QuickBooks Tool

Connection Setup Guide

The QuickBooks tool provides a powerful interface for managing your accounting data. Your AI agent can interact with customers, invoices, and items, enabling sophisticated financial automation workflows.

Key Use Cases:

  • Customer Management: Create new customers or look up existing ones by name or ID.
  • Invoice Creation: Automatically generate new invoices for customers based on a list of products and services.
  • Financial Queries: Ask your agent to find specific invoices (e.g., "Find all unpaid invoices for 'Innovate Corp'") or look up item prices.

quickbooks_tool.filter_customers

Filters for customers in QuickBooks using the content of a 'WHERE' clause.

Parameters

NameTypeDescription
filter_clause string The filter part of a QBO query. Example: "DisplayName LIKE 'A%'" or for all customers, provide something that is always true like "Active = true". 
curl -X POST https://toolstream.dev/v1/tools/execute \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
  "connection_name": "YOUR_CONNECTION_NAME",
  "tool_call": {
    "name": "quickbooks_tool.filter_customers",
    "arguments": {
      "filter_clause": {
        "type": "string",
        "description": "The filter part of a QBO query. Example: \"DisplayName LIKE 'A%'\" or for all customers, provide something that is always true like \"Active = true\"."
      }
    }
  }
}'
import requests
import json

API_KEY = "YOUR_API_KEY"
TOOLSTREAM_URL = "https://toolstream.dev/v1/tools/execute"

payload = {
  "connection_name": "YOUR_CONNECTION_NAME",
  "tool_call": {
    "name": "quickbooks_tool.filter_customers",
    "arguments": {
      "filter_clause": {
        "type": "string",
        "description": "The filter part of a QBO query. Example: \"DisplayName LIKE 'A%'\" or for all customers, provide something that is always true like \"Active = true\"."
      }
    }
  }
}

headers = {
    "Authorization": f"Bearer {API_KEY}",
    "Content-Type": "application/json"
}

response = requests.post(TOOLSTREAM_URL, headers=headers, data=json.dumps(payload))

if response.status_code == 200:
    result = response.json()
    print(json.dumps(result, indent=2))
else:
    print(f"Error: {response.status_code}")
    print(response.text)

quickbooks_tool.get_customer_by_id

Retrieves a single customer by their unique QuickBooks ID.

Parameters

NameTypeDescription
customer_id integer The numeric ID of the customer in QuickBooks. 
curl -X POST https://toolstream.dev/v1/tools/execute \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
  "connection_name": "YOUR_CONNECTION_NAME",
  "tool_call": {
    "name": "quickbooks_tool.get_customer_by_id",
    "arguments": {
      "customer_id": {
        "type": "integer",
        "description": "The numeric ID of the customer in QuickBooks."
      }
    }
  }
}'
import requests
import json

API_KEY = "YOUR_API_KEY"
TOOLSTREAM_URL = "https://toolstream.dev/v1/tools/execute"

payload = {
  "connection_name": "YOUR_CONNECTION_NAME",
  "tool_call": {
    "name": "quickbooks_tool.get_customer_by_id",
    "arguments": {
      "customer_id": {
        "type": "integer",
        "description": "The numeric ID of the customer in QuickBooks."
      }
    }
  }
}

headers = {
    "Authorization": f"Bearer {API_KEY}",
    "Content-Type": "application/json"
}

response = requests.post(TOOLSTREAM_URL, headers=headers, data=json.dumps(payload))

if response.status_code == 200:
    result = response.json()
    print(json.dumps(result, indent=2))
else:
    print(f"Error: {response.status_code}")
    print(response.text)

quickbooks_tool.create_customer

Creates a new customer in QuickBooks.

Parameters

NameTypeDescription
display_name string The primary name for the customer, must be unique.
company_name string Optional. The legal name of the customer's company.
email string Optional. The primary email address for the customer.
phone string Optional. The primary phone number for the customer. 
curl -X POST https://toolstream.dev/v1/tools/execute \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
  "connection_name": "YOUR_CONNECTION_NAME",
  "tool_call": {
    "name": "quickbooks_tool.create_customer",
    "arguments": {
      "display_name": {
        "type": "string",
        "description": "The primary name for the customer, must be unique."
      },
      "company_name": {
        "type": "string",
        "description": "Optional. The legal name of the customer's company."
      },
      "email": {
        "type": "string",
        "description": "Optional. The primary email address for the customer."
      },
      "phone": {
        "type": "string",
        "description": "Optional. The primary phone number for the customer."
      }
    }
  }
}'
import requests
import json

API_KEY = "YOUR_API_KEY"
TOOLSTREAM_URL = "https://toolstream.dev/v1/tools/execute"

payload = {
  "connection_name": "YOUR_CONNECTION_NAME",
  "tool_call": {
    "name": "quickbooks_tool.create_customer",
    "arguments": {
      "display_name": {
        "type": "string",
        "description": "The primary name for the customer, must be unique."
      },
      "company_name": {
        "type": "string",
        "description": "Optional. The legal name of the customer's company."
      },
      "email": {
        "type": "string",
        "description": "Optional. The primary email address for the customer."
      },
      "phone": {
        "type": "string",
        "description": "Optional. The primary phone number for the customer."
      }
    }
  }
}

headers = {
    "Authorization": f"Bearer {API_KEY}",
    "Content-Type": "application/json"
}

response = requests.post(TOOLSTREAM_URL, headers=headers, data=json.dumps(payload))

if response.status_code == 200:
    result = response.json()
    print(json.dumps(result, indent=2))
else:
    print(f"Error: {response.status_code}")
    print(response.text)

quickbooks_tool.find_invoices

Searches for invoices in QuickBooks using a SQL-like WHERE clause.

Parameters

NameTypeDescription
filter_clause string The filter part of a QBO query. Example: "DocNumber = '1001'" or "TotalAmt > '500.00'". 
curl -X POST https://toolstream.dev/v1/tools/execute \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
  "connection_name": "YOUR_CONNECTION_NAME",
  "tool_call": {
    "name": "quickbooks_tool.find_invoices",
    "arguments": {
      "filter_clause": {
        "type": "string",
        "description": "The filter part of a QBO query. Example: \"DocNumber = '1001'\" or \"TotalAmt > '500.00'\"."
      }
    }
  }
}'
import requests
import json

API_KEY = "YOUR_API_KEY"
TOOLSTREAM_URL = "https://toolstream.dev/v1/tools/execute"

payload = {
  "connection_name": "YOUR_CONNECTION_NAME",
  "tool_call": {
    "name": "quickbooks_tool.find_invoices",
    "arguments": {
      "filter_clause": {
        "type": "string",
        "description": "The filter part of a QBO query. Example: \"DocNumber = '1001'\" or \"TotalAmt > '500.00'\"."
      }
    }
  }
}

headers = {
    "Authorization": f"Bearer {API_KEY}",
    "Content-Type": "application/json"
}

response = requests.post(TOOLSTREAM_URL, headers=headers, data=json.dumps(payload))

if response.status_code == 200:
    result = response.json()
    print(json.dumps(result, indent=2))
else:
    print(f"Error: {response.status_code}")
    print(response.text)

quickbooks_tool.find_items

Searches for products and services (items) in QuickBooks.

Parameters

NameTypeDescription
filter_clause string The filter part of a QBO query. Example: "Name LIKE 'Consulting%'" or "Active = true" for all active items. 
curl -X POST https://toolstream.dev/v1/tools/execute \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
  "connection_name": "YOUR_CONNECTION_NAME",
  "tool_call": {
    "name": "quickbooks_tool.find_items",
    "arguments": {
      "filter_clause": {
        "type": "string",
        "description": "The filter part of a QBO query. Example: \"Name LIKE 'Consulting%'\" or \"Active = true\" for all active items."
      }
    }
  }
}'
import requests
import json

API_KEY = "YOUR_API_KEY"
TOOLSTREAM_URL = "https://toolstream.dev/v1/tools/execute"

payload = {
  "connection_name": "YOUR_CONNECTION_NAME",
  "tool_call": {
    "name": "quickbooks_tool.find_items",
    "arguments": {
      "filter_clause": {
        "type": "string",
        "description": "The filter part of a QBO query. Example: \"Name LIKE 'Consulting%'\" or \"Active = true\" for all active items."
      }
    }
  }
}

headers = {
    "Authorization": f"Bearer {API_KEY}",
    "Content-Type": "application/json"
}

response = requests.post(TOOLSTREAM_URL, headers=headers, data=json.dumps(payload))

if response.status_code == 200:
    result = response.json()
    print(json.dumps(result, indent=2))
else:
    print(f"Error: {response.status_code}")
    print(response.text)

quickbooks_tool.create_invoice

Creates a new invoice for a customer.

Parameters

NameTypeDescription
customer_id integer The ID of the customer to invoice.
line_items array A list of items to include on the invoice. 
curl -X POST https://toolstream.dev/v1/tools/execute \
-H "Authorization: Bearer YOUR_API_KEY" \
-H "Content-Type: application/json" \
-d '{
  "connection_name": "YOUR_CONNECTION_NAME",
  "tool_call": {
    "name": "quickbooks_tool.create_invoice",
    "arguments": {
      "customer_id": {
        "type": "integer",
        "description": "The ID of the customer to invoice."
      },
      "line_items": {
        "type": "array",
        "description": "A list of items to include on the invoice.",
        "items": {
          "type": "object",
          "properties": {
            "item_id": {
              "type": "integer",
              "description": "The ID of the product or service item."
            },
            "quantity": {
              "type": "number",
              "description": "The quantity of the item."
            },
            "unit_price": {
              "type": "number",
              "description": "The price per unit of the item."
            },
            "description": {
              "type": "string",
              "description": "Optional. A custom description for this line item."
            }
          },
          "required": [
            "item_id",
            "quantity",
            "unit_price"
          ]
        }
      }
    }
  }
}'
import requests
import json

API_KEY = "YOUR_API_KEY"
TOOLSTREAM_URL = "https://toolstream.dev/v1/tools/execute"

payload = {
  "connection_name": "YOUR_CONNECTION_NAME",
  "tool_call": {
    "name": "quickbooks_tool.create_invoice",
    "arguments": {
      "customer_id": {
        "type": "integer",
        "description": "The ID of the customer to invoice."
      },
      "line_items": {
        "type": "array",
        "description": "A list of items to include on the invoice.",
        "items": {
          "type": "object",
          "properties": {
            "item_id": {
              "type": "integer",
              "description": "The ID of the product or service item."
            },
            "quantity": {
              "type": "number",
              "description": "The quantity of the item."
            },
            "unit_price": {
              "type": "number",
              "description": "The price per unit of the item."
            },
            "description": {
              "type": "string",
              "description": "Optional. A custom description for this line item."
            }
          },
          "required": [
            "item_id",
            "quantity",
            "unit_price"
          ]
        }
      }
    }
  }
}

headers = {
    "Authorization": f"Bearer {API_KEY}",
    "Content-Type": "application/json"
}

response = requests.post(TOOLSTREAM_URL, headers=headers, data=json.dumps(payload))

if response.status_code == 200:
    result = response.json()
    print(json.dumps(result, indent=2))
else:
    print(f"Error: {response.status_code}")
    print(response.text)