Integration
Connect OpenAI and QuickBooks Online
When New batch fires in OpenAI, your agent runs Find customer by name in QuickBooks Online, or New customer in QuickBooks Online to Send model a message in OpenAI. Describe the whole flow and it is built, tested on every scenario and kept running.
What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it.
Build solutions, not workarounds.
What do you want OpenAI and QuickBooks Online to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiOne connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser.
Set it up in your client
Claude Code
Run this in the directory you want to work in.
claude mcp add --transport http -s project apiant-ai https://mcp.apiant.aiStart Claude Code there, approve the server, and sign in in the browser page it opens.
Claude Code guide (opens in a new tab)Claude, web and desktop
Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first.
Setup guide (opens in a new tab)Cursor
Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser.
Setup guide (opens in a new tab)Zed
Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server.
Setup guide (opens in a new tab)Codex and the ChatGPT desktop app
Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in.
Setup guide (opens in a new tab)Any other MCP client
Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection.
Setup guide (opens in a new tab)OpenAI and QuickBooks Online cover different halves of the same work: the books hold customers, invoices, items and bills, while OpenAI writes text, makes embeddings and handles files. Joining them lets invoice summaries, product descriptions and customer notes come from a model and land on the right QuickBooks Online record, without retyping.
Example flows
What OpenAI and QuickBooks Online can do together
From OpenAI to QuickBooks Online
When New batch in OpenAI
then Find customer by name in QuickBooks Online
When New file in OpenAI
then Create customer in QuickBooks Online
From QuickBooks Online to OpenAI
When New customer in QuickBooks Online
then Send model a message in OpenAI
When New invoice in QuickBooks Online
then Create message in OpenAI
Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships.
Everything your agent can do with OpenAI and QuickBooks Online
Triggers and actions 16 triggers · 114 actions
Trigger
New batchList your organization's batches.
Trigger
New fileReturns a list of files.
Trigger
New modelLists the currently available models.
Trigger
New vector storeReturns a list of vector stores.
Trigger
New videoList recently generated videos for the current project.
Action
Cancel batchCancels an in-progress batch.
Action
Cancel runCancels a run that is in_progress.
Action
Cancel vector store file batchCancel a vector store file batch.
Action
Content moderationClassifies text for hate, harassment, self-harm, sexual, and violence categories using the Moderations API.
Action
Count input tokensReturns input token counts of the request.
Action
Create assistantCreate an assistant with a model and instructions.
Action
Create chat completionSends a list of chat messages to a model via the Chat Completions API and returns the assistant's reply.
Action
Create completionCreates a completion for the provided prompt and parameters.
Action
Create embeddingGenerates a vector embedding for input text using an embeddings model (e.g. text-embedding-3-small).
Action
Create messageCreate a message.
Action
Create runCreate a run.
Action
Creates and executes a batch from an uploaded file of requestsCreates and executes a batch from an uploaded file of requests
Action
Create threadCreate a thread.
Action
Create thread and runCreate a thread and run it in one request.
Action
Create vector storeCreate a vector store.
Action
Create vector store fileCreate a vector store file by attaching a File to a vector store.
Action
Create vector store file batchCreate a vector store file batch.
Action
Create video edit jobCreate a new video generation job by editing a source or existing generated video.
Action
Create video extensionCreate an extension of a completed video.
Action
Create video generation jobCreate a new video generation job from a prompt and optional reference assets.
Action
Create video remixCreate a remix of a completed video using a refreshed prompt.
Action
Delete assistantDelete an assistant.
Action
Delete eval runDelete an eval run.
Action
Delete fileDelete a file and remove it from all vector stores.
Action
Delete messageDeletes a message.
Action
Delete threadDelete a thread.
Action
Delete vector storeDelete a vector store.
Action
Delete vector store fileDelete a vector store file (removes from store, file itself not deleted).
Action
Delete videoPermanently delete a completed or failed video and its stored assets.
Action
Download video contentDownload the generated video bytes or a derived preview asset.
Action
Edit imageCreates an edited or extended image given one or more source images and a prompt.
Action
Generate imageGenerates an image from a text prompt using gpt-image-1 / DALL-E and returns the image URL or base64 data.
Action
Generate speechConverts text into spoken audio using a TTS model and the selected voice. Returns audio bytes.
Action
Get assistantRetrieves an assistant.
Action
Get batchRetrieves a batch.
Action
Get fileReturns information about a specific file.
Action
Get file contentReturns the contents of the specified file.
Action
Get messageRetrieve a message.
Action
Get modelRetrieves a model instance.
Action
Get runRetrieves a run.
Action
Get run stepRetrieves a run step.
Action
Get threadRetrieves a thread.
Action
Get vector storeRetrieves a vector store.
Action
Get vector store fileRetrieves a vector store file.
Action
Get vector store file batchRetrieves a vector store file batch.
Action
Get vector store file contentRetrieve the parsed contents of a vector store file.
Action
Get videoFetch the latest metadata for a generated video.
Action
List conversation itemsList all items for a conversation with the given ID.
Action
List filesLists files that have been uploaded to your OpenAI account.
Action
List messagesReturns a list of messages for a given thread.
Action
List modelsLists the models currently available to your account.
Action
List runsReturns a list of runs belonging to a thread.
Action
List run stepsReturns a list of run steps belonging to a run.
Action
List vector store file batch filesReturns a list of vector store files in a batch.
Action
List vector store filesReturns a list of vector store files.
Action
OpenAI agent messageRuns one AI agent turn on OpenAI and returns the model's reply. The turn is billed to the OpenAI account connected on this step, and the agent can call the account's AI tool automations.
Action
Retrieve responseRetrieves a previously created model response by its Response ID.
Action
Search vector storeSearch a vector store for relevant chunks based on a query and filter.
Action
Send model a messageSends a message to an OpenAI model via the Responses API and emits its response. Returns a Response ID usable as previous_response_id for multi-turn conversations.
Action
Submit tool outputs to runSubmit tool outputs when a run requires action.
Action
Transcribe audioTranscribes audio into the input language.
Action
Translate audioTranslates audio into English.
Action
Update assistantModifies an assistant.
Action
Update messageModifies a message.
Action
Update runModifies a run.
Action
Update threadModifies a thread.
Action
Update vector storeModifies a vector store.
Action
Update vector store file attributesUpdate attributes on a vector store file.
Action
Upload fileUpload a file that can be used across various endpoints.
Trigger
New billPolls for newly created bills (accounts payable), most recent first.
Trigger
New customerPolls for newly created customers, most recent first.
Trigger
New estimateFires when a new estimate is created in QuickBooks Online.
Trigger
New invoicePolls for newly created invoices, most recent first.
Trigger
New or updated customerFires when a QuickBooks customer is created or any of its details change.
Trigger
New or updated estimateFires when a QuickBooks estimate is created or edited.
Trigger
New or updated invoiceFires when a QuickBooks invoice is created or edited — line items, amounts, due date, or status.
Trigger
New or updated itemFires when a QuickBooks product or service item is created or edited.
Trigger
New or updated vendorFires when a QuickBooks vendor is created or any of its details change.
Trigger
New paid invoicePolls for invoices that are fully paid (Balance = 0), most recently updated first.
Trigger
New paymentPolls for newly created customer payments, most recent first.
Action
Create accountCreate an account in the QuickBooks chart of accounts — name, account type, and detail type.
Action
Create billCreates a new bill (accounts payable) for a vendor with a single account-based line item.
Action
Create credit memoCreates a new credit memo for a customer with a single line item.
Action
Create customerCreates a new customer in QuickBooks Online.
Action
Create estimateCreate a QuickBooks Online estimate (quote) for a customer.
Action
Create expense (purchase)Creates a new expense (Purchase) paid from a bank/credit-card account with one account-based line.
Action
Create invoiceCreates a new invoice for a customer with a single line item.
Action
Create item (product/service)Creates a new product or service item.
Action
Create journal entryCreate a QuickBooks journal entry with balanced debit and credit lines against the chart of accounts.
Action
Create paymentRecords a customer payment, optionally applied against a specific invoice.
Action
Create refund receiptCreates a new refund receipt for a customer with a single line item.
Action
Create sales receiptCreates a new sales receipt for a customer with a single line item.
Action
Create vendorCreates a new vendor in QuickBooks Online.
Action
Delete billPermanently delete a QuickBooks bill by Id.
Action
Delete credit memoPermanently delete a QuickBooks credit memo by Id.
Action
Delete estimatePermanently delete a QuickBooks estimate by Id.
Action
Delete invoicePermanently delete a QuickBooks invoice by Id. Unlike voiding, this removes the transaction entirely.
Action
Delete sales receiptPermanently delete a QuickBooks sales receipt by Id.
Action
Find account by nameLook up an account in the QuickBooks chart of accounts by its name.
Action
Find customer by nameSearches for a customer by display name and returns its Id and SyncToken.
Action
Find invoice by numberLook up a QuickBooks invoice by its document number (the invoice number customers see) rather than its internal Id.
Action
Find item by nameLook up a QuickBooks product or service item by its name.
Action
Find vendor by nameLook up a QuickBooks Online vendor by display name.
Action
Get bill balanceReturns the outstanding balance for a bill by its Id.
Action
Get customer by IDRetrieves a single customer by its Id.
Action
Get estimate by IDRetrieve a QuickBooks Online estimate by its ID.
Action
Get estimate PDFDownload the rendered PDF of a QuickBooks estimate by Id.
Action
Get invoice by IDRetrieves a single invoice by its Id, including its balance.
Action
Get invoice PDFDownload the rendered PDF of a QuickBooks invoice by Id, for emailing or archiving.
Action
List accountsList the accounts in the QuickBooks chart of accounts, with their type, detail type, and current balance.
Action
List attachmentsList the files attached to a QuickBooks transaction or record, with their download links.
Action
List employeesList employees recorded in QuickBooks Online.
Action
List itemsList products and services (items) defined in QuickBooks Online.
Action
Pay billRecords a bill payment against a vendor bill, paid from the specified bank/credit-card account.
Action
Run queryRuns an arbitrary read-only QuickBooks Online query (QBO SQL-like syntax) and returns the raw QueryResponse.
Action
Send estimateEmail a QuickBooks Online estimate to the customer.
Action
Send invoiceEmails an invoice to the supplied email address (or the invoice's billing email if omitted).
Action
Update customerUpdates an existing customer (sparse update). Requires the customer Id and current SyncToken.
Action
Update estimateUpdate an existing QuickBooks estimate by Id, changing only the fields supplied.
Action
Update invoiceUpdate an existing QuickBooks invoice by Id — a sparse update that changes only the fields supplied and leaves the rest of the invoice intact.
Action
Update itemUpdate an existing QuickBooks product or service item by Id — name, description, price, income account, or active flag.
Action
Update vendorUpdate an existing QuickBooks vendor by Id — contact details, billing address, terms, or active flag.
Action
Upload attachmentUpload a file to QuickBooks and attach it to a transaction or record — a receipt on an expense, a contract on an invoice.
Action
Void invoiceVoids an existing invoice. Requires the invoice Id and current SyncToken.
Action
Void paymentVoids an existing customer payment. Requires the payment Id and current SyncToken.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
Reviews
What our customers say
More from OpenAI
OpenAI to HubSpotHubSpot is your all-in-one stop for all of your marketing software needs.
OpenAI to SalesforceSalesforce is a leading enterprise customer relationship management (CRM) platform.
OpenAI to SlackSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
OpenAI to StripeStripe is a payment processing platform for online businesses.
OpenAI to PipedrivePipedrive is a sales CRM and pipeline management tool.
OpenAI to TrelloTrello is a visual collaboration tool that organizes projects into boards, lists, and cards.
More into QuickBooks Online
HubSpot to QuickBooks OnlineHubSpot is your all-in-one stop for all of your marketing software needs.
Slack to QuickBooks OnlineSlack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...
Google Sheets to QuickBooks OnlineGoogle Sheets
Gmail to QuickBooks OnlineGmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...
Google Calendar to QuickBooks OnlineGoogle Calendar is a time management tool providing scheduling features, event reminders, and integration...
Google Drive to QuickBooks OnlineGoogle Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...
Questions
OpenAI and QuickBooks Online, answered
Can a model write text that ends up on a QuickBooks record?
Yes. Ask OpenAI with Send model a message or Create chat completion, then use the result in QuickBooks Online actions such as Send invoice, Update invoice or Update item. The agent tests each scenario with your own records before it goes live.
What happens with files created in OpenAI?
The New file trigger in OpenAI can start a run, and Upload attachment in QuickBooks Online puts that file on an invoice, expense or other record. You can also use List attachments to see what is already attached to a transaction.
What can start an automation from OpenAI?
Any of OpenAI's 5 triggers in the catalog, including New batch, New file, New model and New vector store. Describe the moment in plain language and your agent picks the right one.
What can your agent do in QuickBooks Online when something happens in OpenAI?
Any of QuickBooks Online's 45 actions, including Create expense (purchase), Find customer by name, Upload attachment and Create account. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from QuickBooks Online to OpenAI?
Yes. When something happens in QuickBooks Online, your agent can act in OpenAI too. This page covers both directions: QuickBooks Online's triggers and OpenAI's actions are listed here as well.
Do I have to build a connector for OpenAI or QuickBooks Online?
No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running.
Can my AI client use OpenAI and QuickBooks Online without building an automation?
Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both.
What happens when something fails?
Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships.
Is there a free plan?
Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.