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HTTP API connector An HTTP API described by an OpenAPI spec, not an MCP server. Calls go to https://sandbox-quickbooks.api.intuit.com and carry an OAuth 2.0 token obtained with Sign in with Intuit on the cloud edition, or an API key or custom header on a self-hosted installation, which offers no sign-in flow.

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What the skill can do

API connector: 49 actions, as they appear in the skill panel. 27 of them create, change or delete something in Intuit QuickBooks; mark those under These actions need approval when you add the skill to an agent.
  • Payment processing (7): Quick Books Invoice Processing Retrieve Invoice Details, Quick Books Payment Processing Create New Payment, Quick Books Payment Processing Update Payment Full, Quick Books Payment Processing Get Payment PDF, Quick Books Payment Processing Delete Payment, Quick Books Payment Processing Send Payment By Email, Quick Books Payment Processing Retrieve Payment Details
  • Customer management (6): Quick Books Data Query Execute Custom Query, Quick Books Customer Manage Create New Customer, Quick Books Customer Manage Update Customer Sparse, Quick Books Company Info Retrieve Company Details, Quick Books Customer Manage Retrieve Customer Details, Quick Books Customer Manage Update Customer Full
  • Invoice processing (5): Quick Books Invoice Processing Delete Invoice, Quick Books Invoice Processing Get Invoice PDF, Quick Books Invoice Processing Create New Invoice, Quick Books Invoice Processing Update Invoice Sparse, Quick Books Invoice Processing Update Invoice Full
  • Reporting system (5): Quick Books Reporting Get Sales By Customer, Quick Books Reporting Get Sales By Product, Quick Books Reporting Get Profit And Loss Report, Quick Books Reporting Get Sales By Class Summary, Quick Books Reporting Get Sales By Department
  • Estimate handling (5): Quick Books Estimate Handling Create New Estimate, Quick Books Estimate Handling Retrieve Estimate Details, Quick Books Item Catalog Retrieve Item Details, Quick Books Estimate Handling Send Estimate By Email, Quick Books Estimate Handling Get Estimate PDF
  • Item catalog (3): Quick Books Account Manage Retrieve Account Details, Quick Books Item Catalog Create New Item, Quick Books Item Catalog Update Existing Item
  • Account management (3): Quick Books Account Manage Update Existing Account, Quick Books Account Manage Create New Account, Quick Books Reporting Get Account List Detail Report
  • Bill processing (3): Quick Books Bill Processing Retrieve Bill Details, Quick Books Bill Processing Delete Bill, Quick Books Bill Processing Update Existing Bill
  • Employee management (3): Quick Books Employee Manage Create New Employee, Quick Books Employee Manage Retrieve Employee Details, Quick Books Employee Manage Update Employee Info
  • Vendor management (3): Quick Books Vendor Manage Retrieve Vendor Details, Quick Books Vendor Manage Update Vendor Info, Quick Books Vendor Manage Create New Vendor
  • Company information (2): Quick Books Company Info Update Company Info Sparse, Quick Books Company Info Update Company Info Full
  • Tax agency management (2): Quick Books Tax Agency Manage Create New Tax Agency, Quick Books Tax Agency Manage Retrieve Tax Agency Details
  • Preference management (2): Quick Books Preference Manage Retrieve Preferences, Quick Books Preference Manage Update Preferences

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Connect Intuit QuickBooks

In Xpander Chat, open the agent’s settings, click Add skill, and search for Intuit QuickBooks. The connect dialog asks for a connection name and whether the connection is for the Organization (one shared account) or Personal (your own account, so the agent acts with your permissions where systems allow). On an agent other people use, a personal connection runs their requests as you unless the binding requires each person’s own sign-in; see whose credential a shared agent uses. Intuit QuickBooks connects with Sign in with Intuit QuickBooks: you authorize in the browser and xpander stores the OAuth token; the agent never sees it, and the token is attached at the moment a skill is called. Calls go to https://sandbox-quickbooks.api.intuit.com.

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Give an agent the Intuit QuickBooks skill

Once Intuit QuickBooks is connected, any agent you can edit may be given the skill: open the agent’s settings, click Add skill, and choose Intuit QuickBooks. Enable only the action groups the agent needs, and mark the actions that should wait for a named person’s sign-off under These actions need approval. Which skills exist for your organization, and who may add them, is decided by your admins; see Skills.