CashVault QB Connector
QuickBooks Online connected
Write access requires approval
Read and write scopes stay separate.
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? It is currently private beta / waitlist. 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.
Connector pricing is separate from the full app
The full CashVault app remains waitlist-only. The standalone QuickBooks Connector is the first product we are opening for active signup.
Connector Launch
Early standalone access for QuickBooks + MCP agent workflows.
- QuickBooks OAuth connection
- Device grant for AI agents
- Read and write scope controls
- Connected agents and revoke access
Full CashVault App
Cash flow management for project-based businesses, currently in private beta.
- Project cash flow management
- Forecasting and runway visibility
- QuickBooks integration inside the app
- Broader rollout later
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.
Hermes
Works through MCP/device grant
OpenClaw
Works through MCP/device grant
Claude
Works through MCP/device grant
ChatGPT path
Researching best product route