Available now for QuickBooks Online

QuickBooks Connector by CashVault

A standalone MCP connector for teams that want AI agents to read and update QuickBooks without adopting the full CashVault app.

Looking for the full CashVault cash flow app? Request approved access. CashVault App users can connect QuickBooks inside the full app.

Connect QuickBooks

Use CashVault OAuth to keep QBO tokens managed server-side with refresh handling.

Approve agents

Agents use device grant, show you an approval link, and receive scoped MCP access.

Control writes

Read-only and write scopes are separate. Destructive QBO actions require explicit user intent.

Two product paths

Standalone connector or full cash planning

The QuickBooks Connector remains independent from the CashVault app. Each product has its own access path.

Standalone QuickBooks Connector

Independent access for QuickBooks and MCP agent workflows.

Independent connector access
  • QuickBooks OAuth connection
  • Device grant for AI agents
  • Separate read and write scopes
  • Connected-agent access controls
Start connector setup

Full CashVault App

Cash flow management for project-based businesses, available to approved teams.

Approved access
  • Manual-first cash planning
  • River, payments, income, and investments
  • QuickBooks integration inside the app
  • Guided approved-access onboarding
Request app access
Agent-ready

A simple flow users already understand

The agent starts the connection, CashVault shows the approval screen, and QuickBooks OAuth appears only when QBO is not connected yet.

1

Hermes

Works through MCP and device grant

2

OpenClaw

Works through MCP and device grant

3

Claude

Works through MCP and device grant

4

ChatGPT path

Best product route under evaluation