Play by Entries

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Connect an AI assistant that supports MCP to Play, and start working with all client books in one place.

1. Privacy

Play is built so your clients' books stay in QuickBooks.

  • We do not store sensitive client data. Play keeps workspace names and logos, and connection tokens so we can call QuickBooks on your behalf. Books, transactions, and other financial records stay in QuickBooks and are proxied live when your agent asks.
  • We do not use your clients' QuickBooks data to train Entries models or for advertising analytics.
  • Read the full Privacy Policy.
  • For further questions, email support@tryentries.com.

2. How to Setup the MCP

Connect Claude, ChatGPT, or Cursor to Play with a remote MCP connector. After you sign in and consent, that client can work across every QuickBooks company you have connected in Play.

Remote MCP URL

https://play.tryentries.com/api/mcp

Claude

  1. Open Connections → Add → Add custom connector.
  2. Name: Entries
  3. Remote URL: paste the Remote MCP URL above.
  4. Complete Entries sign-in, organization selection, and consent when prompted.

ChatGPT

Custom MCP apps require a supported paid plan and Developer mode (Plus/Pro for individuals; Business/Enterprise/Edu may need an admin to allow it).

  1. Settings → Apps → Advanced settings → enable Developer mode.
  2. Settings → Apps → Create.
  3. Name: Entries. MCP server URL: paste the Remote MCP URL above.
  4. Scan tools, complete OAuth / Entries consent, then Create.
OpenAI help: connect a new app

Cursor

  1. Open Cursor Settings → Tools & MCP → New MCP Server.
  2. Name: Entries. Type: URL / HTTP.
  3. URL: paste the Remote MCP URL above. Do not add auth headers — OAuth is automatic.
  4. Save, then Connect when prompted. Complete Entries sign-in, organization selection, and consent in the browser.

Or add the same server in ~/.cursor/mcp.json (global) or .cursor/mcp.json (this project):

{
  "mcpServers": {
    "Entries": {
      "url": "https://play.tryentries.com/api/mcp"
    }
  }
}

3. Using the MCP server

After you connect, Entries tools appear in that AI client. Ask in natural language and name the client. The agent looks the workspace up, then calls live QuickBooks tools. You do not need to reconnect to switch clients — name a different connected client in the next prompt.

One Play MCP connection sees every QuickBooks company your firm has connected. Each teammate connects their own Claude, ChatGPT, or Cursor (separate sign-in and consent). If you grant write access, that client can create, update, and delete QuickBooks records. Review writes before you confirm them.

What you can ask

  • Generating client invoices. “Create an invoice for Acme for the July bookkeeping work: $2,400 plus HST, due in 30 days.”
  • Migrating clients to or from QuickBooks. “Move this client's customers, vendors, chart of accounts, and opening balances into QuickBooks.”
  • Pulling a P&L and running a flux analysis. “Pull the P&L for Q2 vs Q1 and explain every variance over $5,000 or 15%.”
  • Batch updating journal entries. “For all March accrual entries, move Software Expense from 6100 to 6110 and update the memo.”
  • Enriching vendors and customers. “Find missing addresses, tax details, and contact information for these vendors and update their records.”
  • Any custom report. “Show revenue by customer for the last 12 months, grouped by quarter, with YoY change.”

4. Team Management

Invite teammates from Firm settings. Team members are unlimited and are not billed as seats.

  • Admins can add and modify clients and invite teammates.
  • Members can only use MCP — they cannot add or change client permissions on Play, nor manage your team.

We do not yet support different permission scopes for each team member or client. MCP access is equivalent to full QuickBooks Online access for connected clients; data can be edited or deleted. More granular scoping is coming soon.

5. Billing

Play is billed per connected client, per month. Quantity follows the number of QuickBooks workspaces you have connected. Disconnect a client and you stop being billed for it; mid-cycle adds and removes are prorated.

Your first client automatically applies the WELCOME promo. You can remove or replace it in the add-client dialog before you submit.

Cancel from Firm settings. Access ends immediately, and unused time in the current period is refunded to your original payment method when possible. Manage payment methods and invoices with Manage billing (Stripe customer portal).

6. More support

If something is unclear or you are stuck connecting an MCP client, email us at support@tryentries.com.