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Caribooks (QuickBooks Online)

Find expenses without attachments

find_expenses_without_attachments
Read-only

List purchases and bills with no document attached in QuickBooks. Compares transactions against all attachments on the server in one call: no attachment needs reading one by one. Returns compact rows with type, id, date, amount, currency, payee, payment account, expense category, memo and document number, newest first, plus documented and undocumented counts. Charges the user marked in Caribooks as having no receipt are left out and counted as said_no_receipt. Some categories, such as payroll, tax remittances, transfers and bank fees, may not require receipts. A window too wide to fit is truncated from the oldest end; from and to limit the date range.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
toNoLatest transaction date, YYYY-MM-DD. Defaults to no upper bound.
fromNoEarliest transaction date, YYYY-MM-DD. Defaults to twelve months ago.
typesNoPurchase (anything paid from a bank or card account, including bank-feed lines), Bill (payables), or both. Defaults to both.
companyNoWhich connected QuickBooks company to use (name, realm id, or connection id). Optional when only one company is connected.

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?

Beyond the readOnlyHint annotation it discloses ordering (newest first), the exact returned fields, documented/undocumented counts, exclusion of charges flagged said_no_receipt, and truncation-from-the-oldest-end behavior. That is unusually rich behavioral context for a read tool.

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?

Purpose is front-loaded and most sentences carry distinct information (exclusions, return fields, truncation). It is somewhat dense with one long comma-separated sentence enumerating return columns, but little is wasted.

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?

With no output schema, the description does the heavy lifting by enumerating returned rows and counts, exclusions, ordering and truncation. Complete enough to call correctly; a note on pagination/limits would make it airtight.

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

Parameters3/5

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

Schema description coverage is 100%, so the schema already documents to, from, types and company fully. The description only adds that from/to limit the date range and ties truncation to window width, which is marginal over the schema baseline.

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?

States a specific verb (List) and a precise scope (purchases and bills with no document attached in QuickBooks). This cleanly differentiates it from siblings like search_purchases, search_bills, search_attachables and list_purchases_without_payee.

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 on the job (surfacing transactions missing receipts) and notes implicit exclusions such as payroll, tax remittances, transfers and bank fees that may not require receipts. It never names an alternative sibling or states an explicit when-not-to-use, so it stops short of the top score.

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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