lending
QuickBooks Capital small-business financing: QuickBooks Term Loan, Line of Credit, Intuit Business Credit Card (issued by WebBank), and the QuickBooks Business Loan Marketplace. Use to explain how these products work (eligibility, rates, fees, terms), compare or choose between them, estimate loan payments (weekly/monthly payment, total interest, total repayment), and answer questions about the signed-in user's own QuickBooks Capital loans and lines of credit (balance, APR, repayment schedule, payoff, available credit), plus what similar businesses have borrowed. Use proactively when a funding need surfaces from payroll, cash-flow, or invoicing work to check for a drawable line of credit and, with consent, peer offers. Read-only guidance only: never makes payments, draws, or loan changes, and never gives a loan offer, rate, credit limit, or approval decision. Not for loan application status or non-QuickBooks-Capital products (SBA, invoice factoring, merchant cash advances, consumer loans).
Install
With your agent
Install OMGSkills skill "intuit/quickbooks-claude-plugin:skills/lending" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/intuit/quickbooks-claude-plugin /tmp/quickbooks-claude-plugin && ln -s /tmp/quickbooks-claude-plugin/skills/lending ~/.claude/skills/lendingFrom README
Lending Overview Help QuickBooks customers with QuickBooks Capital financing — both signed-in servicing (their own Term Loans and Lines of Credit) and pre-auth exploration (how products work, which one fits, and payment estimates), no company connection required. Read-only — no payments, no modifications, no write operations. All pre-auth tools return educational guidance only, never a loan offer, rate, credit limit, or approval decision. Tools Servicing (signed-in, the user's own loans): qbolendinggetloans — the user's active/completed Term Loans (TL) and Lines of Credit (LOC): status, remaining balance, APR, term, repayment status, total paid, expected payoff, next payment; per-LOC available credit, whether draws are permitted, and reasons if not. Empty result means no active or completed loans. qbolendinggetpeeroffers — what QuickBooks businesses with a similar profile have received (amount, APR, term). Not tied to having a loan.
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