# Meridian Connector for QuickBooks agent skills for Claude Code, Cursor and RevampKey

> Ready-made Meridian Connector for QuickBooks playbooks for AI agents: reconcile a bank statement against QuickBooks, run your QuickBooks month-end close with AI, prioritise who to chase and which bills to pay. Free SKILL.md files for Claude Code, Cursor and Codex, or one click in RevampKey.

## Skills

- [Use Meridian for QuickBooks safely](https://revampkey.com/marketplace/meridian-connector-for-quickbooks/skills/essentials.md): Setup and safety guidance for working in QuickBooks through Meridian: it confirms the company and access level first, picks the right tool, and asks before any change to the books.
- [Reconcile a bank statement against QuickBooks](https://revampkey.com/marketplace/meridian-connector-for-quickbooks/skills/bank-statement-reconciliation.md): Matches a bank or card statement to your QuickBooks ledger for one account and period, then lists what is missing on each side with a suggested action. It is read-only and asks before changing anything.
- [Run your QuickBooks month-end close with AI](https://revampkey.com/marketplace/meridian-connector-for-quickbooks/skills/month-end-close-checklist.md): Walks one QuickBooks company through a repeatable month-end close, from cash and open items to accruals and review, and stops to ask you wherever judgement is needed. It asks before changing anything in the books.
- [Prioritise who to chase and which bills to pay](https://revampkey.com/marketplace/meridian-connector-for-quickbooks/skills/receivables-and-payables-collections.md): Reviews aged receivables and payables in your QuickBooks company, ranks what to collect and pay first, and drafts reminders without sending anything.

## Install

- RevampKey: connect Meridian Connector for QuickBooks at https://revampkey.com/marketplace/meridian-connector-for-quickbooks; the skills come with it.
- Any Agent Skills tool, into the current project:

```bash
for s in essentials bank-statement-reconciliation month-end-close-checklist receivables-and-payables-collections; do
  curl -fsSL --create-dirs -o .agents/skills/meridian-connector-for-quickbooks-$s/SKILL.md https://revampkey.com/marketplace/meridian-connector-for-quickbooks/skills/$s/SKILL.md
done
```

### What is a Meridian Connector for QuickBooks agent skill?

A SKILL.md file: a short playbook an AI agent loads when your request matches it. Each Meridian Connector for QuickBooks skill describes one job, which Meridian Connector for QuickBooks tools to use in which order, what to check first and when to stop and ask you.

### Do the Meridian Connector for QuickBooks skills change anything on their own?

2 of the 4 only read. The others tell the agent to show you the change and wait for a yes before it creates, edits or deletes anything in Meridian Connector for QuickBooks.

### Which tools can use these skills?

Any agent that reads the open Agent Skills format: Claude Code, Cursor, Codex, VS Code with Copilot and RevampKey. In RevampKey they are attached when you connect Meridian Connector for QuickBooks; elsewhere you copy the folders into your project or skills directory.

### Do I need the Meridian Connector for QuickBooks MCP server too?

Yes. The skills tell the agent how to do the work; the Meridian Connector for QuickBooks MCP server gives it the tools to do it. The Meridian Connector for QuickBooks MCP setup guide covers every client.

MCP setup guide: https://revampkey.com/marketplace/meridian-connector-for-quickbooks.md