categorize-transactionsCategorize QuickBooks pending transactions with QuickBooks Labs. Reads the Pending rows of each connected bank or card account with QuickBooks' suggestions, records a category, split, transfer or match for each row as proposals on a run card, posts them only after the user's yes, and reports what po
configureSet up QuickBooks Labs. Connects QuickBooks, shows bank and card balances with a bank connect button, then offers the top next job as one yes-or-no question. Runs the same setup as /onboard. Use when the user invokes /configure or on first plugin run.
connect-bankOpens the QuickBooks Labs connection status MCP App for the active QuickBooks company. Use only when the user invokes /connect-bank or /quickbooks-labs:connect-bank.
create-reportsCreate Claude Artifacts containing QuickBooks financial reports and visualizations from QuickBooks Labs, either live pages that rerun the report through the QuickBooks Labs connector each time they open or fixed snapshots, and optionally schedule recurring updates. Use whenever the user invokes /cre
onboardConnect bank and card accounts to QuickBooks with QuickBooks Labs, then offer one next job: categorize waiting transactions, reconcile an account to its statement, or run a business health report. Use when the user invokes /onboard or asks to set up, get started, sign up for QuickBooks, or onboard Q
qb-labs-feedbackSend the user's feedback about the QuickBooks Labs MCP connector itself (its tools, skills and results) to the team that builds it, with one feedback_send call. Use when the user invokes /qb-labs-feedback, asks to give feedback on or report a problem with QuickBooks Labs, says one of its results was
reconcileReconcile a QuickBooks bank or credit-card account to its statement with QuickBooks Labs. Picks the account, takes the statement ending date and balance, begins only after a yes to those figures, opens the worksheet when available or ticks lines in chat when it is not, and finishes or reports the re
review-bank-feedOpens the QuickBooks Labs bank feed MCP App for the active QuickBooks company. Use only when the user invokes /review-bank-feed or /quickbooks-labs:review-bank-feed.
switch-companyOpens the QuickBooks company picker MCP App. Use only when the user invokes /switch-company or /quickbooks-labs:switch-company.