Local Model Context Protocol · Human-reviewed bookkeeping

The Model Context Protocol (MCP) server for QuickBooks Desktop.

Connect your AI to QuickBooks Desktop for financial answers and bookkeeping work. Zeno provides190 local tools across 171 capabilities, company knowledge and human review before planned changes are posted. Your company file stays on your Windows PC.

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190 local QuickBooks toolsFree for 250 postingsBring your own Claude or ChatGPTCompany file stays on your PC

Zeno for QuickBooks Desktop architecture: local access layer with 190 tools over Windows SDK into the local company file, plus the governed work layer with staged feeds, rules, and human review.

Quick Setup

Connect Claude Desktop in one step.

Once Zeno for QuickBooks Desktop is installed on your Windows workstation, add the local executable to your Claude Desktop configuration file.

%APPDATA%\Claude\claude_desktop_config.json

{
  "mcpServers": {
    "zeno-quickbooks-desktop": {
      "command": "C:\\Program Files\\Zeno\\zeno-mcp.exe",
      "args": []
    }
  }
}

Install Zeno

Run the Windows installer. It connects to the open company file through the QuickBooks Desktop SDK.

Paste Config

Add the snippet above to your Claude Desktop configuration and restart Claude.

Work Safely

Claude prepares transactions as reviewable batches; you approve before anything posts to QuickBooks.

Built for Desktop

Financial answers and reviewed work for QuickBooks Desktop.

Intuit’s open-source server is built exclusively for QuickBooks Online through cloud REST APIs. Zeno bridges the local Windows SDK so Desktop books get modern AI with company knowledge and human review.

QuickBooks Desktop supportNone (QuickBooks Online v3 API only)Full local Windows SDK bridge with 190 tools across 171 capabilities

ConnectionQuickBooks Online REST APILocal QuickBooks Desktop SDK on Windows

Company file privacyRequires cloud connection and Intuit OAuthCompany file stays on the PC; returned records are shared with your AI assistant

Write execution modelDirect API writes when enabled; write categories can be disabledPlan-and-review gate; human approves exact batch before posting

Bank feeds & statement intakeNot supported (banking queue excluded from API)Outside-ledger feed staging, rules, and duplicate matching

Reversal and rollbackFollow-up API operations or QuickBooks corrections1-click batch reversal from append-only pre-image journal

Bills, vendors & expensesSupported for QuickBooks OnlineFull support for bills, checks, expenses, and list cleanup

Firm memory & coding rulesSession-bound context onlyDurable rules, client knowledge, and repeatable close playbooks

The Governance Layer

AI speed. Human authority. Your company file stays safe.

Zeno separates preparing bookkeeping work from approving it. A person reviews the proposed batch, and Zeno records the decision and result through four stages:

1. Plan (Zero unreviewed writes)Claude calls qb_plan_* to draft a batch. Nothing is written to the company file.
2. Verdict (Cryptographic sign-off)A human inspects the exact entries in the review console. Approval locks the batch to a SHA-256 digest.
3. Apply (Drift protection)If account balances or open invoices change before posting, Zeno halts immediately.
4. Reverse (Guaranteed rollback)Pre-images are journaled for every run. Reverse any batch in 1 click without leaving orphaned records.

Zeno for QuickBooks Desktop safe access pipeline: local AI bridge to the company file, staged review queue, human approval boundary, and reversible execution.

Tool Coverage

190 purpose-built local tools across 6 work journeys.

Everything your practice does in QuickBooks Desktop is accessible to your AI assistant under human review.

DAILY WORK

Statements & Paperwork

Bank statements, credit card intake, vendor bills, customer invoices, payment matching, and deposits.

MONTH-END CLOSE

Adjustments & Assembly

Adjusting journal entries, inventory write-offs, assembly builds, time, mileage, and recurring close tasks.

FINANCIAL ANSWERS

Native Reporting

Ask questions across balance sheets, P&Ls, and cash flow reports within and across multiple company files.

FILE CLEANUP

List Maintenance

Merge duplicate vendors, repair unmapped items, void stale checks, and fix historical categorization.

FIRM MEMORY

Rules & Knowledge

Durable coding rules, client-specific tax instructions, and firm standard operating procedures.

MULTI-FILE PRACTICE

Practice Management

Work across multiple client company files from one unified interface with consistent governance.

Browse all 171 capabilities →

Frequently Asked Questions

Common questions about QuickBooks Desktop MCP.

Does Intuit’s published MCP server connect to QuickBooks Desktop?

Intuit’s published MCP server targets QuickBooks Online. Zeno supplies a local Windows bridge to QuickBooks Desktop company files, with financial reports, bookkeeping plans and human review.

Does my QuickBooks Desktop company file get uploaded to the cloud?

No. The Zeno local MCP server runs entirely on your Windows PC and communicates directly with the open company file (.qbw) via the QuickBooks Desktop SDK. Records returned to your AI assistant are processed under that assistant’s settings and policies.

How many tools does Zeno provide for QuickBooks Desktop?

Zeno exposes 190 purpose-built local tools across 171 capabilities covering daily work, close, inventory, native reports, list cleanup, and firm memory.

How does Zeno prevent Claude or ChatGPT from making mistakes in my books?

Zeno enforces a strict Plan-and-Review boundary. The AI assistant prepares an immutable planned batch; no entries reach the ledger until a human signs off on the exact batch in the review console. If ledger state changes before posting, the batch halts safely.

Can I reverse a batch if something was misclassified?

Supported operations have a journaled reversal path that applies the corresponding corrective action. Availability depends on the operation and current ledger state; reversal does not guarantee restoration of the entire ledger to an earlier state.

Which editions of QuickBooks Desktop are supported?

Zeno supports all modern Windows editions of QuickBooks Desktop, including Pro, Premier, Enterprise, and Accountant editions.

FREE EVALUATION · 250 POSTINGS · NO CREDIT CARD

Give Claude complete local access to QuickBooks Desktop today.

Download the signed Windows installer, configure Claude Desktop in 60 seconds, and review your first batch.

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