Integrating Cursor CLI with QuickBooks Online Data via CData CLI
Cursor is an AI editor and coding agent built by Anysphere that plans, writes, and reviews code using agents that understand your entire codebase. Cursor CLI brings these agentic capabilities natively to the terminal, allowing developers to run agents in any terminal, script, or editor without switching context. Its support for integrations and custom agent rules makes Cursor CLI well-suited for structured, multi-step workflows, making it a natural fit for connecting to external data sources through tools like CData CLI. By describing your data goals in plain language, Cursor's agent handles the full setup process from driver configuration to query execution without manual intervention at each step.
This article details step-by-step directions for how to connect QuickBooks Online to Cursor CLI through CData CLI.
Prerequisites
- Cursor CLI installed
- CData CLI installed
- Access to QuickBooks Online
About QuickBooks Online Data Integration
CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:
- Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
- Read, write, update, and delete QuickBooks Online data.
- Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
- Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.
Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.
For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.
Getting Started
Step 1: Download the skill (one-time setup)
Always use CData CLI with the official skill.
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The official CData CLI Skill on GitHub can be downloaded using npx skills through the terminal:
npx skills add CDataSoftware/cli-skills
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Follow the prompts in the terminal to install for Cursor CLI.
Step 2: Set up the project directory
Create a project directory to contain all project files.
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Navigate to your desired directory in the terminal and start a session with the agent command.
Step 3: Establish the driver and connection
Describe what you want to accomplish in this session with the CLI and QuickBooks Online data.
I would like to build a command line app that connects to QuickBooks Online and checks for updates from Customers. Make sure to include data from important columns like DisplayName and Balance.
This prompt automatically loads the skill and kicks off the following process. You can always manually prompt the agent for each of the following steps.
- Driver setup: Cursor CLI checks for an existing CData QuickBooks Online driver, or searches and downloads a new one:
cdatacli drivers list
cdatacli drivers search QuickBooks Online
cdatacli drivers download --artifact-id <artifact-id>
- Activation: Activate the QuickBooks Online driver with a single command for a trial or full license:
cdatacli drivers activate QuickBooks Online --name "<name>" --email "<email>" --trial
cdatacli drivers activate QuickBooks Online --name "<name>" --email "<email>" --key "<product-key>"
- Establish the connection: Check for existing QuickBooks Online connections or create a new one:
cdatacli connection list
cdatacli drivers activate QuickBooks Online --name "<name>" --email "<email>" --trial
- Create a QuickBooks Online skill (if applicable): CData provides driver instructions for popular sources that can be used to create a source-specific skill to guide the agent through best practices for the driver.
- Run the following command to generate a skill file and save the output to your skills directory. You can choose to save the skill either at the project level or globally. (Note: If "No instructions available for QuickBooks Online data" error is returned, no driver instructions exist and you can continue to use main driver skill)
cdatacli drivers skill QuickBooks Online > ~/skills/cdata-QuickBooks Online/SKILL.md
Step 4: Query QuickBooks Online data
With the CData driver fully configured, your agent can now execute queries and write code against live QuickBooks Online data:
cdatacli query sql --connection <my_QuickBooks Online_connection> --sql <SELECT * FROM table>
Query QuickBooks Online data directly from your terminal with CData CLI
Cursor CLI and CData CLI together give your AI coding agent a direct path to live QuickBooks Online data without custom middleware, scheduled syncs, or manual setup at each step. Describe your goal, and the agent handles driver configuration, connection setup, and query execution from start to finish in the terminal.
Download the free CData CLI and start a free, 30-day trial of the CData JDBC Driver for QuickBooks Online today.