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analyze_qbo_journal_anomalies

Scan a QuickBooks Online "Journal Entries" CSV export for anomalies — currently round-number lines (debit or credit amounts that are exact multiples of $1,000, above a $1,000 materiality threshold). Round numbers are statistically rare in real bookkeeping and frequently indicate estimates, plugs, or fraud signals worth review. Input is raw CSV text from QBO Reports → Accountant → Journal. Max 5,000 rows; max 5 MB. Returns flagged lines with severity ($100K+ high, $10K+ medium, else low) and a shareable URL. Use this when a user pastes QBO data and asks "any anomalies?", "look for round numbers", or "anything suspicious". Tier-0 subset — HelloBooks Phase 3.0 anomaly detection in the paid product additionally catches GL outliers vs entity history, vendor-history mismatches, archived-vendor activity, and AI-narrated suspicious lines (which require the live HelloBooks account).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
csvTextYesRaw CSV text of a QuickBooks Online "Journal Entries" report. Export from QBO: Reports → Accountant → Journal → Export as CSV. Paste the file contents directly.
fileNameNoOptional original filename, used only as a label on the share page.

TDQS

A4.9/5.0
Behavior5/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description fully discloses behavior: input format (raw CSV text from QBO Reports → Accountant → Journal), limits (max 5,000 rows, 5 MB), output (flagged lines with severity and a shareable URL), and what the tool does not do (paid product features). No contradictions.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured and front-loaded with the core purpose. Every sentence adds value—input details, use cases, limitations, and relation to paid features. No redundant or wasted words.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness5/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

Given the complexity of anomaly detection and absence of an output schema, the description is remarkably complete. It covers input, output, use cases, limits, severity levels, and ties to the product roadmap, leaving no critical gaps for an AI agent.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters4/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema description coverage is 100%, so baseline is 3. The description adds context beyond the schema by explaining the expected CSV format and the purpose of the optional fileName as a label. This extra information raises the score slightly.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool scans a QBO Journal Entries CSV for anomalies, specifically round-number lines. It distinguishes itself from sibling tools like analyze_xero_journal_anomalies and analyze_qbo_journal_cleanup by specifying the exact input source and type of anomaly.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

Explicitly mentions when to use: when a user pastes QBO data and asks 'any anomalies?', 'look for round numbers', or 'anything suspicious'. It also clarifies this is a Tier-0 subset and that the paid product has additional capabilities, providing clear context and alternatives.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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TDQS

A3.9/5.0
Disambiguation5/5

Each tool has a clearly distinct purpose, with detailed descriptions that specify the exact input and use case. Even similar tools like QBO vs Xero journal analyzers are differentiated by source system and specific checks, leaving no ambiguity.

Naming Consistency4/5

The majority of tools follow a verb_noun snake_case pattern (e.g., analyze_balance_sheet, list_features). A few exceptions like how_munimji_helps and feature_search deviate slightly, but overall the convention is consistent and readable.

Tool Count4/5

With 26 tools covering financial analysis, compliance, migration, and product info, the count is on the higher side but justified by the breadth of the accounting domain. Each tool serves a specific need without redundancy.

Completeness4/5

The tool set covers all major financial statement checks (balance sheet, P&L, trial balance, journal entries), compliance, migration, and product details. A notable gap is the lack of cash flow analysis, but the set is otherwise comprehensive for its scope.

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