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Caribooks (QuickBooks Online)

Create a task or a standing loop

create_task

Create a 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. The loop is saved paused unless run_now is true, which starts it and runs it once right away. New loops run in preview mode: a run writes nothing to QuickBooks, and every change it wants waits for the user's approval in Caribooks.

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

A4.3/5.0
Behavior5/5

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

Adds substantial behavior beyond the annotations: the loop is saved paused unless run_now is true, and new loops run in preview mode writing nothing to QuickBooks with every change awaiting approval. These are exactly the safety/state traits an agent needs and that readOnlyHint/destructiveHint alone do not convey.

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?

Five sentences, front-loaded with the core action, then scope, then state behavior. Every sentence carries information, though the return-value and preview sentences could be tightened slightly.

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?

No output schema, so the description appropriately covers the return value ('the saved task and its proposed configuration for review') plus paused/preview behavior. Nothing needed to invoke it correctly is missing.

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 coverage is 100%, so the baseline is 3, but the description adds meaning not in the schema: the default paused state and the run_now trigger semantics, plus preview-mode consequences of running. This goes beyond the parameter docs rather than restating them.

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?

States a specific verb and resource ('Create a bookkeeping loop from a user-requested task') and defines what a loop is (data access, permitted actions, approval requirements). It clearly separates loops from plain transactions, but never names the nearest sibling (create_recurring_transaction) to disambiguate the overlap.

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?

Gives clear context for when to use it: 'recurring work on a schedule or after documents reach the Caribooks document box.' The schedule enum logic (recurring vs once) is also echoed. However, it offers no explicit when-not guidance or named alternatives such as create_recurring_transaction.

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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