QuickBooks in Claude, across all your companies

One company per connection

Intuit's own QuickBooks connector for Claude connects one QuickBooks company: you pick the company when you set it up. It reads reports such as the profit and loss and balance sheet, and it can also create invoices and estimates. Intuit's Labs beta connector lets you switch between companies within one conversation, and Pilot's Meridian connector can hold several companies at once for booking intercompany journal entries. As of November 2026, none of them describes combining companies into one set of statements with the intercompany amounts taken out.

Ask an assistant with single-company connections for the group's October profit, and it has to sign in to each company, pull each report, line the accounts up, find the intercompany fees, loans and investments, take both sides out, and add up what's left. It may get it right. It won't do it the same way twice, and you can't see its working.

What SigmaClose's MCP server gives the assistant

• Combined statements. Profit and loss, balance sheet and cash flow for any month, quarter, year to date or custom range, with a column per company, an Eliminations column and the total.
• The eliminations, done the same way every month. The pairs you confirmed, removed in full, with any difference posted to a balancing account in Equity where it can be seen.
• Explanations. Which companies and accounts make up a line, how two months compare, and when a pair's two sides stopped matching.
• Month-end checks. Pairs that don't net to zero, a balance sheet that doesn't balance, cash that doesn't agree with the bank, new accounts nobody has checked, connections that dropped.
• Suggested pairs, for you to confirm. The assistant can look for intercompany accounts and send you a link; nothing changes until a person clicks Add.

Every tool only reads. SigmaClose stores monthly totals per account, not individual transactions, so for "which entry caused this?" the assistant can tell you the month and the accounts to look at in QuickBooks.

Questions it answers well

• "What drove the group's expenses up in October?"
• "Is November ready to close? What's still open?"
• "Why doesn't Holdings' investment in Retail cancel out this month?"
• "Compare this quarter with the same quarter last year, by company."

Connecting it

1. Set up SigmaClose

   Sign in with Google, connect each QuickBooks Online company and confirm the elimination pairs. It's free to try, with 5 refreshes per QuickBooks company and no card.

2. Add the connector to your assistant

   In Claude.ai or ChatGPT, add a custom connector with the address https://sigmaclose.com/mcp. In Claude Code, run claude mcp add --transport http sigmaclose https://sigmaclose.com/mcp.

3. Sign in and approve

   Your assistant sends you to SigmaClose to sign in and approve read-only access to your group. Then ask away.

Questions