Ty
d6b74c42f6
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.
60 lines
2.0 KiB
Markdown
60 lines
2.0 KiB
Markdown
# QuickBooks Online
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**Status:** Connect script implemented. Design: [design/mcp-integrations.md](../../design/mcp-integrations.md).
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- **Agent path:** local QBO MCP on Docker network with Hermes.
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- **Allow:** P&L/reports, invoice/bill/vendor/customer read, company info.
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- **Deny:** payment/bill_payment tools; write/update/delete off for MVP.
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- **Connect:** operator `scripts/connect/connect-quickbooks.sh`.
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## Connect procedure
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```bash
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# Preview (default)
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./scripts/connect.sh quickbooks --dry-run
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# Execute (prompts for credentials)
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./scripts/connect.sh quickbooks --apply
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```
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### What the script does
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1. **Dry-run:** Shows MCP image, container name, Docker network, allowed/denied tools.
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2. **Apply:**
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- Prompts for QBO Client ID, Client Secret, Access Token, Realm ID.
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- Stores credentials via `openshell provider set qbo-*`.
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- Registers MCP server type via `nemohermes config set`.
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- Applies tool allowlist (read-only) and denylist (payment/write tools).
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- Records status in `.local/capability_state.json`.
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- Provides guidance for starting the MCP container.
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### Owner steps (browser only)
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1. Create a QBO application at [developer.intuit.com](https://developer.intuit.com).
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2. Complete OAuth flow to obtain Client ID, Client Secret, and Access Token.
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3. Note the Realm ID (company ID).
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4. Provide credentials to the operator.
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### Tool filters
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| Allowed (read) | Denied |
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|----------------|--------|
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| `get_report` | `create_payment` |
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| `search_invoice` | `bill_payment` |
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| `get_invoice` | `create_invoice` |
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| `search_bill` | `update_invoice` |
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| `get_bill` | `delete_invoice` |
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| `search_vendor` | `create_bill` |
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| `get_vendor` | `update_bill` |
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| `search_customer` | `delete_bill` |
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| `get_customer` | |
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| `get_company_info` | |
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### MCP container
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The QBO MCP server runs as a Docker container on the same network as Hermes:
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- **Image:** `ghcr.io/intuit/quickbooks-online-mcp-server:latest`
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- **Container:** `lumina-qbo-mcp`
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- **Network:** `lumina-network`
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