{
  "schema_version": "2024-11-05",
  "name": "qbo-maker",
  "title": "QBO Maker, CSV to QuickBooks converter",
  "description": "Convert bank transaction data into QuickBooks-ready .QBO (Web Connect), Quicken .QFX, generic .OFX, or QuickBooks 3-column CSV. Scope note: this MCP server / hosted Convert API accepts a transactions ARRAY (not files) and outputs QBO/QFX/OFX/CSV. The public web tool (qbomaker.com) additionally accepts CSV, Excel and text-based PDF files and runs a balance-reconciliation check, all client-side; PDF and Excel parsing are web-tool-only.",
  "version": "1.0.0",
  "vendor": {
    "name": "QBO Maker",
    "url": "https://qbomaker.com"
  },
  "homepage": "https://qbomaker.com",
  "documentation": "https://qbomaker.com/api.html",
  "openapi": "https://qbomaker.com/api/openapi.json",
  "endpoint": "https://api.qbomaker.com/mcp",
  "transport": "http",
  "contact": "support@qbomaker.com",
  "capabilities": {
    "tools": [
      {
        "name": "convert_transactions_to_qbo",
        "description": "Convert an array of bank transactions (date, amount, description) into an OFX/QBO/QFX/CSV document that QuickBooks, Quicken, or other accounting software can import. Debits are negative, credits positive; each transaction receives a unique deterministic FITID so re-imports never duplicate. By default returns a JSON wrapper text content {format, transactions (rows emitted), skipped (rows dropped for an unreadable date/amount), inputCount, valid, issues, file}; pass responseType:\"file\" to get just the raw document text. Requires a Pro API key as a Bearer token.",
        "input_schema": {
          "type": "object",
          "required": ["transactions"],
          "properties": {
            "format": { "type": "string", "enum": ["qbo", "qfx", "ofx", "csv"], "default": "qbo" },
            "currency": { "type": "string", "default": "USD" },
            "accountType": { "type": "string", "enum": ["CHECKING", "SAVINGS", "CREDITCARD", "MONEYMRKT"], "default": "CHECKING" },
            "bankId": { "type": "string", "description": "Bank routing number (improves QuickBooks Desktop matching)" },
            "accountId": { "type": "string" },
            "responseType": { "type": "string", "enum": ["json", "file"], "default": "json" },
            "transactions": {
              "type": "array",
              "items": {
                "type": "object",
                "required": ["date", "amount", "description"],
                "properties": {
                  "date": { "type": "string", "description": "Transaction date (any common format)" },
                  "amount": { "type": "number", "description": "Signed: negative=debit, positive=credit" },
                  "description": { "type": "string" },
                  "memo": { "type": "string" },
                  "checkNumber": { "type": "string" }
                }
              }
            }
          }
        }
      },
      {
        "name": "validate_ofx",
        "description": "Validate a .QBO/.QFX/.OFX document and report structural issues, transaction count, and duplicate FITIDs before import.",
        "input_schema": {
          "type": "object",
          "required": ["content"],
          "properties": { "content": { "type": "string" } }
        }
      }
    ]
  },
  "pricing": {
    "free": "$0 — client-side web tool, one full statement, unlimited transactions, no signup",
    "pro": "$29/mo or $250/yr (save $98, 28% off, ~3+ months free): batch multi-file, saved templates, payee cleanup rules, and this hosted Convert API + MCP server",
    "pro_pass": "$10 one-time 7-day Pro Pass: all Pro features for a week, no subscription"
  },
  "authentication": {
    "type": "api_key",
    "note": "API key issued with the Pro plan; the free web tool requires no auth."
  }
}