QuickBooks Sandbox ACTION
Create Profit and Loss Detail Report
Creates a profit and loss report in Quickbooks Online. See the documentation
- Action
- Writes data
- OAuth
- SDK
- MCP
IMPLEMENTATION
Call this tool
Connect a user's QuickBooks Sandbox account once, then configure and run Create Profit and Loss Detail Report from your backend or agent.
import { PipedreamClient } from "@pipedream/sdk"
const pd = new PipedreamClient({
projectId: process.env.PIPEDREAM_PROJECT_ID!,
clientId: process.env.PIPEDREAM_CLIENT_ID!,
clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
projectEnvironment: "production",
})
const result = await pd.actions.run({
id: "quickbooks_sandbox-create-pl-report",
externalUserId: "{external_user_id}", // any stable ID for this user in your system
configuredProps: {
quickbooks_sandbox: { authProvisionId: "apn_xxxxxxx" },
customerIds: ["Customer Ids"],
accountIds: ["Account IDs"],
},
})
console.log(result)curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
-H "Content-Type: application/json" \
-H "X-PD-Environment: production" \
-H "Authorization: Bearer {access_token}" \
-d '{
"external_user_id": "{external_user_id}",
"id": "quickbooks_sandbox-create-pl-report",
"configured_props": {
"quickbooks_sandbox": { "authProvisionId": "apn_xxxxxxx" },
"customerIds": ["Customer Ids"],
"accountIds": ["Account IDs"]
}
}'// accessToken: mint a short-lived token with the Connect SDK — see the MCP guide
const transport = new StreamableHTTPClientTransport(
new URL("https://remote.mcp.pipedream.net/v3"),
{
requestInit: {
headers: {
Authorization: `Bearer ${accessToken}`,
"x-pd-project-id": "{project_id}",
"x-pd-environment": "production",
"x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
"x-pd-app-slug": "quickbooks_sandbox",
},
},
},
)
const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)
const { tools } = await mcp.listTools()
// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
name: "quickbooks_sandbox-create-pl-report",
arguments: {
customerIds: ["Customer Ids"],
accountIds: ["Account IDs"],
},
})SCHEMA
Inputs
Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.
| Property | Type | Description |
|---|---|---|
customerIds Customer Ids | string[] | Filters report contents to include information for specified customers Optional Dynamic |
accountIds Account IDs | string[] | Filters report contents to include information for specified accounts Optional Dynamic |
accountingMethod Accounting Method | string | The accounting method used in the report Optional |
dateMacro Date Macro | string | Predefined date range. Use if you want the report to cover a standard report date range; otherwise, use the start_date and end_date to cover an explicit report date range Optional |
startDate Start Date | string | The start date of the report, in the format YYYY-MM-DD. start_date must be less than end_date Optional |
endDate End Date | string | The end date of the report, in the format YYYY-MM-DD. start_date must be less than end_date Optional |
adjustedGainLoss Adjusted Gain Loss | string | Specifies whether unrealized gain and losses are included in the report Optional |
classIds Class IDs | string[] | Filters report contents to include information for specified classes if so configured in the company file Optional Dynamic |
paymentMethod Payment Method | string | Filters report contents based on payment method Optional |
employeeIds Employee IDs | string[] | Filters report contents to include information for specified employees Optional Dynamic |
departmentIds Department IDs | string[] | Filters report contents to include information for specified departments if so configured in the company file Optional Dynamic |
vendorIds Vendor IDs | string[] | Filters report contents to include information for specified vendors Optional Dynamic |
accountType Account Type | string | Account type from which transactions are included in the report Optional |
sortBy Sort By | string | The column type used in sorting report rows Optional |
columns Columns | string[] | Column types to be shown in the report Optional |
REFERENCE
Tool details
Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.
- Registry key
- quickbooks_sandbox-create-pl-report
- Version
- 0.0.4
- App
- QuickBooks Sandbox
- Authentication
- OAuth
- Behavior
- May modify external data
- Source
- View on GitHub ↗