DeepLedgerCursor can use QuickBooks Online tools through DeepLedger's remote MCP endpoint. This guide configures Cursor's desktop agent with a URL and browser authorization. Your QuickBooks company connects to DeepLedger first.
What you can do after connecting
Through DeepLedger, you can ask your AI agent to:
- Record purchases: bills, expenses, bill payments, and vendor credits.
- Manage sales records: estimates, invoices, customer payments, sales receipts, customer credits, and refund receipts.
- Record other transactions: bank deposits, transfers between accounts, and journal entries.
- Run reports: profit and loss, balance sheet, cash flow, accounts receivable and payable aging, general ledger, and trial balance.
- Prepare month-end close: track close checks, flag issues, assemble financial statements, and propose adjusting entries in DeepLedger's Close Sheet. You review the work and sign off in the portal.
- Work through tasks: raise questions, request missing documents, hand work between you and the AI agent, and track resolution in DeepLedger's Tasks.
- Find supporting information: look up customers, vendors, accounts, transactions, connected bank-feed entries, and uploaded documents.
Before you start
- A DeepLedger account with access to the intended QuickBooks Online company.
- That company connected under Settings → Company and QBO Connect → Companies → Connect QB, with Intuit authorization completed by someone permitted to connect it.
- Cursor desktop with MCP access. Cursor's pricing page lists MCPs under Pro, with higher paid and team options; do not assume the free Hobby plan includes this workflow. Enterprise policy can restrict servers and tools. The MCP documentation does not publish a separate region list; confirm account and model availability for your location before choosing a plan.
Step 1: Add the remote server
Merge this entry into ~/.cursor/mcp.json for personal use across projects, or .cursor/mcp.json for the current project. Keep existing servers:
{
"mcpServers": {
"deepledger": {
"url": "https://mcp.deepledger.ai/mcp"
}
}
}
The URL uses Streamable HTTP. No local server process, QuickBooks developer app or pasted API key is needed for this OAuth route.
Step 2: Authenticate and enable tools
Open Customize and check DeepLedger's server status. Complete its OAuth sign-in with your DeepLedger account when prompted. DeepLedger supports discovery and dynamic client registration, so begin with the URL-only configuration. Never add account passwords to mcp.json.
Confirm its tools appear under Available Tools, then explicitly ask the agent to use DeepLedger. Inspect tool arguments and approval requests. Cursor's run mode and enterprise policy affect approvals. The file locations, HTTP transport, OAuth support and tool controls are documented in Cursor's MCP guide.
This page covers desktop configuration. Team distribution and Cloud Agents have separate configuration and policy; a local file does not establish a tested cloud connection.
Next step: verify one company and one report
In DeepLedger Settings → Company and QBO Connect, find the intended company under Companies. If it is not connected, choose Connect QB and have an authorized person complete Intuit sign-in. Start with a demo company when testing a new AI provider; do not send private business reports until your organization has approved that provider and its data settings.
With DeepLedger enabled in your AI client, ask:
Using DeepLedger, list the companies I can access and identify the active company. Ask me which company to use. After I choose, select it and confirm its name and company identifier. Do not create or change accounting records.
Company selection can persist across your connected AI clients. Confirm it again when changing sessions; a company-bound credential may not allow switching. See selecting the right QuickBooks company.
Then replace the bracketed name with that confirmed company:
Using DeepLedger for [confirmed company], retrieve the profit and loss for September 1 through September 30, 2026, on an accrual basis. Show the returned company name and identifier, exact dates, accounting basis, currency, income, expenses and net income. Do not create or change accounting records. If the company or report settings cannot be confirmed, stop and explain the missing information.
In QuickBooks Online → Reports → Profit and Loss, run the report for the same company, September 1–30, 2026, accrual basis, currency and filters. Compare income, expenses and net income, then investigate any differing account lines. A successful tool response includes report data and matching context; a “connected” badge or an AI summary alone is not verification. If totals differ, correct the context and rerun before relying on the result. Follow the P&L analysis and verification workflow.
A read-only prompt is not read-only permissions. The connection can expose write tools; review permissions and proposed actions. After the report agrees, choose a real task from the journal-entry review workflow or overdue-invoice workflow, adapting the client-specific steps to your AI app.
Example prompts to try next
Replace the bracketed details with your own company, dates and account names.
Record a paid expense
Using DeepLedger for [company], record a [currency and amount] software subscription paid to [vendor] on [date] from [bank or credit card account], categorized to [expense account]. Check for an existing transaction and show me the proposed entry before saving. After I confirm, record it and return the QuickBooks transaction reference.
Record an unpaid bill
Using DeepLedger for [company], prepare an unpaid bill from this attached vendor invoice. Check for duplicates, use the invoice number, date, due date, line amounts and taxes, and propose the expense categories. Ask me for missing details and show the bill for confirmation before recording it.
Run financial reports
Using DeepLedger for [company], get the profit and loss for [start date] through [end date] and the balance sheet as of [end date], using [cash or accrual] basis. Show the company, dates, currency and report totals, then summarize the main changes from the previous period.
Save and reuse a custom report
In DeepLedger for [company], save a custom report called "Monthly business review": last month's accrual profit and loss compared with the prior month, plus the balance sheet as of last month-end. Include instructions to highlight the largest changes in income and expenses. Run it now.
Next time:
Using DeepLedger for [company], run my saved "Monthly business review" for [start date] through [end date].
The custom report definition is saved in DeepLedger and retrieves current QuickBooks data each time you run it.
Troubleshooting
- Server missing: validate the JSON and configuration location, then restart Cursor. Enable DeepLedger in Customize.
- Authentication fails: inspect Output → MCP Logs, check the endpoint and retry with the correct DeepLedger account. Share the error text without tokens. If prompted for unsupported static credentials, ask support rather than inventing them.
- Server blocked: ask your administrator to check the MCP allowlist and network policy for the DeepLedger URL.
- Agent answers without tools: confirm Available Tools includes DeepLedger, explicitly request it, and require report data and company context instead of a general answer.
- Company or totals differ: repeat the verification above and reconnect the intended QuickBooks company if authorization expired.
- Stop using it: disable the server in Customize; remove its entry from the config when retiring it. Disabling tool use is not the same as revoking authorization. Check your connected-account controls when revocation is required.
Testing scope and next action
Documentation and configuration last verified October 2, 2026. This guide was checked against the linked vendor documentation and DeepLedger's server implementation. We did not complete a new OAuth grant or retrieve an account-level report in this client during this revision. The prompts are suggested checks, not claimed test results. Have the account owner complete sign-in and the demo-company report comparison above before using business data.
Return to AI platforms and integrations or resolve a connection error with the MCP troubleshooting guide.