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Caribooks (QuickBooks Online)

Attach a file to a transaction

attach_file
Destructive

Attach an original PDF, image, spreadsheet, CSV or Word file to an existing QuickBooks transaction. upload_id identifies a file in the Caribooks document box, populated through portal uploads or the account's receiving email address. For ChatGPT native attachments, file accepts the original file descriptor supplied by ChatGPT. content_base64 accepts the actual bytes of a small file. Maximum file size: 20 MB. Requires full access on the connection. Does not create a transaction or render a transcription.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
fileNoA file the user attached in this conversation, passed by the assistant's app. Use this or upload_id or content_base64, not two.
txn_idYesQuickBooks Id of that transaction.
companyNoWhich connected QuickBooks company to use (name, realm id, or connection id). Optional when only one company is connected.
filenameNoFile name with its extension, e.g. 'facture-2026-08.xlsx'. Shown in QuickBooks. Required with content_base64; with upload_id it defaults to the uploaded file's name.
txn_typeYesQuickBooks transaction type the file documents.
upload_idNoThe document id from list_receipt_inbox. Use this or content_base64, not both.
content_typeNoMedia type of the file, e.g. application/pdf, image/jpeg, text/csv, application/vnd.openxmlformats-officedocument.spreadsheetml.sheet. With content_base64 only; optional when it is a data URL that names it.
content_base64NoThe file's bytes encoded as base64 (a data URL is accepted too), for a small file you hold.
allow_duplicateNoThe call fails if the transaction already has an attachment. Only set true after the user explicitly confirms they want an additional document attached.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A3.9/5.0
Behavior4/5

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

With annotations already indicating mutability and destructiveness, the description adds valuable context: the 20 MB size limit, the full-access permission requirement, and the fact that this action does not create a transaction or transcription. This goes beyond the structured hints without contradicting them.

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 dense but well organized: opening with the core action, then clarifying the three file sources, then constraints, permissions, and exclusions. Every sentence earns its place and no schema information is needlessly repeated.

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

Completeness4/5

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

For a 9-parameter mutation tool with no output schema, the description covers the key invocation concerns: what files are accepted, how to supply them, size limits, permissions, and side-effect boundaries. The only minor gap is that it does not describe the call's return value or confirmation behavior.

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?

The schema already covers all parameters, so the baseline is 3. The description adds meaningful extra semantics by explaining the three file-source modes: upload_id from the Caribooks document box, file for ChatGPT native descriptors, and content_base64 for small inline bytes. This helps agents choose the right mutually exclusive parameter.

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

Purpose4/5

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

The description clearly states a specific verb and resource: attach a file to an existing QuickBooks transaction, and enumerates supported file types. It also clarifies that it does not create a transaction or render a transcription, which separates it from the create_* family. However, it does not explicitly differentiate itself from the closely named sibling attach_receipt.

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

Usage Guidelines3/5

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

The description provides useful context: it targets existing transactions, requires full access, and explicitly excludes creating transactions or rendering transcriptions. It does not name alternative tools such as attach_receipt or state when to prefer them, so the usage guidance is implied rather than explicit.

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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