QuickBooks Online

Actions available through AgenCo secure gateway. All credentials are stored in the cloud vault — never exposed locally.

Actions

Action	Description
create_customer	Generates new customer records in QuickBooks
list_customers	Retrieves customer list with balances
create_invoice	Generates invoices for customer billing
list_invoices	Retrieves invoice history and status
create_payment	Records customer payments against invoices
list_items	Gets products and services for invoicing
list_accounts	Retrieves chart of accounts
get_profit_loss_report	Generates profit and loss statements
get_balance_sheet	Retrieves balance sheet reports
list_vendors	Gets vendor records for bill tracking

How to Use

Always search first to discover exact tool names and their input schemas, then call the tool.

Step 1: Search for the tool

bash

agenco search-tools '{"queries":["quickbooks online create customer"]}'

The response includes toolName (exact name) and inputSchema (required/optional parameters).

Step 2: Call the tool

Use the exact toolName and match the inputSchema from the search results:

bash

agenco call-tool '{"toolName":"<toolName from search>","input":{...}}'

Example

bash

# Find the right tool
agenco search-tools '{"queries":["quickbooks online create customer"]}'

# Call it (use the exact toolName and schema from the search result)
agenco call-tool '{"toolName":"quickbooks-online_create_customer","input":{...}}'

If QuickBooks Online is not connected, run agenco list-connected-integrations to check, then connect it via the Shield UI.