MCP Server
Talk to QuickBooks
in plain English.
Just ask Claude.
Connect your Clickr account to Claude and manage QuickBooks projects in plain English - no API calls, no forms, no context switching.
Claude
Create a project called 'Office Renovation' for Johnson Family LLC
Claude
Done. Office Renovation has been created in QuickBooks and assigned to Johnson Family LLC with a start date of May 11th.
Clickr MCP connected · 4 tools
How it works
A plugin standard for AI.
Clickr is the bridge.
01
You talk to Claude
Type your instruction in plain English - in claude.ai, the desktop app, or Claude Code. No forms, no API calls.
"Create a project for Acme Corp"
02
Claude calls Clickr
Claude routes your instruction to Clickr's MCP server, which authenticates and runs the QuickBooks automation.
create_quickbooks_project({ ... })
03
QuickBooks updates
The project is created, updated, or fetched - Claude reports back exactly what happened, in plain English.
{ success: true, projectId: "proj_4k2x1" }
What you can say
Natural language,
real QuickBooks actions.
→
“Create a project for Acme Corp starting next Monday”
→
“Mark the Website Redesign project as in-progress”
→
“What's the status of the Smith & Co project?”
→
“Set the end date on Office Renovation to June 30th”
→
“Did that project creation go through?”
Clickr MCP
claude.ai
Create a project called 'Office Renovation' for Johnson Family LLC, starting next Monday
tool_use · create_quickbooks_project
tool_result
Done. Office Renovation has been created in QuickBooks and assigned to Johnson Family LLC with a start date of May 11th.
Clickr MCP connected · 4 tools available
Available tools
Four tools. The full
project lifecycle.
create_quickbooks_project
Create a new project and assign it to a customer, with optional status, start/end dates, and notes.
"Create a project for Johnson Family LLC starting next Monday"
update_quickbooks_project
Change a project's name, status, dates, or customer assignment - by project ID or name.
"Mark the Website Redesign project as in-progress"
get_quickbooks_project
Look up a project's current details, status, and dates by ID or name.
"What's the status of the Smith & Co project?"
get_event_status
Check whether a queued operation completed, and retrieve its result.
"Did that project creation go through?"
Setup
Two minutes to connect.
No developer needed.
Easiest
Claude.ai
Web & desktop app
1.
Go to claude.ai → Settings → Connectors
2.
Click 'Add custom connector'
3.
Enter the MCP URL: https://api.clickr.cloud/mcp
4.
Sign in with your Clickr account when prompted
Claude Desktop
Mac & Windows app
Add to claude_desktop_config.json
Claude Code
CLI & IDE extension
Run once in your terminal:
Claude will prompt you to sign in with Clickr the first time you use it.
Security
Your credentials
never leave Clickr.
Not even to Claude.
Clickr acts as a secure intermediary. Claude tells Clickr what to do - Clickr handles the automation using credentials stored only on our infrastructure.
OAuth 2.0 authorization - you grant access, you revoke it
Credentials stored encrypted on Clickr's servers only
Claude sees only the data you explicitly ask for
Full audit log of every action taken on your behalf
How a request flows
1.
You
Ask Claude to create a project
2.
Claude
Calls Clickr's MCP server with your instruction
3.
Clickr
Authenticates and runs the QuickBooks automation
4.
QuickBooks
Project created - result returned to Claude
Ready to talk to QuickBooks?
Connect Claude to Clickr and start automating in plain English.
Frequently
asked questions
Still have questions? We're happy to walk you through how Clickr works for your specific situation.