How to Connect Claude, ChatGPT, or Any AI Agent to QuickBooks Online

DeepLedger connects your QuickBooks Online account directly to the AI assistant you already use. Once connected, you can ask questions about your books, categorize transactions, run reconciliations, and close the month through conversation, with every action logged.

Setup takes two steps in either assistant. No API keys, no configuration files.

Before You Start

You need two things:

1. A DeepLedger account with QuickBooks connected. Sign up at deepledger.ai and connect your QuickBooks Online company through Intuit's official OAuth flow. The first month is free, no credit card required.
2. An AI plan that supports connections. In Claude this feature is called custom connectors; in ChatGPT it lives under apps. If you don't see the menus below, check whether your plan includes them.

Connect with Claude

1. Open Claude and go to Settings → Connectors → Add custom connector
2. Enter a name (e.g. DeepLedger) and paste the URL:

   https://mcp.deepledger.ai/mcp
   

3. Claude redirects you to a sign-in page: log in with your DeepLedger account and select your QuickBooks organization
4. Done. Claude stays connected to that organization across sessions

Connect with ChatGPT

1. Open ChatGPT and go to Settings → Apps → Create
2. Enter a name (e.g. DeepLedger) and paste the URL:

   https://mcp.deepledger.ai/mcp
   

3. ChatGPT redirects you to a sign-in page: log in with your DeepLedger account and select your QuickBooks organization
4. Done. Your session stays connected

Connect Claude Code to QuickBooks

One command in the terminal:

claude mcp add --transport http deepledger https://mcp.deepledger.ai/mcp

The first time Claude Code touches a DeepLedger tool it walks you through the same OAuth sign-in, then your books are available in every coding session. Claude Desktop works like claude.ai: Settings → Connectors → Add custom connector, same URL.

Connect LangChain, CrewAI, or Another Agent Framework

Agent frameworks run headless, so instead of the interactive sign-in they authenticate with an API key: create one in the DeepLedger portal under Settings → API Keys, then pass it as an Authorization header alongside the same server URL.

• LangChain: the official MCP adapters (langchain-mcp-adapters) take a Streamable HTTP server entry with the URL and the header; every DeepLedger tool then loads as a LangChain tool.
• CrewAI: crewai-tools' MCP adapter accepts the same URL-plus-header configuration and exposes the tools to your crew.
• Anything else that speaks MCP (LlamaIndex, a custom agent, another framework) uses the JSON form of the same configuration:

{
  "mcpServers": {
    "deepledger": {
      "type": "http",
      "url": "https://mcp.deepledger.ai/mcp",
      "headers": {
        "Authorization": "Bearer dl_live_..."
      }
    }
  }
}

Each key is scoped to one QuickBooks organization, can be set to expire, and can be revoked from the portal at any moment, and every call the framework makes is logged the same way the chat clients are.

What You Can Do After Connecting

Once connected, just ask. A few requests that work on day one:

• "Show me all uncategorized transactions from last month"
• "What's my net profit for Q1?"
• "Categorize these expenses and flag anything over $500 for my review"
• "Reconcile the bank feed for May and tell me what needs attention"
• "Run the June close and propose any adjusting entries"

Your AI works against your live QuickBooks data through 23 structured, permissioned tools. It reads, proposes, and records (flagging anything it's unsure about to your task list), and everything it does is logged, so you keep a full audit trail.

How Access Works, and How to Turn It Off

The connection is a scoped OAuth grant, not a shared password or an API key sitting in a file. Each team member connects under their own DeepLedger account, so QuickBooks' native audit log records the actual person whose connection was used.

Leaving is as simple as arriving: remove the connector inside Claude or ChatGPT to stop that client, or revoke the grant from DeepLedger to cut off every connected client at once. Nothing is installed on your machine, so there is nothing to uninstall.

If Something Doesn't Work

• The assistant doesn't show any QuickBooks tools. Make sure your DeepLedger organization has QuickBooks connected first; the connector only exposes tools for an organization with a live QuickBooks link. Removing and re-adding the connector forces a fresh handshake.
• You manage several client companies. The connection is scoped to the organization you select at sign-in. Your other companies stay available in the DeepLedger portal, and team members can each connect to the organizations they work in.
• The sign-in page loops or errors. Sign in to deepledger.ai directly first, confirm your account works, then retry the connector setup.

Still stuck? Reach out from your DeepLedger dashboard and we'll get you sorted.

DeepLedger connects QuickBooks Online to Claude, ChatGPT, and any MCP-capable agent, with scoped OAuth, human review built into the workflow, and a complete audit trail. The first month is free, no credit card required.

Create your DeepLedger account or read how the whole system works.