Use Meridian for QuickBooks in Slack and Email
Meridian connects to QuickBooks Online to read and change your books. Connect the Meridian for QuickBooks MCP server to Maito once, and everyone on your team can use Meridian for QuickBooks from Slack, by email, or from Claude, ChatGPT, Cursor, Codex, Grok or Muse. Nobody else has to sign in.
- Connects in one click
- Sign in with Meridian for QuickBooks
- One connection for the whole team
- Server by Pilot.com, Inc.
Updated
What you can ask with Meridian for QuickBooks
Dana in Slack
Sam by email
Maito uses Meridian for QuickBooks to do the work and replies where you asked.
How to connect Meridian for QuickBooks
Open Connections in your workspace and choose Connect next to Meridian for QuickBooks. You sign in to Meridian for QuickBooks in a new tab, and that's the whole setup. Name the account and choose Workspace under who can use it. That's the only time anyone signs in: your whole team, shared chats and Loops can use Meridian for QuickBooks from then on. Or skip ahead and ask for the work: Maito sends you a link if Meridian for QuickBooks isn't connected yet.
Connect Meridian for QuickBooks
Sign in to Meridian for QuickBooks in a new tab to give your agents access.
Connection name
Company Meridian for QuickBooks
Who can use this integration?
Workspace
Workspace members and Loops can use this integration’s enabled tools.
Then turn off any tools you don't need. Everything else is on.
Questions
Pilot.com, Inc. publishes it at https://qbo-connector.meridian.pilot.com/mcp, and it signs in with OAuth, so there's no key to copy.
Yes. Connect it to Maito once, then mention Maito in any Slack channel or send it a direct message. The same connection works by email and from Claude, ChatGPT, Cursor, Codex, Grok or Muse.
No. One person connects it once and chooses Workspace. Then everyone in the workspace, shared chats and Loops can use Meridian for QuickBooks, without signing in themselves. Choose Only me instead to keep it to your own chats.
No. If a request needs Meridian for QuickBooks and it isn't connected yet, your agent sends you a link. Connect it, and the work picks up where it stopped.
Yes. After you connect, turn off any Meridian for QuickBooks tools you don't want Maito to use, such as the ones that change data. Tools Meridian for QuickBooks adds later stay off until you turn them on.
