Files
Salon_Assistant/docs/providers/quickbooks.md
T
Ty d6b74c42f6 Implement S7 operator connect helpers for SaaS and channels.
Add dry-run-default connect dispatcher and per-integration scripts with gitignored local capability state, docs, and unit tests. Mutations require --apply and use nemohermes/openshell only.
2026-07-27 13:32:42 -07:00

2.0 KiB

QuickBooks Online

Status: Connect script implemented. Design: design/mcp-integrations.md.

  • Agent path: local QBO MCP on Docker network with Hermes.
  • Allow: P&L/reports, invoice/bill/vendor/customer read, company info.
  • Deny: payment/bill_payment tools; write/update/delete off for MVP.
  • Connect: operator scripts/connect/connect-quickbooks.sh.

Connect procedure

# Preview (default)
./scripts/connect.sh quickbooks --dry-run

# Execute (prompts for credentials)
./scripts/connect.sh quickbooks --apply

What the script does

  1. Dry-run: Shows MCP image, container name, Docker network, allowed/denied tools.
  2. Apply:
    • Prompts for QBO Client ID, Client Secret, Access Token, Realm ID.
    • Stores credentials via openshell provider set qbo-*.
    • Registers MCP server type via nemohermes config set.
    • Applies tool allowlist (read-only) and denylist (payment/write tools).
    • Records status in .local/capability_state.json.
    • Provides guidance for starting the MCP container.

Owner steps (browser only)

  1. Create a QBO application at developer.intuit.com.
  2. Complete OAuth flow to obtain Client ID, Client Secret, and Access Token.
  3. Note the Realm ID (company ID).
  4. Provide credentials to the operator.

Tool filters

Allowed (read) Denied
get_report create_payment
search_invoice bill_payment
get_invoice create_invoice
search_bill update_invoice
get_bill delete_invoice
search_vendor create_bill
get_vendor update_bill
search_customer delete_bill
get_customer
get_company_info

MCP container

The QBO MCP server runs as a Docker container on the same network as Hermes:

  • Image: ghcr.io/intuit/quickbooks-online-mcp-server:latest
  • Container: lumina-qbo-mcp
  • Network: lumina-network