Calibrate QBO Connector End User License Agreement
Effective date: November 8, 2026
Licensor: Calibrate Accounting, LLC | Support contact: accounting@calibratecpa.com
1. Agreement and license
This End User License Agreement applies to your access to the Calibrate QBO Connector, an internal Model Context Protocol (MCP) integration for QuickBooks Online and Anthropic Claude. By affirmatively accepting these terms, you agree to follow them. Calibrate grants you a limited, revocable, nonexclusive, nontransferable right to use the connector for authorized Calibrate work while you have firm approval. Calibrate and its licensors retain their rights in the software. Connecting a QuickBooks company does not transfer ownership of its records.
2. Authorized access and use
Use only your assigned credentials, the firm-approved Claude environment, and the QuickBooks companies and data you are authorized to access. Before connecting a company, confirm that its authorized representative has approved the connection and that Calibrate has documented authority for the intended use and disclosure to Anthropic. An OAuth approval or your acceptance of this agreement does not substitute for client permission, taxpayer consent, or other authorization required by law or contract.
The connector may read QuickBooks records and, when an authorized user reviews and approves each change, create or update records within the scope of a client engagement. It cannot delete or void records or inactivate list items. It does not send emails to customers, initiate payments, run payroll or make filings, and must not be used for those purposes.
3. Confidentiality and review
Treat retrieved data, prompts, and generated outputs as confidential. Use the minimum information necessary and keep work product in approved firm systems. Report suspected unauthorized access, incorrect company selection, or disclosure promptly to accounting@calibratecpa.com. Verify Claude’s output against the correct QuickBooks company and source records before relying on it or sharing it. You remain responsible for professional judgment, client communications, and approvals required by Calibrate’s procedures.
4. Third-party services and privacy
Intuit and Anthropic provide separate services governed by their applicable terms. Calibrate operates and supports the connector. Intuit and Anthropic do not sponsor or endorse it. Selected QuickBooks information is sent to Anthropic when the approved workflow calls for Claude to process it. See the [Calibrate QBO Connector Privacy Policy (https://calibratecpa.com/qbo-connector) for details on processing, retention, and disconnection.
5. Availability and limitations
The connector and AI-generated output are provided as available. To the extent permitted by law, Calibrate disclaims implied warranties of merchantability, fitness for a particular purpose, and noninfringement, and excludes liability under this agreement for indirect, incidental, special, and consequential damages. These terms preserve obligations and remedies that cannot lawfully be waived and do not alter Calibrate’s obligations under a separate client engagement.
6. Suspension, termination, and changes
Calibrate may suspend or revoke access for security, compliance, operational reasons, or the end of your assignment or relationship with the firm. When access ends, stop using the connector and handle retained copies under Calibrate’s records and legal hold procedures. Confidentiality and restrictions on use of retained data continue after termination. Calibrate will notify users of material updates and may require renewed acceptance before continued access.
7. Governing law
Arkansas law governs this agreement, subject to applicable federal law and any rights that cannot be waived. If a provision is unenforceable, the remaining provisions continue to apply.
Calibrate QBO Connector Privacy Policy
Effective date: November 8, 2026
Operator: Calibrate Accounting, LLC | Privacy contact: accounting@calibratecpa.com
1. Scope
Calibrate Accounting, LLC (“Calibrate,” “we,” or “us”) operates the Calibrate QBO Connector, an internal Model Context Protocol (MCP) integration that retrieves authorized QuickBooks Online information and makes selected information available to an approved Anthropic Claude environment for internal accounting work. Access is limited to authorized Calibrate personnel and contractors. This policy describes how we handle information through the connector. Our engagement terms and applicable confidentiality duties also apply.
2. Information we process
QuickBooks information. Depending on the approved tools and request, this may include account balances, financial reports, transaction details, invoices, bills, and related customer or vendor information.
Connection information. We process the QuickBooks company identifier and OAuth tokens needed to establish and maintain the connection. Users authenticate with Intuit.
Request and operational information. We may process user identifiers, prompts, tool requests and responses, timestamps, and diagnostic records. Claude conversations and outputs may contain or reflect information retrieved from QuickBooks.
Users must limit requests to the information needed for the task. Payroll and tax return information, Social Security numbers, payment card and bank account numbers, credentials, and privileged legal or client trust account information are outside the approved scope of this connector.
3. How we use and disclose information
We use information to provide approved internal reporting and analysis, authenticate connections, manage access, troubleshoot, investigate incidents, and meet legal and professional obligations. We do not sell connector data, use it for advertising, or authorize its use to train AI models.
When an authorized user invokes the connector, selected QuickBooks information is transmitted to Anthropic for Claude to process and generate a response. This is external processing even when the MCP server runs on a Calibrate device or network. Anthropic’s handling and retention are governed by the applicable commercial agreement and product settings. Calibrate restricts use to firm-approved commercial Claude environments and prohibits submitting connector data through feedback or model improvement features.
We may use approved infrastructure and security providers to operate and protect the connector. We disclose QuickBooks data to service providers only as permitted by applicable Intuit terms, our client obligations, and law, and subject to applicable written safeguards. We may also disclose information when legally required.
4. Security and retention
Calibrate restricts access by user and authorized QuickBooks company, protects OAuth tokens from disclosure to Claude, and uses encryption in transit and for stored secrets. We retain connector logs for 7 years, consistent with firm records, the connector does not cache Quickbooks Data, and connection credentials while needed for an authorized connection.
Claude conversations and outputs are processed in Calibrate’s Claude [Team] workspace under Anthropic’s Commercial Terms, which prohibit Anthropic from training models on our data. Conversations are retained in that workspace until deleted by the user or under the workspace’s retention settings, and deleted conversations are removed from Anthropic’s systems according to Anthropic’s published retention policy.
Copies saved in approved firm systems follow the applicable firm records schedule. Legal holds, security investigations, and professional recordkeeping obligations may require longer retention.
5. Disconnecting and making requests
An authorized QuickBooks administrator can revoke the app connection through QuickBooks or contact Calibrate for assistance. Disconnecting stops future retrieval for that connection. Previously generated conversations, reports, and other retained copies are handled separately under applicable retention and deletion procedures. Contact accounting@calibratecpa.com to request access, correction, or deletion, ask a privacy question, or report a suspected incident. We may verify identity and authority before acting and will handle requests subject to applicable law and recordkeeping duties.
6. Changes
Calibrate will post the revised policy and effective date when it changes. We will communicate material changes and obtain any additional authorization required before expanding how the connector uses or discloses information.