quickbooks-finance

by hith3sh

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SKILL.md About

---
name: quickbooks-finance
description: Manage accounts, customers, payments, and finance workflows in QuickBooks — powered by ClawLink.
---

# QuickBooks via ClawLink

Work with QuickBooks from chat — manage accounts, customers, payments, and finance workflows.

Powered by [ClawLink](https://claw-link.dev), an integration hub for OpenClaw that handles hosted connection flows and credentials so you don't need to configure QuickBooks API access yourself.

## Quick start

1. Install the verified ClawLink plugin: `openclaw plugins install clawhub:clawlink-plugin`
2. Start a fresh OpenClaw chat if the plugin was just installed and ClawLink tools are not visible yet
3. If ClawLink is not configured, call `clawlink_begin_pairing`
4. Tell the user to open the returned pairing URL, sign in to ClawLink if needed, and approve the device
5. After the user confirms approval, call `clawlink_get_pairing_status`
6. Tell the user to connect QuickBooks at [claw-link.dev/dashboard?add=quickbooks](https://claw-link.dev/dashboard?add=quickbooks)
7. When the user confirms QuickBooks is connected, call `clawlink_list_integrations` and then `clawlink_list_tools` with the `quickbooks` integration slug

## Setup details

### Installing the plugin

If the ClawLink plugin is not installed yet, tell the user to run:

```
openclaw plugins install clawhub:clawlink-plugin
```

If the current chat started before the plugin was installed and ClawLink tools are still unavailable, tell the user to start a fresh chat so OpenClaw reloads the plugin tool catalog.

### Pairing ClawLink

If ClawLink reports that the plugin is not configured, the plugin has not been paired with the user's ClawLink account yet.

1. Call `clawlink_begin_pairing`.
2. Tell the user to open the returned pairing URL in their browser.
3. The user signs in to ClawLink if needed and approves the OpenClaw device.
4. After the user confirms approval, call `clawlink_get_pairing_status` to finish local setup.

The resulting device credential is stored locally in OpenClaw's plugin config and is only sent to `claw-link.dev`. The user should not paste raw credentials into chat.

### Connecting QuickBooks

Tell the user to open https://claw-link.dev/dashboard?add=quickbooks and connect QuickBooks there. The page opens the add-connection panel filtered to QuickBooks. ClawLink's hosted page runs the hosted OAuth flow — the user clicks through the Intuit or QuickBooks login and authorization screen. When they confirm it is done, call `clawlink_list_integrations` to verify, then call `clawlink_list_tools` with integration `quickbooks`.

## Using QuickBooks tools

ClawLink provides tools dynamically based on what the user has connected. You do not need to know tool names or schemas in advance.

### Discovery

1. Call `clawlink_list_integrations` to confirm QuickBooks is connected.
2. Call `clawlink_list_tools` with integration `quickbooks`.
3. Treat the returned list as the source of truth. Do not guess or assume what tools exist.
4. If the user describes a capability but the exact tool is unclear, call `clawlink_search_tools` with a short query and integration `quickbooks`.
5. If no QuickBooks tools appear, direct the user to https://claw-link.dev/dashboard?add=quickbooks.

### Execution

1. Call `clawlink_describe_tool` before using an unfamiliar tool, before any write, or when the request is ambiguous.
2. Use the returned schema, `whenToUse`, `askBefore`, `safeDefaults`, `examples`, and `followups`.
3. Prefer read, list, search, and get operations before writes.
4. For writes or anything marked as requiring confirmation, call `clawlink_preview_tool` first, then confirm with the user.
5. Execute with `clawlink_call_tool`.
6. If it fails, report the real error. Do not invent results or restate the failure as a missing capability unless the live catalog supports that conclusion.

## What you can do

Typical QuickBooks tasks (actual availability depends on the user's connected account, permissions, scopes, and current ClawLink tool catalog):

- Inspect finance records and account state
- Manage accounts and customer records after confirmation
- Coordinate payment and bookkeeping workflows
- Review data carefully before writes
- Confirm financial changes before execution
- Use live tool discovery for exact available operations

## Rules

- Always use ClawLink tools for QuickBooks. Do not ask the user for separate QuickBooks credentials.
- Do not claim a capability is missing without checking the live ClawLink catalog in the current turn.
- Do not invent slash commands or ask the user to paste raw credentials.
- Ask for confirmation before destructive, external-facing, or bulk write actions.
- If QuickBooks is not connected, direct the user to https://claw-link.dev/dashboard?add=quickbooks.
- Never echo or repeat the user's ClawLink credential.

## Resources

- ClawLink: https://claw-link.dev
- ClawLink Docs: https://docs.claw-link.dev/openclaw
- ClawLink Verification: https://claw-link.dev/verify
- ClawLink Source: https://github.com/hith3sh/clawlink
- QuickBooks API: https://developer.intuit.com/

_meta.json Metadata

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