursor, ChatGPT and other AI apps reach QuickBooks Online through the one ContextGate connection you add to them.
• You choose which tools they can useSwitch off any QuickBooks Online 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 Online tools

Examples of what your AI apps can do in QuickBooks Online. You'll see the exact list of tools after you connect it.

• create_accountCreates a new account in the Chart of Accounts.
• update_accountUpdates an existing account.
• create_customerCreates a new customer record.
• update_customerUpdates an existing customer record.
• create_invoiceCreates a new sales invoice.
• update_invoiceUpdates an existing sales invoice.
• create_vendorCreates a new vendor record.
• update_vendorUpdates an existing vendor record.
• create_billCreates a new bill.
• update_billUpdates an existing bill.
• create_paymentRecords a payment received from a customer.
• update_paymentUpdates an existing payment record.
• create_itemCreates a new item (product or service).
• update_itemUpdates an existing item.
• create_salesreceiptCreates a new sales receipt.
• update_salesreceiptUpdates an existing sales receipt.
• create_journalentryCreates a new journal entry.
• update_journalentryUpdates an existing journal entry.
• create_creditmemoCreates a new credit memo.
• update_creditmemoUpdates an existing credit memo.
• create_depositCreates a new deposit transaction.
• update_depositUpdates an existing deposit transaction.
• create_estimateCreates a new estimate (quote).
• update_estimateUpdates an existing estimate.
• create_refundreceiptCreates a new refund receipt.
• update_refundreceiptUpdates an existing refund receipt.
• create_purchaseorderCreates a new purchase order.
• update_purchaseorderUpdates an existing purchase order.
• create_timeactivityCreates a new time activity record.
• update_timeactivityUpdates an existing time activity record.
• create_employeeCreates a new employee record.
• update_employeeUpdates an existing employee record.
• create_classCreates a new class.
• update_classUpdates an existing class.
• update_companyinfoUpdates company metadata.
• create_departmentCreates a new department.
• update_departmentUpdates an existing department.
• create_taxcodeCreates a new tax code.
• update_taxcodeUpdates an existing tax code.
• create_taxrateCreates a new tax rate.
• update_taxrateUpdates an existing tax rate.
• create_termCreates a new payment term.
• update_termUpdates an existing payment term.
• create_transferCreates a new fund transfer between accounts.
• update_transferUpdates an existing fund transfer.
• create_billpaymentCreates a new bill payment.
• update_billpaymentUpdates an existing bill payment.
• create_budgetCreates a new budget.
• update_budgetUpdates an existing budget.