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.
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.
- QuickBooks OAuth connection
- Device grant for AI agents
- Separate read and write scopes
- Connected-agent access controls
Full CashVault App
Cash flow management for project-based businesses, available to approved teams.
- Manual-first cash planning
- River, payments, income, and investments
- QuickBooks integration inside the app
- Guided approved-access onboarding
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 and device grant
OpenClaw
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Claude
Works through MCP and device grant
ChatGPT path
Best product route under evaluation