# QuickBooks invoicing from Claude and ChatGPT: controls kit

Agents Finance, 10 November 2026. Explained in:
- EN https://agentsfinance.io/entries/guide-quickbooks-claude-chatgpt-invoicing-controls-2026/
- ES https://agentsfinance.io/es/entradas/guia-quickbooks-facturas-claude-chatgpt-controles-2026/

Licence of our files: MIT-0. Intuit's README of the pilot MCP server has no licence; we only list tool names and
scopes as facts, with a link to the source.

| File | What it is |
|---|---|
| `qbo-ai-routes-2026-11-10.csv` | The 7 ways AI reaches QuickBooks invoicing, with Intuit's own status label (GA / beta / pilot), checked 10 Nov 2026 |
| `qbo-mcp-pilot-tools.csv` | The 24 tools of Intuit's hosted MCP pilot (repo IntuitDeveloper/intuit-3p-ai-pilot, commit f42172a, 11 Aug 2026) with action type and our suggested control |
| `chat_invoice_review.py` | Daily second look at invoices: duplicates, new customers, unknown email, unusual amounts, bulk chat days (Python 3.9+, standard library) |
| `invoices.example.csv`, `customers.example.csv` | Fictitious data (all `.example` domains) |
| `flags.example.csv` | Output of the script on the example data |
| `assistant-instructions.en.md` / `.es.md` | Rules to paste into a Claude or ChatGPT project |

## Run it

```bash
python3 chat_invoice_review.py --self-test
python3 chat_invoice_review.py invoices.example.csv customers.example.csv --out flags.csv
# exit code 0 = no high flags, 1 = at least one high flag, 2 = bad input
```

Build `invoices.csv` from a QuickBooks invoice list export (number, date, customer, total, email, status) and add
the `source` column yourself (`chat` / `ui`) from the Intuit Intelligence audit log or your own notes. Build
`customers.csv` from the customer contact list (name, email(s), and the date the customer was added; if your export has no such column, take it from the audit log). Column names must match the header
of the example files. Tested only with the fictitious data in this folder; not tested against a live QuickBooks file.