QuickBooks Online

QuickBooks AI setup guides

DeepLedger connects QuickBooks Online to Claude, ChatGPT and other AI apps through one MCP address, https://mcp.deepledger.ai/mcp. Three steps: connect the company's QuickBooks Online in DeepLedger, copy the address, and add it to your AI app as a custom connector, then sign in with your DeepLedger account. Copilot Studio, frameworks and your own agents use a DeepLedger API key instead.

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Which guide do you need?

Every app below uses the same address. Each one also needs a DeepLedger account with access to the company, and the company's QuickBooks Online connected on its Connections tab.

AI chat apps

Claude
How it connects: Custom connector
What you need: Access to custom connectors. On Team or Enterprise, an owner adds the connector first.
Claude guide
ChatGPT
How it connects: Custom MCP app
What you need: ChatGPT on the web, in a Business, Enterprise or Edu workspace where you can add custom MCP servers.
ChatGPT guide
Microsoft Copilot Studio
How it connects: MCP tool in your agent
What you need: A Copilot Studio environment where you can create or edit an agent, and a personal DeepLedger API key.
Microsoft Copilot Studio guide
Grok & Grok Bot
How it connects: Chat connector · API · Bot plugins
What you need: For chat, the Custom option at grok.com/connectors; Business and Enterprise teams need admin provisioning. For the API, an xAI API key.
Grok & Grok Bot guide
Gemini chat & Spark
How it connects: Custom app
What you need: Custom apps need a personal Google Account in the US, age 18+, English and Keep Activity on. Spark also needs Google AI Pro or Ultra.
Gemini chat & Spark guide
Perplexity & Computer
How it connects: Remote custom connector
What you need: Perplexity Pro, Max or Enterprise, set up on the web. Enterprise administrators control member-added connectors.
Perplexity & Computer guide
Muse
How it connects: Custom connector
What you need: Access to Muse and its custom-connector feature. Availability can depend on your account and Muse's rollout.
Muse guide

AI app	How it connects	What you need	Setup guide
Claude	Custom connector	Access to custom connectors. On Team or Enterprise, an owner adds the connector first.	Claude guide
ChatGPT	Custom MCP app	ChatGPT on the web, in a Business, Enterprise or Edu workspace where you can add custom MCP servers.	ChatGPT guide
Microsoft Copilot Studio	MCP tool in your agent	A Copilot Studio environment where you can create or edit an agent, and a personal DeepLedger API key.	Microsoft Copilot Studio guide
Grok & Grok Bot	Chat connector · API · Bot plugins	For chat, the Custom option at grok.com/connectors; Business and Enterprise teams need admin provisioning. For the API, an xAI API key.	Grok & Grok Bot guide
Gemini chat & Spark	Custom app	Custom apps need a personal Google Account in the US, age 18+, English and Keep Activity on. Spark also needs Google AI Pro or Ultra.	Gemini chat & Spark guide
Perplexity & Computer	Remote custom connector	Perplexity Pro, Max or Enterprise, set up on the web. Enterprise administrators control member-added connectors.	Perplexity & Computer guide
Muse	Custom connector	Access to Muse and its custom-connector feature. Availability can depend on your account and Muse's rollout.	Muse guide

Developer tools and agent frameworks

Claude Code
How it connects: Remote MCP server
What you need: Claude Code installed and signed in.
Claude Code guide
Codex
How it connects: Local host MCP configuration
What you need: A current Codex CLI, desktop app or IDE extension. Workspace policy can restrict MCP servers.
Codex guide
Cursor
How it connects: Remote MCP in desktop
What you need: Cursor desktop. On Enterprise, admins can restrict which MCP servers and tools are allowed.
Cursor guide
GitHub Copilot (VS Code)
How it connects: MCP in VS Code
What you need: GitHub Copilot in VS Code, with DeepLedger added as an HTTP server in mcp.json.
GitHub Copilot (VS Code) guide
Hermes Agent
How it connects: Remote MCP server
What you need: Hermes Agent installed and set up with a model provider.
Hermes Agent guide
LangChain & LangGraph
How it connects: MCP adapter
What you need: Python 3.10 or newer, a DeepLedger API key and a model-provider key.
LangChain & LangGraph guide
CrewAI
How it connects: Remote MCP integration
What you need: Python 3.10 through 3.13, a CrewAI project with the mcp dependency, a DeepLedger API key and a model-provider credential.
CrewAI guide
Ollama
How it connects: Local agent with remote MCP
What you need: Ollama running a model with the tools capability, Python 3.11 or newer for the MCP client, and a DeepLedger API key.
Ollama guide
Your own AI agent
How it connects: DeepLedger API key
What you need: A DeepLedger API key. The guide's test script needs Node.js 22 or newer.
Custom agent guide

AI app	How it connects	What you need	Setup guide
Claude Code	Remote MCP server	Claude Code installed and signed in.	Claude Code guide
Codex	Local host MCP configuration	A current Codex CLI, desktop app or IDE extension. Workspace policy can restrict MCP servers.	Codex guide
Cursor	Remote MCP in desktop	Cursor desktop. On Enterprise, admins can restrict which MCP servers and tools are allowed.	Cursor guide
GitHub Copilot (VS Code)	MCP in VS Code	GitHub Copilot in VS Code, with DeepLedger added as an HTTP server in mcp.json.	GitHub Copilot (VS Code) guide
Hermes Agent	Remote MCP server	Hermes Agent installed and set up with a model provider.	Hermes Agent guide
LangChain & LangGraph	MCP adapter	Python 3.10 or newer, a DeepLedger API key and a model-provider key.	LangChain & LangGraph guide
CrewAI	Remote MCP integration	Python 3.10 through 3.13, a CrewAI project with the mcp dependency, a DeepLedger API key and a model-provider credential.	CrewAI guide
Ollama	Local agent with remote MCP	Ollama running a model with the tools capability, Python 3.11 or newer for the MCP client, and a DeepLedger API key.	Ollama guide
Your own AI agent	DeepLedger API key	A DeepLedger API key. The guide's test script needs Node.js 22 or newer.	Custom agent guide

App plans and settings change, so check the guide before you start.

Guides for every app

Work across several QuickBooks companies
See your companies, switch between them and confirm the right one before anything is recorded.
QuickBooks MCP guide
What a QuickBooks MCP server is, and how to connect QuickBooks to Claude, ChatGPT, Cursor or Grok in three steps.
Intuit Enterprise Suite
Connect Intuit Enterprise Suite to ChatGPT, Claude, Grok or Copilot, with the IES limits.
Troubleshooting
Practical steps for common QuickBooks Online and connection problems.
Connected but not working?
Check tool access, DeepLedger sign-in, the company, the write guard, QuickBooks authorization and report settings, in order.
QuickBooks Online integration
How to connect QuickBooks Online, review the AI agent's work and disconnect.
Xero MCP guide
Clients on Xero (beta)? The same address works. The Xero MCP guide has the setup for each AI app.

Connect one company first.

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