Bruin CLI Step 6 of 7

Build an AI Finance Agent for QuickBooks

Guide overview
  1. Set Up Your Environment6 min
  2. Load and Model QuickBooks Data5 min
  3. Map Your Chart of Accounts5 min
  4. Build the Context Layer5 min
  5. Ask, Report, and Dashboard6 min
  6. 6Take Actions in QuickBooks8 min
  7. 7Schedule and Share4 min
PreviousAsk, Report, and DashboardNextSchedule and Share

1) Start with a sandbox company

Every Intuit developer account comes with a sandbox company full of sample data. Do everything in this step against the sandbox first, and only switch to production once the skill behaves the way you expect.

Create a second Intuit app for the agent instead of reusing the pipeline's app. Both use the same com.intuit.quickbooks.accounting scope, but separate apps give you separate tokens: you can revoke the agent without breaking the nightly load, and the audit log in QuickBooks shows which app made each change.

In the new app, open Settings > Redirect URIs and add http://localhost:8000/callback for the development keys.

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