Integration
Connect QuickBooks Online and Resource Guru
When something happens in QuickBooks Online or Resource Guru, your agent does the next thing in the other. Describe it 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 QuickBooks Online and Resource Guru to do together?
Ask the assistant
Connect your AI client
Give your AI client this address.
https://mcp.apiant.aiAny 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)Example flows
What QuickBooks Online and Resource Guru can do together
From QuickBooks Online to Resource Guru
When New bill in QuickBooks Online
then Create Booking in Resource Guru
When New customer in QuickBooks Online
then Create Client in Resource Guru
From Resource Guru to QuickBooks Online
When New or Updated Booking in Resource Guru
then Create account in QuickBooks Online
When New or Updated Client in Resource Guru
then Create bill in QuickBooks Online
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 QuickBooks Online and Resource Guru
Triggers and actions 16 triggers · 71 actions
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.
Trigger
New or Updated BookingTriggers when a new booking is created and/or a booking is updated.
Trigger
New or Updated ClientTriggers when a new client is created and/or a client is updated.
Trigger
New or Updated ProjectTriggers when a new project is created and/or when a project is updated.
Trigger
New or Updated ResourceTriggers when a new resource is created and/or when a resource is updated.
Trigger
New or Updated Time Off EventTriggers when a time off event is created and/or a time off event is updated.
Action
Create BookingCreates a new booking for one or more resources in Resource Guru.
Action
Create ClientCreates a new client in a Resource Guru account.
Action
Create ProjectCreates a new project.
Action
Create ResourceCreates a new resource (person, placeholder, meeting room, vehicle or other resource type) in a Resource Guru account. The new resource gets the account's default availability unless working hours are supplied.
Action
Create Time Off EventCreates a time off (downtime) event for one or more resources in Resource Guru.
Action
Delete bookingDeletes a booking, or a single date or set of occurrences of a repeating booking.
Action
Delete clientDeletes a client from a Resource Guru account.
Action
Delete projectDeletes a project from a Resource Guru account.
Action
Delete resourceDeletes a resource. Future bookings the resource booked are transferred to the connected user, and future bookings of the resource are deleted.
Action
Delete time off eventDeletes a time off event (downtime) from a Resource Guru account.
Action
Get bookingGet one booking by id.
Action
Get clientReturns a specific client by its ID.
Action
Get projectReturns a specific project by its id, including its client, team, activity types and custom field values.
Action
Get resourceReturns the details of a specific resource (person, meeting room, vehicle, etc.) in a Resource Guru account.
Action
Get time off eventReturns a single time off (downtime) event by its id.
Action
List bookingsList bookings.
Action
List clientsLists the clients in a Resource Guru account. Active clients only by default; optionally include archived and deleted clients.
Action
List projectsReturns every active project in a Resource Guru account, optionally including archived and deleted projects.
Action
List resourcesReturns the active resources (people, rooms, equipment and other bookable resources) in a Resource Guru account.
Action
List time off eventsLists time off (downtime) events in a Resource Guru account, optionally filtered by resource, booker and date range.
Action
List usersReturns every user on the Resource Guru account, both active and deleted.
Action
Update BookingUpdates an existing booking by ID.
Action
Update ClientUpdates an existing client in Resource Guru. Only the fields you fill in are changed.
Action
Update ProjectUpdate an existing project in Resource Guru. Only the fields you fill in are changed.
Action
Update ResourceUpdates an existing resource.
Action
Update Time Off EventUpdates a time off event.
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
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Questions
QuickBooks Online and Resource Guru, answered
What can start an automation from QuickBooks Online?
Any of QuickBooks Online's 11 triggers in the catalog, including New bill, New customer, New estimate and New invoice. Describe the moment in plain language and your agent picks the right one.
What can your agent do in Resource Guru when something happens in QuickBooks Online?
Any of Resource Guru's 26 actions, including Create Booking, Create Client, Create Project and Create Resource. Your agent maps the data both ways and tests every scenario before it ships.
Can it also run from Resource Guru to QuickBooks Online?
Yes. When something happens in Resource Guru, your agent can act in QuickBooks Online too. This page covers both directions: Resource Guru's triggers and QuickBooks Online's actions are listed here as well.
Do I have to build a connector for QuickBooks Online or Resource Guru?
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.
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.