Best Claude Apps

Meridian Connector for QuickBooks Claude connector

Make changes to QuickBooks Online from within Claude.

Add Meridian Connector for QuickBooks to Claude

Add to Claude
URL https://qbo-connector.meridian.pilot.com/mcp
$ claude mcp add --transport http meridian-connector-for-quickbooks https://qbo-connector.meridian.pilot.com/mcp

Needs a Meridian Connector for QuickBooks account All setup steps

Meridian Connector for QuickBooks in Claude at a glance

Reads
30 tools
Entities, attachments, customers and 22 more
Creates & edits
26 tools
Entities, attachments, customers and 13 more
Deletes
3 tools
Entities, attachments and transactions
Acts as
Your account
Claude works through your own Meridian Connector for QuickBooks sign-in

Counts come from the tool names in the official listing. See every tool

How a request travels Illustration, not a screenshot

  1. 1 · You ask

    “Find Meridian Connector for QuickBooks entities about [a topic].”

  2. 2 · Claude calls

    search_entities

    Finds entities that match what you ask for

  3. 3 · Server runs it

    qbo-connector.meridian.pilot.com

    As your Meridian Connector for QuickBooks account

  4. 4 · Answer

    Reply in the chat

    Write tools can be set to ask you first

The prompt is our example and the tool is one from Meridian Connector for QuickBooks’s list. Claude chooses tools itself, so real calls can differ.

Works in Claude on the web Claude Desktop Claude mobile apps Claude Code Other remote MCP clients

How to add Meridian Connector for QuickBooks to Claude

Meridian Connector for QuickBooks docs

Claude app web · desktop · mobile

  1. 1 Click Add to Claude or open Settings → Connectors and search for Meridian Connector for QuickBooks.
  2. 2 Click Connect. Sign in to Meridian Connector for QuickBooks and approve access.
  3. 3 In a chat, check Meridian Connector for QuickBooks is on in the tools menu under the message box. Then ask.

On Team and Enterprise plans an owner may need to allow it first.

Claude Code terminal

  1. 1
    Add the server: 
    claude mcp add --transport http meridian-connector-for-quickbooks https://qbo-connector.meridian.pilot.com/mcp
    Add --scope user to use it in every project.
  2. 2 Run /mcp, pick meridian-connector-for-quickbooks and sign in.
  3. 3 Check with claude mcp list.

Custom connector or any MCP client

In Claude: Settings → Connectors → Add custom connector. Other clients that support remote (streamable HTTP) servers take the same URL.

Meridian Connector for QuickBooks MCP server URL

https://qbo-connector.meridian.pilot.com/mcp

Meridian Connector for QuickBooks MCP tools

63

30 read, 26 write, 3 delete, 4 unclear. The official listing gives tool names only, so the text beside each name is our summary of it, not the developer’s wording.

  • Workspace 1 tool

    • query Searches across your Meridian Connector for QuickBooks workspace (our summary)
    • None

  • Entities 6 tools

    • describe_entity Opens one entity with its details (our summary)
    • get_entity Opens one entity with its details (our summary)
    • search_entities Finds entities that match what you ask for (our summary)
    • create_entity Writes Adds a new entity (our summary)
    • delete_entity Deletes Deletes an entity (our summary)
    • update_entity Writes Edits an existing entity (our summary)

  • Attachments 5 tools

    • get_attachment Opens one attachment with its details (our summary)
    • search_attachments Finds attachments that match what you ask for (our summary)
    • delete_attachment Deletes Deletes an attachment (our summary)
    • link_attachment Writes Links an attachment (our summary)
    • upload_attachment Writes Adds a new attachment (our summary)

  • Customers 3 tools

    • search_customers Finds customers that match what you ask for (our summary)
    • create_customer Writes Adds a new customer (our summary)
    • update_customer Writes Edits an existing customer (our summary)
Show 38 more groups · 48 tools, 25 that change data · transactions, bills, deposits, expenses, invoices, journal entries, sales receipts, vendor credits, attachment uploads, batch entity operations, bill payments, deactivate customers, entity actives, payload uploads, reports, tax code rates, void entities, void invoices, companies, accounts, aged payables, aged receivables, balance sheets, cash flows, changed entities, customer balances, customer sales, dimensions, general ledgers, invoice pdfs, items, profit losses, quickbooks reports, tax classifications, trial balances, vendor balances, vendor expenses, vendors

  • Transactions 3 tools

    • get_transaction Opens one transaction with its details (our summary)
    • search_transactions Finds transactions that match what you ask for (our summary)
    • delete_transaction Deletes Deletes a transaction (our summary)

  • Bills 2 tools

    • No read tools
    • create_bill Writes Adds a new bill (our summary)
    • update_bill Writes Edits an existing bill (our summary)

  • Deposits 2 tools

    • No read tools
    • create_deposit Writes Adds a new deposit (our summary)
    • update_deposit Writes Edits an existing deposit (our summary)

  • Expenses 2 tools

    • No read tools
    • create_expense Writes Adds a new expense (our summary)
    • update_expense Writes Edits an existing expense (our summary)

  • Invoices 2 tools

    • No read tools
    • create_invoice Writes Adds a new invoice (our summary)
    • update_invoice Writes Edits an existing invoice (our summary)

  • Journal entries 2 tools

    • No read tools
    • create_journal_entry Writes Adds a new journal entry (our summary)
    • update_journal_entry Writes Edits an existing journal entry (our summary)

  • Sales receipts 2 tools

    • No read tools
    • create_sales_receipt Writes Adds a new sales receipt (our summary)
    • update_sales_receipt Writes Edits an existing sales receipt (our summary)

  • Vendor credits 2 tools

    • No read tools
    • create_vendor_credit Writes Adds a new vendor credit (our summary)
    • update_vendor_credit Writes Edits an existing vendor credit (our summary)

  • Attachment uploads 1 tool

    • No read tools
    • create_attachment_upload Writes Adds a new attachment upload (our summary)

  • Batch entity operations 1 tool

    • No read tools
    • batch_entity_operations Unclear

  • Bill payments 1 tool

    • No read tools
    • create_bill_payment Writes Adds a new bill payment (our summary)

  • Deactivate customers 1 tool

    • No read tools
    • deactivate_customer Unclear

  • Entity actives 1 tool

    • No read tools
    • set_entity_active Writes Edits an existing entity active (our summary)

  • Payload uploads 1 tool

    • No read tools
    • create_payload_upload Writes Adds a new payload upload (our summary)

  • Reports 1 tool

    • No read tools
    • run_report Writes Runs a report (our summary)

  • Tax code rates 1 tool

    • No read tools
    • create_tax_code_with_rates Writes Adds one or more new tax code rates (our summary)

  • Void entities 1 tool

    • No read tools
    • void_entity Unclear

  • Void invoices 1 tool

    • No read tools
    • void_invoice Unclear

  • Companies 2 tools

    • get_company_info Opens one company with its details (our summary)
    • list_companies Pulls up a list of companies (our summary)
    • None

  • Accounts 1 tool

    • search_accounts Finds accounts that match what you ask for (our summary)
    • None

  • Aged payables 1 tool

    • get_aged_payables Pulls up a list of aged payables (our summary)
    • None

  • Aged receivables 1 tool

    • get_aged_receivables Pulls up a list of aged receivables (our summary)
    • None

  • Balance sheets 1 tool

    • get_balance_sheet Opens one balance sheet with its details (our summary)
    • None

  • Cash flows 1 tool

    • get_cash_flow Opens one cash flow with its details (our summary)
    • None

  • Changed entities 1 tool

    • get_changed_entities Pulls up a list of changed entities (our summary)
    • None

  • Customer balances 1 tool

    • get_customer_balance Opens one customer balance with its details (our summary)
    • None

  • Customer sales 1 tool

    • get_customer_sales Pulls up a list of customer sales (our summary)
    • None

  • Dimensions 1 tool

    • search_dimensions Finds dimensions that match what you ask for (our summary)
    • None

  • General ledgers 1 tool

    • get_general_ledger Opens one general ledger with its details (our summary)
    • None

  • Invoice pdfs 1 tool

    • get_invoice_pdf Opens one invoice pdf with its details (our summary)
    • None

  • Items 1 tool

    • search_items Finds items that match what you ask for (our summary)
    • None

  • Profit losses 1 tool

    • get_profit_and_loss Opens one profit loss with its details (our summary)
    • None

  • Quickbooks reports 1 tool

    • fetch_quickbooks_report Opens one quickbooks report with its details (our summary)
    • None

  • Tax classifications 1 tool

    • list_tax_classifications Pulls up a list of tax classifications (our summary)
    • None

  • Trial balances 1 tool

    • get_trial_balance Opens one trial balance with its details (our summary)
    • None

  • Vendor balances 1 tool

    • get_vendor_balance Opens one vendor balance with its details (our summary)
    • None

  • Vendor expenses 1 tool

    • get_vendor_expenses Pulls up a list of vendor expenses (our summary)
    • None

  • Vendors 1 tool

    • search_vendors Finds vendors that match what you ask for (our summary)
    • None

Read or write is our reading of each name. List checked 2026-10-20; developers can change tools at any time.

Things to ask Claude with Meridian Connector for QuickBooks

Our suggestions, one for each kind of tool Meridian Connector for QuickBooks offers. Not from Pilot.com, Inc. or Anthropic. Fill in the [brackets].

  • Find Meridian Connector for QuickBooks entities about [a topic].

    uses search_entities

  • Create a Meridian Connector for QuickBooks entity for [what it is about].

    uses create_entity

  • Update the Meridian Connector for QuickBooks entity [name or link]: [what to change].

    uses update_entity

  • Turn these notes into Meridian Connector for QuickBooks entities, one per action item: [paste notes].

    uses create_entity

  • Open the Meridian Connector for QuickBooks entity [name or link] and give me the key points.

    uses describe_entity

  • Create a Meridian Connector for QuickBooks attachment for [what it is about].

    uses upload_attachment

Security and access

Where requests go, whose account Claude uses, and what you control.

Server

qbo-connector.meridian.pilot.com

On the developer’s own domain (meridian.pilot.com), not a third-party host. Claude sends requests here when it uses a tool.

Account

Your own Meridian Connector for QuickBooks account

You sign in when you connect. Claude works through that account, so it reaches what the account can reach.

Control

You approve write tools

In Claude’s connector settings you can choose, tool by tool, whether Claude must ask before using it. Write tools are marked in the list above. See write tools

Policy

Privacy policy

Published by Pilot.com, Inc. and linked from the official listing. Read it ↗

Anthropic’s directory notes that it does not control which tools a developer exposes and cannot guarantee they work as intended or stay the same. Connect connectors you trust.

Reviews

No reviews yet. Used Meridian Connector for QuickBooks with Claude? Tell others how it went.

Honest reviews only. We never pay for or edit ratings.

    Questions people ask

    What does the Meridian Connector for QuickBooks connector do in Claude?

    This connector lets Claude securely read from and write to QuickBooks Online. Some things you can do: • Connect multiple QuickBooks Online companies to the same agent (great for booking intercompany JEs) • Choose read-only or read-write access separately for each company • Create arbitrary QuickBooks transactions, including journal entries • Bulk-create invoices or import credit card transactions • Upload and attach receipts and supporting files to QuickBooks transactions • Automatically fill in your firm-specific reporting template • The craziest use case I tried was "Clone the contents of QBO A into QBO B", and… it worked

    Is the Meridian Connector for QuickBooks connector official?

    It is made by Pilot.com, Inc. and carries the Anthropic verified mark in Anthropic’s directory. This site is independent and lists it from the official directory.

    What is the Meridian Connector for QuickBooks MCP server URL?

    https://qbo-connector.meridian.pilot.com/mcp. It is a remote MCP server hosted at qbo-connector.meridian.pilot.com. Paste it into Claude as a custom connector, or add it to Claude Code with: claude mcp add --transport http meridian-connector-for-quickbooks https://qbo-connector.meridian.pilot.com/mcp

    How do I add Meridian Connector for QuickBooks to Claude Code?

    Run "claude mcp add --transport http meridian-connector-for-quickbooks https://qbo-connector.meridian.pilot.com/mcp" in your terminal, then start Claude Code, type /mcp, choose meridian-connector-for-quickbooks and sign in to Meridian Connector for QuickBooks. Add "--scope user" to make it available in every project.

    Do I need a Meridian Connector for QuickBooks account?

    Yes. You sign in to Meridian Connector for QuickBooks when you connect it, and Claude works through that account.

    Can Claude change or delete my Meridian Connector for QuickBooks data?

    Judging by tool names, 29 of its 63 tools can change data, including 3 that delete or remove things. The other 30 only read. In Claude you can choose, per tool, whether Claude must ask before using it.

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