Finance Stack
QuickBooks, Plaid, and Google Sheets for financial data access
What is Finance Stack?
MCP servers: QuickBooks (invoices, expenses), Plaid (bank connections), and spreadsheets (Google Sheets). Read-only financial data access.
10 min
Intermediate
Why This Product Sells
Finance bundles convert because buyers value faster time-to-live-data more than another standalone prompt file.
Best For
- finance ops teams
- bookkeepers
- operators linking systems
Outcomes
- connect finance data faster
- reduce CSV shuffling
- power finance agents with live context
Included
- QuickBooks access
- Plaid connectivity
- reporting integrations
Before vs. After
Before
- Slow turnaround on time-sensitive operations
- Reconciliation bottlenecks slowing monthly close
- Fragmented tools and disconnected workflows
After deploying Finance Stack
- connect finance data faster
- reduce CSV shuffling
- power finance agents with live context
What's Included
- mcp-servers.json
- servers/quickbooks/config.json
- servers/quickbooks/auth-setup.md
- servers/quickbooks/permissions.md
- servers/plaid/config.json
- servers/plaid/auth-setup.md
- servers/google-sheets/config.json
- servers/google-sheets/auth-setup.md
- docker-compose.yaml
- env.example
- scripts/setup.sh
- scripts/test-connections.sh
- README.md
Preview
// mcp-servers.json
{
"mcpServers": {
"quickbooks": {
"command": "npx",
"args": ["-y", "@mcp/quickbooks-server"],
"env": {
"QB_CLIENT_ID": "${QB_CLIENT_ID}",
"QB_CLIENT_SECRET": "${QB_CLIENT_SECRET}",
"QB_REALM_ID": "${QB_REALM_ID}"
}
},
"plaid": {
"command": "npx",
"args": ["-y", "@mcp/plaid-server"],
"env": {
"PLAID_CLIENT_ID": "${PLAID_CLIENT_ID}",
"PLAID_SECRET": "${PLAID_SECRET}",
"PLAID_ENV": "sandbox"
}
},
"google-sheets": {
"command": "npx",
"args": ["-y", "@mcp/sheets-server"],
"env": {
"SHEETS_CREDENTIALS_PATH": "./credentials/sheets.json"
}
}
}
}Installation Guide
One command to import — then assign to any agent in your company.
Option A: CLI (recommended)
Download and extract the ZIP
unzip finance-mcp-bundle.zipImport the skill
paperclipai skill import --from ./finance-mcp-bundle/Assign to an agent
# Via CLI:
paperclipai agent update <agent-name> --add-skill finance-mcp-bundle
# Or in the dashboard:
# Agents → [agent name] → Skills → Add "Finance Stack"Option B: Dashboard UI
Open Skills page
Navigate to Skills → Import Skill
Upload the product folder
From the extracted ZIP, upload the finance-mcp-bundle/ directory containing SKILL.md.
Assign to agents
Go to Agents → [agent] → Skills and add "Finance Stack" from the list.
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