AgentSkillsCN

quickbooks

QuickBooks API 与托管 OAuth 集成。支持管理客户、发票、付款、账单,并生成财务报告。当用户希望与 QuickBooks 的会计数据交互时,可使用此技能。对于其他第三方应用,请使用 API 网关技能(https://clawhub.ai/byungkyu/api-gateway)。

SKILL.md
--- frontmatter
name: quickbooks
description: |
  QuickBooks API integration with managed OAuth. Manage customers, invoices, payments, bills, and run financial reports. Use this skill when users want to interact with QuickBooks accounting data. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway).
compatibility: Requires network access and valid Maton API key
metadata:
  author: maton
  version: "1.0"

QuickBooks

Access the QuickBooks Online API with managed OAuth authentication. Manage customers, vendors, invoices, payments, and run financial reports.

Quick Start

bash
# Query customers
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Customer%20MAXRESULTS%20100')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Base URL

code
https://gateway.maton.ai/quickbooks/{native-api-path}

Replace {native-api-path} with the actual QuickBooks API endpoint path. The gateway proxies requests to quickbooks.api.intuit.com. The :realmId placeholder is automatically replaced with your company's realm ID from connection config.

Authentication

All requests require the Maton API key in the Authorization header:

code
Authorization: Bearer $MATON_API_KEY

Environment Variable: Set your API key as MATON_API_KEY:

bash
export MATON_API_KEY="YOUR_API_KEY"

Getting Your API Key

  1. Sign in or create an account at maton.ai
  2. Go to maton.ai/settings
  3. Copy your API key

Connection Management

Manage your QuickBooks OAuth connections at https://ctrl.maton.ai.

List Connections

bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections?app=quickbooks&status=ACTIVE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Create Connection

bash
python <<'EOF'
import urllib.request, os, json
data = json.dumps({'app': 'quickbooks'}).encode()
req = urllib.request.Request('https://ctrl.maton.ai/connections', data=data, method='POST')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Content-Type', 'application/json')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Get Connection

bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Response:

json
{
  "connection": {
    "connection_id": "21fd90f9-5935-43cd-b6c8-bde9d915ca80",
    "status": "ACTIVE",
    "creation_time": "2025-12-08T07:20:53.488460Z",
    "last_updated_time": "2026-01-31T20:03:32.593153Z",
    "url": "https://connect.maton.ai/?session_token=...",
    "app": "quickbooks",
    "metadata": {}
  }
}

Open the returned url in a browser to complete OAuth authorization.

Delete Connection

bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections/{connection_id}', method='DELETE')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Specifying Connection

If you have multiple QuickBooks connections, specify which one to use with the Maton-Connection header:

bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://gateway.maton.ai/quickbooks/v3/company/:realmId/companyinfo/:realmId')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
req.add_header('Maton-Connection', '21fd90f9-5935-43cd-b6c8-bde9d915ca80')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

If omitted, the gateway uses the default (oldest) active connection.

API Reference

Company Info

bash
GET /quickbooks/v3/company/:realmId/companyinfo/:realmId

Customers

Query Customers

bash
GET /quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Customer%20MAXRESULTS%20100

Get Customer

bash
GET /quickbooks/v3/company/:realmId/customer/{customerId}

Create Customer

bash
POST /quickbooks/v3/company/:realmId/customer
Content-Type: application/json

{
  "DisplayName": "John Doe",
  "PrimaryEmailAddr": {"Address": "john@example.com"},
  "PrimaryPhone": {"FreeFormNumber": "555-1234"}
}

Update Customer

Requires Id and SyncToken from previous GET:

bash
POST /quickbooks/v3/company/:realmId/customer
Content-Type: application/json

{
  "Id": "123",
  "SyncToken": "0",
  "DisplayName": "John Doe Updated"
}

Invoices

Query Invoices

bash
GET /quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Invoice%20MAXRESULTS%20100

Create Invoice

bash
POST /quickbooks/v3/company/:realmId/invoice
Content-Type: application/json

{
  "CustomerRef": {"value": "123"},
  "Line": [
    {
      "Amount": 100.00,
      "DetailType": "SalesItemLineDetail",
      "SalesItemLineDetail": {
        "ItemRef": {"value": "1"},
        "Qty": 1
      }
    }
  ]
}

Delete Invoice

bash
POST /quickbooks/v3/company/:realmId/invoice?operation=delete
Content-Type: application/json

{
  "Id": "123",
  "SyncToken": "0"
}

Payments

Create Payment

bash
POST /quickbooks/v3/company/:realmId/payment
Content-Type: application/json

{
  "CustomerRef": {"value": "123"},
  "TotalAmt": 100.00,
  "Line": [
    {
      "Amount": 100.00,
      "LinkedTxn": [{"TxnId": "456", "TxnType": "Invoice"}]
    }
  ]
}

Reports

Profit and Loss

bash
GET /quickbooks/v3/company/:realmId/reports/ProfitAndLoss?start_date=2024-01-01&end_date=2024-12-31

Balance Sheet

bash
GET /quickbooks/v3/company/:realmId/reports/BalanceSheet?date=2024-12-31

Batch Operations

bash
POST /quickbooks/v3/company/:realmId/batch
Content-Type: application/json

{
  "BatchItemRequest": [
    {"bId": "1", "Query": "SELECT * FROM Customer MAXRESULTS 2"},
    {"bId": "2", "Query": "SELECT * FROM Vendor MAXRESULTS 2"}
  ]
}

Query Language

QuickBooks uses SQL-like queries:

sql
SELECT * FROM Customer WHERE DisplayName LIKE 'John%' MAXRESULTS 100

Operators: =, LIKE, <, >, <=, >=, IN

SyncToken

All updates require the current SyncToken:

  1. GET the entity to get current SyncToken
  2. Include Id and SyncToken in POST body
  3. If SyncToken doesn't match, update fails

Code Examples

JavaScript

javascript
const response = await fetch(
  'https://gateway.maton.ai/quickbooks/v3/company/:realmId/query?query=SELECT%20*%20FROM%20Customer',
  {
    headers: {
      'Authorization': `Bearer ${process.env.MATON_API_KEY}`
    }
  }
);

Python

python
import os
import requests

response = requests.get(
    'https://gateway.maton.ai/quickbooks/v3/company/:realmId/query',
    headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'},
    params={'query': 'SELECT * FROM Customer MAXRESULTS 10'}
)

Notes

  • :realmId is automatically replaced by the router
  • All queries must be URL-encoded
  • Use MAXRESULTS to limit query results
  • Dates are in YYYY-MM-DD format
  • Soft delete entities by setting Active: false
  • IMPORTANT: When using curl commands, use curl -g when URLs contain brackets (fields[], sort[], records[]) to disable glob parsing
  • IMPORTANT: When piping curl output to jq or other commands, environment variables like $MATON_API_KEY may not expand correctly in some shell environments. You may get "Invalid API key" errors when piping.

Error Handling

StatusMeaning
400Missing QuickBooks connection
401Invalid or missing Maton API key
429Rate limited (10 req/sec per account)
4xx/5xxPassthrough error from QuickBooks API

Troubleshooting: Invalid API Key

When you receive a "Invalid API key" error, ALWAYS follow these steps before concluding there is an issue:

  1. Check that the MATON_API_KEY environment variable is set:
bash
echo $MATON_API_KEY
  1. Verify the API key is valid by listing connections:
bash
python <<'EOF'
import urllib.request, os, json
req = urllib.request.Request('https://ctrl.maton.ai/connections')
req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}')
print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2))
EOF

Resources