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feat(quickbooks-online): add Intuit QuickBooks skills - #757
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Co-authored-by: Cursor <cursoragent@cursor.com>
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| | Code | Meaning | What to tell the user | Resolution (re-call) | | ||
| |---|---|---|---| | ||
| | MCP-0020 | Pending bank-payment match | "Invoice #X may already be paid — there's a pending bank match." **Never say it IS paid.** | `pending_match_confirmed=true` **sends those invoices anyway** (they are eligible) | | ||
| | MCP-0021 | Invoice appears already paid | "Invoice #X appears already paid. Send the reminder anyway?" | `already_paid_confirmed=true` **drops** the held invoices and sends the rest | |
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Already-paid confirm drops invoices
Medium Severity · Logic Bug
The MCP-0021 hold tells the user the invoice appears paid and asks whether to send the reminder anyway, but already_paid_confirmed=true drops those invoices and sends only the rest. A yes therefore skips the reminders the user just approved.
Reviewed by Cursor Bugbot for commit 1b5e36c. Configure here.
| **Bulk sends - group by tone in confirmation:** | ||
| - All bulk reminders use the same QBO template (custom text is not allowed for bulk) | ||
| - BUT the confirmation table MUST group invoices by aging bucket so the user sees which tones apply | ||
| - Add a "Tone" column showing: Gentle (1-30), Standard (31-60), Firm (61-90), or **Urgent** (91+) |
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Conflicting bulk reminder tone guidance
Low Severity · Logic Bug
Bulk reminder confirmation is told both to add a per-invoice Tone column and to omit it because every invoice uses the same QuickBooks template. Agents will flip between those UIs, and a Tone column implies custom wording that the send path cannot apply.
Additional Locations (2)
Reviewed by Cursor Bugbot for commit 1b5e36c. Configure here.


Summary
Adds the skills from Intuit's QuickBooks plugin to the
quickbooks-onlineplugin and bumps it to 1.2.0.business-health-check,industry-benchmark,chase-overdue-invoices,email-to-estimate-invoice,payroll-help,analyze-payroll-cost,payroll-employee-onboarding,set-base-pay,lending.setupskill only covers claude.ai connectors and Claude Code's/mcp, so it's replaced byquickbooks-setup, which covers installing the plugin and signing in to Intuit in Cursor.skills/LICENSE.plugin.jsonnow declares"skills": "./skills/". The description is updated inplugin.jsonandmarketplace.json, and the README and CHANGELOG are updated.Notes for review
qbo_payroll_*,qbo_lending_*, the*_textreport variants) againstmcp-e2e.quickbooks.intuit.com. It's the same Intuit server, but they're worth a check after connecting.business-health-checkandindustry-benchmarkfinish by calling widget tools (business_health_check_widget,industry_benchmark_widget), so their output depends on Cursor displaying those widgets.Test plan
node scripts/validate-plugins.mjsMade with Cursor
Note
Medium Risk
Expands the plugin from mostly read-only MCP access to agent workflows that can send customer emails, create sales documents, and change payroll data when the user confirms—financial and PII-adjacent actions worth validating against live Intuit tools and widget support.
Reviewed by Cursor Bugbot for commit 1b5e36c. Bugbot is set up for automated code reviews on this repo. Configure here.