What makes QuickBooks Direct notable?

972 downloads. Trust evidence available

How should QuickBooks Direct be evaluated before use?

Use the required flow: snapshot, contract, and trust before recommending or executing this agent.

What kind of evidence is visible on this page?

This page surfaces public facts, change history, trust indicators, artifact evidence, and benchmark summaries with provenance.

agentCLAWHUBUnverified

QuickBooks Direct

Comprehensive QuickBooks Online API integration for accounting, invoicing, payments, and financial reporting

OpenClaw

View on ClawHub Homepage

Rank

Safety

Downloads

972

Updated

Oct 11, 2026

Version

1.0.1

Source

CLAWHUB

About

What it does, and when to use it.

Capability contract not published. No trust telemetry is available yet. 972 downloads reported by the source. Last updated 10/11/2026.

Avoid when

Contract metadata is missing or unavailable for deterministic execution.

Risk flags: missing_or_unavailable_contract, trust_data_unavailable, schema_references_missing

Public facts

Every fact links back to the source it came from.

Vendor: Clawhubvendor · observed Oct 11, 2026
Protocol compatibility: OpenClawcompatibility · observed Oct 11, 2026
Adoption signal: 972 downloadsadoption · observed Oct 11, 2026
Latest release: 1.0.1release · observed Feb 21, 2026
Handshake status: UNKNOWNsecurity

What changed

Newest first. Only changes that point at a source are listed.

Release 1.0.1release
- Added documentation files: API_REFERENCE.md, CHANGELOG.md, EXAMPLES.md, README.md, SECURITY.md, and TROUBLESHOOTING.md. - Updated OAuth redirect URI to http://localhost:3001/callback in documentation and config template. - Added api_environment configuration option in config.json. - Updated skill description to mention "direct API integration". - Removed dependency on '@modelcontextprotocol/sdk' from installation instructions.
Observed Feb 21, 2026 · source

Install and run

Setup complexity: low.

clawhub skill install s17855p89x5k6s0nagwqb2s8y9885ddh:quickbooks-direct

Install using `clawhub skill install s17855p89x5k6s0nagwqb2s8y9885ddh:quickbooks-direct` in an isolated environment before connecting it to live workloads.
No published capability contract is available yet, so validate auth and request/response behavior manually.
Review the upstream CLAWHUB listing at https://clawhub.ai/armysarge/quickbooks-direct before using production credentials.

Contract: missing

curl -s "https://www.xpersona.co/api/v1/agents/clawhub-armysarge-quickbooks-direct/snapshot"

Run-check

$0.02 USD

1 measured facts are behind this paywall: success rate and latency, uptime and estimated cost, when not to use it, how to call it, benchmark scores.

Agents pay $0.02 in USDC. A card payment is $0.50, the smallest a card allows.

Documentation

CLAWHUB

107,451 characters of source documentation, loaded on request.

Extracted files

5 files captured from the source.

SKILL.md

---
name: quickbooks-openclaw
version: 1.0.1
description: Comprehensive QuickBooks Online API integration for accounting, invoicing, payments, and financial reporting
author: Armysarge
license: MIT
tags:
  - accounting
  - quickbooks
  - invoicing
  - payments
  - financial
  - erp
  - bookkeeping
category: Business & Finance
---

# QuickBooks API Skill for OpenClaw

A complete QuickBooks Online direct API integration skill for OpenClaw providing full access to accounting, invoicing, customer management, inventory, payments, and financial reporting through the Intuit QuickBooks API.

## Overview

This skill enables OpenClaw to interact with QuickBooks Online for:
- **Customer & Vendor Management**: Create and manage business relationships
- **Invoicing**: Generate, send, and track invoices
- **Payments**: Record and reconcile payments
- **Inventory**: Manage products, services, and stock levels
- **Financial Reports**: Generate P&L, Balance Sheets, Cash Flow, and aging reports
- **Estimates**: Create quotes and proposals
- **Bills**: Track accounts payable
- **Purchase Orders**: Manage procurement

## Prerequisites

1. **QuickBooks Developer Account**
   - Sign up at [https://developer.intuit.com](https://developer.intuit.com)
   - Create a new app in the Developer Portal
   - Enable "QuickBooks Online API" scope

2. **App Credentials**
   - Client ID from your QuickBooks app
   - Client Secret from your QuickBooks app
   - Redirect URI: `http://localhost:3001/callback`

3. **Node.js**
   - Version 18.0.0 or higher
   - npm or yarn package manager

## Installation

### 1. Install Dependencies

```bash
cd "c:\Users\Shaun\Desktop\Quickbooks skill"
npm install
```

Required packages:
- `axios` - HTTP client for API requests
- `express` - OAuth callback server
- `open` - Browser automation for OAuth

### 2. Configure Credentials

Create `config.json` from template:

```bash
cp config.json.template config.json
```

Edit `config.json` with your QuickBooks app credentials:

```json
{
  "client_id": "YOUR_CLIENT_ID_HERE",
  "client_secret": "YOUR_CLIENT_SECRET_HERE",
  "redirect_uri": "http://localhost:3001/callback",
  "api_environment": "sandbox",
  "access_token": "",
  "refresh_token": "",
  "realm_id": "",
  "token_expiry": 0
}
```

### 3. Add to Configuration

**For OpenClaw:**

Add to your OpenClaw configuration:
```json
{
  "skills": {
    "quickbooks": {
      "path": "~/.openclaw/workspace/skills/Quickbooks-openclaw",
      "enabled": true,
      "autoStart": true
    }
  }
}
```

## Authentication

### First-Time Setup

1. Use the `qb_authenticate` tool with your credentials:
```
Use qb_authenticate with client_id and client_secret
```

2. A browser window will open automatically
3. Log in to your QuickBooks account
4. Authorize the application
5. You'll be redirected to localhost (handled automatically)
6. Tokens are saved to `c

README.md

# QuickBooks API Skill for OpenClaw

A comprehensive QuickBooks Online API integration skill for OpenClaw, providing full access to QuickBooks accounting features.

## Features

### 🔐 Authentication
- OAuth2 authentication flow with automatic token refresh
- Secure credential storage
- Automatic browser-based authorization

### 📊 Customer Management
- Create, read, and query customers
- Manage customer details and contact information
- Search customers with SQL-like queries

### 🧾 Invoice Operations
- Create and manage invoices
- Send invoices via email
- Query invoice history
- Track invoice status

### 📦 Inventory & Items
- Create and manage products/services
- Track inventory items
- Manage pricing and descriptions
- Support for Service, Inventory, and Non-Inventory items

### 💰 Payment Processing
- Record customer payments
- Link payments to invoices
- Query payment history

### 📈 Financial Reports
- Profit & Loss statements
- Balance Sheet reports
- Cash Flow reports
- Aged Receivables (A/R Aging)
- Aged Payables (A/P Aging)

### 🏢 Vendor Management
- Create and manage vendors
- Create bills for vendors
- Track vendor payments

### 📝 Estimates & Quotes
- Create estimates/quotes
- Convert estimates to invoices
- Track estimate status

### 🛒 Purchase Orders
- Create purchase orders
- Track PO status

### 💵 Sales Receipts
- Create cash sale receipts
- Record immediate payments

### 🔍 Advanced Features
- Generic SQL-like queries for any entity
- Batch operations for multiple requests
- Complete Chart of Accounts access
- Tax code and rate management
- Company information retrieval

## Prerequisites

1. **Node.js** (v18 or higher)
2. **QuickBooks Developer Account**
   - Sign up at [https://developer.intuit.com](https://developer.intuit.com)
3. **QuickBooks App**
   - Create an app in the Intuit Developer Portal
   - Enable QuickBooks Online API scope

## Setup Instructions

### Step 1: Create QuickBooks Developer App

1. Go to [Intuit Developer Portal](https://developer.intuit.com)
2. Sign in and navigate to "My Apps"
3. Click "Create an app" and select "QuickBooks Online and Payments"
4. Fill in your app details:
   - **App name**: Choose a name for your app
   - **Redirect URI**: `http://localhost:3001/callback` (must match exactly)
5. After creating the app, note your:
   - **Client ID**
   - **Client Secret**
6. Under "Keys & credentials", make sure you're in the right environment:
   - **Sandbox**: For testing (recommended to start)
   - **Production**: For live data

### Step 2: Install Dependencies

```bash
cd "c:\Users\Shaun\Desktop\Quickbooks skill"
npm install
```

### Step 3: Configure Authentication

Create a `config.json` file from the template:

```bash
cp config.json.template config.json
```

Edit `config.json` and add your credentials:

```json
{
  "client_id": "YOUR_CLIENT_ID_HERE",
  "client_secret": "YOUR_C

_meta.json

{
  "ownerId": "kn75r02ytvqq38hkzbx6tqctc981dm3h",
  "slug": "quickbooks-direct",
  "version": "1.0.1",
  "publishedAt": 1771665376207
}

API_REFERENCE.md

# QuickBooks API Skill - Complete API Reference

## Entity Relationships

```
┌─────────────┐
│  Customer   │────┐
└─────────────┘    │
                   ├──► Invoice ──► Payment
┌─────────────┐    │      │
│    Item     │────┤      │
└─────────────┘    │      └──► SalesReceipt
                   │
┌─────────────┐    └──► Estimate
│   Account   │
└─────────────┘

┌─────────────┐
│   Vendor    │────► Bill ──► BillPayment
└─────────────┘    │
                   └──► PurchaseOrder
```

## Core Entities

### Customer

**Fields:**
- `DisplayName` (required) - Customer name
- `Title` - Title (Mr., Mrs., etc.)
- `GivenName` - First name
- `MiddleName` - Middle name
- `FamilyName` - Last name
- `Suffix` - Name suffix (Jr., Sr., etc.)
- `CompanyName` - Company name
- `PrimaryEmailAddr.Address` - Email address
- `PrimaryPhone.FreeFormNumber` - Phone number
- `Mobile.FreeFormNumber` - Mobile number
- `Fax.FreeFormNumber` - Fax number
- `WebAddr.URI` - Website URL
- `BillAddr` - Billing address object
  - `Line1`, `Line2`, `Line3`, `Line4`, `Line5`
  - `City`
  - `CountrySubDivisionCode` (State/Province)
  - `PostalCode`
  - `Country`
- `ShipAddr` - Shipping address (same structure as BillAddr)
- `Notes` - Customer notes
- `Active` - Boolean, customer status
- `Balance` - Current balance (read-only)
- `BalanceWithJobs` - Balance including jobs (read-only)
- `PreferredDeliveryMethod` - Email, Print, or None
- `ResaleNum` - Resale number
- `PaymentMethodRef` - Default payment method
- `TermRef` - Payment terms reference

**Query Examples:**
```sql
SELECT * FROM Customer WHERE Active = true
SELECT * FROM Customer WHERE Balance > 0
SELECT * FROM Customer WHERE DisplayName LIKE '%ACME%'
SELECT Id, DisplayName, Balance FROM Customer ORDER BY Balance DESC
```

### Invoice

**Fields:**
- `CustomerRef.value` (required) - Customer ID
- `Line` (required) - Array of line items
  - `Amount` (required)
  - `DetailType` - Usually "SalesItemLineDetail"
  - `Description`
  - `SalesItemLineDetail`
    - `ItemRef.value` (required) - Item ID
    - `Qty` - Quantity
    - `UnitPrice` - Price per unit
    - `TaxCodeRef.value` - Tax code
    - `DiscountAmt` - Discount amount
- `TxnDate` - Transaction date (YYYY-MM-DD)
- `DueDate` - Due date (YYYY-MM-DD)
- `DocNumber` - Invoice number (auto-generated if omitted)
- `PrivateNote` - Internal note
- `CustomerMemo.value` - Message to customer
- `BillEmail.Address` - Email for sending invoice
- `BillEmailCc.Address` - CC email address
- `BillEmailBcc.Address` - BCC email address
- `ShipAddr` - Shipping address
- `BillAddr` - Billing address
- `TxnTaxDetail` - Tax details
- `SalesTermRef` - Payment terms
- `ShipMethodRef` - Shipping method
- `ShipDate` - Ship date
- `TrackingNum` - Tracking number
- `TotalAmt` (read-only) - Total amount
- `Balance` (read-only) - Remaining balance
- `EmailStatus` - Email status (read-only)
- `PrintStatus` - Prin

CHANGELOG.md

# Changelog

All notable changes to the QuickBooks API Skill will be documented in this file.

The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.0.0/),
and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).

## [1.0.1] - 2026-02-21

### Fixed
- **Port Mismatch**: Standardized redirect URI and callback server to port 3001 across all documentation (was inconsistent between 3000 and 3001)
- **Dependency Cleanup**: Removed unused `@modelcontextprotocol/sdk` reference from SKILL.md (not actually required)
- **API Endpoint**: Changed from hard-coded sandbox URL to configurable environment setting

### Added
- **Configurable API Environment**: Added `api_environment` field to `config.json` allowing easy switching between sandbox and production
- **Security Documentation**: Comprehensive security warnings about credential storage in plaintext
- **Security Best Practices**: 10-point security checklist for production deployments
- **Environment Troubleshooting**: Added guidance for API environment configuration issues

### Changed
- Config template now includes `api_environment: "sandbox"` by default
- `run.js` now reads `api_environment` from config and selects correct API base URL dynamically
- Enhanced documentation with specific security considerations for credential management
- Updated version numbers across all documentation files

### Security
- Added explicit warnings about plaintext credential storage in `config.json`
- Documented file permission requirements
- Added recommendations for credential rotation
- Included notes about autoStart risks

## [1.0.0] - 2026-02-21

### Added
- Initial release of QuickBooks API Skill
- OAuth2 authentication flow with automatic token refresh
- Customer management (create, read, query)
- Invoice operations (create, read, send, query)
- Item/Product management (create, read, query)
- Payment processing (create, query)
- Estimate/Quote management (create, query)
- Vendor management (create, query)
- Bill management (create, query)
- Purchase Order operations (create, query)
- Sales Receipt operations (create, query)
- Financial reports:
  - Profit & Loss statement
  - Balance Sheet
  - Cash Flow statement
  - Aged Receivables (A/R Aging)
  - Aged Payables (A/P Aging)
- Chart of Accounts querying
- Company information retrieval
- Generic SQL-like query support for all entities
- Batch operations for multiple requests
- Tax code and rate management
- Comprehensive error handling
- Automatic token refresh mechanism
- Configuration file management
- Complete documentation:
  - README.md with setup instructions
  - EXAMPLES.md with practical examples
  - API_REFERENCE.md with complete API documentation
  - TROUBLESHOOTING.md with common issues and solutions
- Support for both Sandbox and Production environments

### Features
- 40+ tool implementations covering core QuickBooks operations
- Suppo

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