Who’s it for
Operators and support teams that want a chat interface to QuickBooks Online data. Ideal for internal dashboards and quick checks without opening QBO.
How it works / What it does
- A Public Chat Trigger accepts a natural language question.
- The OpenAI Chat node drafts the response.
- A QuickBooks tool fetches customer data on demand.
- An agent orchestrator decides when to call tools and formats the final answer.
How to set up
- Add your OpenAI API key and keep the default model or update it.
- Connect QuickBooks Online via OAuth2 with read permissions.
- Deploy the public chat endpoint, or place it behind your own auth proxy.
- Test prompts like “List top 5 customers by balance.”
Requirements
- n8n environment
- OpenAI API key
- QuickBooks Online access with the right scopes
How to customize the workflow
- Add tools for invoices, payments, and items.
- Introduce filters (date ranges, statuses) and pagination.
- Add guardrails with system prompts, schema validations, and role-based access.
- Log queries and results to a database for audit or analytics.
