Run QuickBooks from Claude, ChatGPT or Cursor
Clickr runs an MCP server over your QuickBooks connection. Add it to your assistant once and it can create a project, update one, convert an estimate into an invoice, and read your synced project history, in plain English.
$80/month · 7-day free trial · cancel anytime
CLAUDE · CLICKR MCP
9 tools
You ask
Set up a QuickBooks project for the Johnson job, starting 1 September.
Tool call
create_quickbooks_project
projectName
"Johnson Residence Phase 2"
customerName
"Johnson Family LLC"
startDate
"09/01/2026"
Claude answers
Queued, then confirmed by get_event_status. The project is in QuickBooks under Johnson Family LLC, and the run is in your history.
What changes
The instruction and the record become the same act
In QuickBooks today
You describe the job to whoever keeps the books, they open QuickBooks, find the customer, create the project and set the dates. The description existed in one place and the record ends up in another, and nothing connects the two.
Through the MCP server
You describe the job to the assistant you already have open, and it calls the same endpoint your developers would. The project lands in QuickBooks, and the run is in your Clickr history whether or not the chat is still there.
9
Tools your assistant gets
OAuth
Sign-in, revocable by you
$0
Extra, on either plan
What it can do
Five tools that act on QuickBooks
These are the connector's own actions, exposed as tools rather than as endpoints. An action is queued and returns an event id, so the assistant calls get_event_status to tell you how it went.
create_quickbooks_project
Create a project
Creates a project against a customer that already exists in QuickBooks. Status defaults to in-progress, and dates are MM/DD/YYYY.
Arguments
update_quickbooks_project
Update a project
Changes a project's name, customer, status, dates or notes. Identify it by projectId, or by projectNameIdentifier on the Velocity plan, which is what lets you name the project rather than look up its id.
Arguments
get_quickbooks_project
Look up a project
Reads one project's current detail back from QuickBooks by id or name, for when the synced copy is not recent enough to answer the question.
Arguments
convert_quickbooks_estimate_to_invoice
Convert an estimate into an invoice
Converts an estimate by its transaction id, in full or in part. The same percentage, amount and per-line splits the Estimates API takes are available here.
Arguments
get_event_status
Check what happened
Returns the status and result of a queued action. Assistants call this themselves after an action, which is why an answer arrives as a confirmation rather than as a promise.
Arguments
Converting an estimate needs the Estimates action on your plan. Everything else here is on the connector by default.
Reading
Four more tools for finding and reading data
These are how an assistant works out what your account holds before it asks for anything. They read the synced copy rather than QuickBooks itself, so they answer immediately and consume no runs.
Tool
Access
What it returns
list_integrations
read
Every connector Clickr supports, which of them this account has connected, and the tools each one offers. Assistants are told to start here.
list_dataset_types
read
The catalogue of dataset types, including the fields each one can be filtered on.
list_datasets
read
The datasets configured on your account, with sync status and record counts.
list_dataset_records
read
Records from one dataset, filtered and paginated, 25 at a time and up to 100.
4 FIELDS
On the QuickBooks connector these read the Projects Dataset. On an account that also runs Buildertrend, the same four tools reach those datasets without a second connection.
Setting it up
Connect QuickBooks, add the server, then ask
Setup is one URL and a sign-in. There is no config file to hand-edit unless you want one, and nothing to install.
01
Connect your QuickBooks account
Add your credentials in the Clickr dashboard and point multi-factor authentication at the number we give you. This is the same setup the REST API uses.
about a minute
02
Add Clickr to your assistant
In Claude, open Settings, then Connectors, add a custom connector and enter https://api.clickr.cloud/mcp. Claude Code takes claude mcp add --transport http clickr https://api.clickr.cloud/mcp.
one URL
03
Sign in and ask
Your assistant sends you through an OAuth sign-in with your Clickr account. Approve it once, then ask for a project, an update or a conversion in plain English.
same day
Questions about the MCP server
Questions about the connector as a whole, including pricing and what happens when a run fails, are answered on the QuickBooks page.
support@clickr.cloudModel Context Protocol is an open standard for connecting an AI assistant to an outside system. You add Clickr to Claude, ChatGPT or Cursor once, and from then on the assistant can call our QuickBooks tools from the chat you already use.
Claude on the web, desktop and in Claude Code, along with ChatGPT and Cursor, and anything else that speaks MCP. On claude.ai, custom connectors are a paid-plan feature, which is Anthropic's rule rather than ours.
It can do the four things the connector does: create a project, update one, look one up, and convert an estimate into an invoice. It cannot reach payroll, bank feeds or anything else in your account, because Clickr does not expose those.
No. Your credentials stay encrypted on Clickr's servers. The assistant authenticates to Clickr over OAuth 2.0, which you grant during setup and can revoke from your Clickr account at any time.
No. An assistant calls a tool when you ask it to in a conversation. Every call it makes writes a run in your Clickr history with its status and result, so the record does not depend on the chat.
Actions are queued rather than run inline, so the tool returns an event id and the assistant calls get_event_status to report the outcome. That is what keeps a long sign-in from timing out the conversation.
Yes. list_datasets and list_dataset_records read the QuickBooks Projects Dataset, which is the synced copy resynced every 10 minutes. Reading it does not consume a run.
Included. It is one of the access paths every connector carries, on both Standard and Velocity, at no extra charge.
Clickr serves your records to the assistant you connected and nowhere else. Whether that assistant's provider trains on the conversation is governed by your settings with them, so check those if it matters to you.
9 questions · updated as we are asked new ones
More on our QuickBooks connector
The rest of the connector
Asking is one way in. The same actions are callable over HTTP, changes can be posted to your own URL, and the history can be exported in one go.
Overview
Both actions, the Projects Dataset, the ways to reach them, and what it costs.
Action
Create, update and retrieve projects, the object Intuit's developer API does not expose.
Action
Convert an estimate into an invoice over HTTP, in full or in part.
Access
Clickr posts project changes to any URL you choose. Zapier, Make and n8n can consume it directly.
Service
A one-time export of your full accounting history as CSV and Excel.
Ask your assistant to run QuickBooks
Connect the QuickBooks account you already have, add one URL to Claude, ChatGPT or Cursor, and ask. The trial runs for 7 days and you can cancel at any time.
or email support@clickr.cloud with a question first