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Meridian Connector for QuickBooks icon

Meridian Connector for QuickBooks

By Pilot.com, Inc.

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Overview

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

Tools

batch_entity_operations

Claude

create_attachment_upload

Claude

create_bill

Claude

create_bill_payment

Claude

create_customer

Claude

create_deposit

Claude

create_entity

Claude

create_expense

Claude

create_invoice

Claude

create_journal_entry

Claude

create_payload_upload

Claude

create_sales_receipt

Claude

create_tax_code_with_rates

Claude

create_vendor_credit

Claude

deactivate_customer

Claude

delete_attachment

Claude

delete_entity

Claude

delete_transaction

Claude

describe_entity

Claude

fetch_quickbooks_report

Claude

get_account_activity

Claude

get_account_period_summary

Claude

get_aged_payables

Claude

get_aged_receivables

Claude

get_attachment

Claude

get_balance_sheet

Claude

get_cash_flow

Claude

get_changed_entities

Claude

get_company_info

Claude

get_customer_balance

Claude

get_customer_sales

Claude

get_entity

Claude

get_general_ledger

Claude

get_invoice_pdf

Claude

get_profit_and_loss

Claude

get_transaction

Claude

get_trial_balance

Claude

get_vendor_balance

Claude

get_vendor_expenses

Claude

list_companies

Claude

list_tax_classifications

Claude

query

Claude

run_report

Claude

search_accounts

Claude

search_attachments

Claude

search_customers

Claude

search_dimensions

Claude

search_entities

Claude

search_items

Claude

search_transactions

Claude

search_vendors

Claude

set_entity_active

Claude

update_bill

Claude

update_customer

Claude

update_deposit

Claude

update_entity

Claude

update_expense

Claude

update_invoice

Claude

update_journal_entry

Claude

update_sales_receipt

Claude

update_vendor_credit

Claude

upload_attachment

Claude

void_entity

Claude

void_invoice

Claude

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