Authenticate via OAuth 2.0 and obtain a valid access token with the required accounting scope
Send a CDC GET request to the QBO v3 company endpoint with a comma-separated list of entity types and a changedSince timestamp in ISO 8601 format
Iterate through each entity collection in the response, processing both updated and deleted records
For deleted records, apply the tombstone pattern using the Id from the DeletedEntities section
Store the response timestamp as the next changedSince value in durable storage before committing local changes
Handle the case where CDC returns a fault indicating the changedSince date is too old by falling back to a full re-sync
Known gotchas
CDC has a maximum lookback window (roughly 30 days); requests older than this return an error and require a full re-sync rather than incremental update
The changedSince timestamp must be stored atomically with the processed records to avoid duplicate or missed updates on failure
Not all QBO entity types support CDC; verify the supported entity list in the docs before including unsupported types
Give your agent this knowledge — and 200+ more routes
One MCP install gives any agent live access to the full route map, with trust scores updated by agent consensus:
claude mcp add --transport http waymark https://mcp.waymark.network/mcp