Meridian Connector for QuickBooks (Claude)
Make changes to QuickBooks Online from within 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
Features
Category
Open the Claude listing: https://claude.com/marketplace/connectors/meridian-connector-for-quickbooks. Choose Add to Claude and follow the publisher’s setup instructions. The published connector URL is https://qbo-connector.meridian.pilot.com/mcp. Sign-in: Required. Publisher documentation: https://qbo-connector.meridian.pilot.com/faq. Availability depends on your plan, region, and workspace settings. This integration has not been authenticated or functionally tested here.
batch_entity_operations
create_attachment_upload
create_bill
create_bill_payment
create_customer
create_deposit
create_entity
create_expense
create_invoice
create_journal_entry
create_payload_upload
create_sales_receipt
create_tax_code_with_rates
create_vendor_credit
deactivate_customer
delete_attachment
delete_entity
delete_transaction
describe_entity
fetch_quickbooks_report
get_aged_payables
get_aged_receivables
get_attachment
get_balance_sheet
get_cash_flow
get_changed_entities
get_company_info
get_customer_balance
get_customer_sales
get_entity
get_general_ledger
get_invoice_pdf
get_profit_and_loss
get_transaction
get_trial_balance
get_vendor_balance
get_vendor_expenses
link_attachment
list_companies
list_tax_classifications
query
run_report
search_accounts
search_attachments
search_customers
search_dimensions
search_entities
search_items
search_transactions
search_vendors
set_entity_active
update_bill
update_customer
update_deposit
update_entity
update_expense
update_invoice
update_journal_entry
update_sales_receipt
update_vendor_credit
upload_attachment
void_entity
void_invoice
Nevis (Claude)
The AI platform for wealth management
Trussi AI (Claude)
Bring your Trussi roofing CRM into Claude - find projects and customers, track pipeline and schedules, pull dashboards and reports, and log updates without leaving the chat.
Mojo — Pocket Capture (Claude)
Talk to your leads, funnel, and capture setup
ADITUS Evo (Claude)
ADITUS Evo translates the complexity of modern events into clear insights and makes data-driven decisions easier than ever.
Plotly Cloud (Claude)
Build and deploy Plotly Dash apps to Plotly Cloud from a conversation with Claude.
Dremio Cloud (Claude)
Analyze and get insights from your lakehouse data