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Caribooks (QuickBooks Online)

Create a task or a standing loop

create_task

Create a paused bookkeeping loop from a user-requested task, in the user's language. Suitable for recurring work on a schedule or after documents reach the Caribooks document box. The loop defines its data access, permitted actions and approval requirements. Returns the saved task and its proposed configuration for review. Creating a task does not start it or write to QuickBooks. New loops start in preview mode.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyNoWhich connected QuickBooks company to use (name, realm id, or connection id). Optional when only one company is connected.
run_nowNotrue to start the loop and run it once immediately, only when the user asked for the work now.
scheduleNorecurring for standing work, once for a single errand. Defaults to recurring when the sentence names a rhythm (every morning, chaque lundi) or waits on arriving documents, and once otherwise.
sentenceYesWhat the user wants done, in their own words and their own language, one or two sentences. Do not translate or tidy it.

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observed

TDQS

A4/5.0
Behavior3/5

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

The description discloses useful behaviors beyond the annotations (paused, no QuickBooks write, preview mode, returns configuration for review). However, it states 'Creating a task does not start it' without qualification, yet the run_now parameter can start the loop immediately. This overgeneralization is misleading and could cause an agent to ignore run_now when the user asks for work now. The annotations (readOnlyHint=false, destructiveHint=false) do not contradict, but the internal inconsistency reduces transparency.

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

Conciseness4/5

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

The description is six sentences, each carrying meaningful information: purpose, suitability, internal behavior, return value, safety, and preview mode. It is front-loaded with the main purpose and avoids fluff, though the final two sentences could be tightened. Overall, it is efficient for the amount of context it provides.

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

Completeness3/5

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

The description covers return value ('Returns the saved task and its proposed configuration') and safety, which helps given there is no output schema. However, the absolute claim that creating a task does not start it conflicts with the run_now parameter, leaving a gap for agents handling immediate-execution requests. It also doesn't elaborate on when company selection is needed, though the schema covers that. These gaps prevent full completeness.

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 input schema already provides 100% coverage with parameter descriptions, so the baseline is 3. The description adds semantic value by framing the sentence as the user's own words and language, and by explaining the loop is paused and returns a configuration for review. This extra context helps an agent understand the intent behind the parameters, especially sentence and run_now.

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 states a specific verb and resource: 'Create a paused bookkeeping loop from a user-requested task'. It also explicitly distinguishes this tool from the many sibling create_* tools for QuickBooks entities by noting it does not write to QuickBooks. The title 'Create a task or a standing loop' further clarifies it handles both one-off and recurring work, making its purpose unmistakable.

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

Usage Guidelines4/5

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

The description gives a clear when-to-use signal: 'Suitable for recurring work on a schedule or after documents reach the Caribooks document box.' It also implies safety constraints (paused, no QuickBooks write, preview mode). However, it does not explicitly name alternatives like activate_loop or mention run_now as the path for immediate execution, and it lacks an explicit 'when not to use' against other create_* tools, though the loop concept is distinct enough.

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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