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Caribooks (QuickBooks Online)

get physical inventory worksheet

get_physical_inventory_worksheet
Read-only

Generate the QuickBooks physical inventory worksheet report. Returns { columns, column_types, rows }: each row has a type (section | data | total), a depth, and values aligned to columns (Money cells as numbers, first cell is the label on summary reports); id is the label cell's QuickBooks record id (e.g. the account); on detail reports ids aligns to values instead. All-zero rows are omitted and counted in hidden_zero_rows. filters lists the filters QuickBooks confirms it applied (a parameter it ignored is absent), and no_data: true means the period has nothing to report.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
paramsNoQuickBooks report query parameters: report_date (YYYY-MM-DD, the as-of date; defaults to today) or date_macro (Today, Yesterday, This Week, Last Week, This Month, Last Month, This Month-to-date, This Fiscal Quarter, Last Fiscal Quarter, This Fiscal Year, Last Fiscal Year, This Fiscal Year-to-date, Last Fiscal Year-to-date, ...); item.
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

A3.7/5.0
Behavior5/5

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

The description goes far beyond the readOnlyHint and destructiveHint annotations, disclosing detailed output semantics: row types (section/data/total), depth, value alignment, id mapping, omission of all-zero rows, hidden_zero_rows counting, filter confirmation behavior, and the no_data flag. This gives the agent a thorough understanding of the tool's exact behavior.

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 a single complex sentence but is information-dense and front-loaded with the primary purpose. While it could be restructured into clearer bullets, every clause provides necessary behavioral details. It is not overly verbose for the richness it conveys, though the long run-on structure slightly detracts.

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?

With no output schema, the description carries the full burden of explaining return values, and it does so comprehensively: columns, column_types, rows, id alignment, hidden_zero_rows, filters, and no_data. It also clarifies how ignored parameters appear. For a report-read tool with read-only annotations, nothing essential is missing.

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% for both parameters (params and company), so the baseline is 3. The description does not add any meaning to the parameters themselves; it only references filters, which is output-related. There is no compensation for parameter detail beyond the schema, so the score remains at baseline.

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 the verb 'Generate' and the specific resource 'QuickBooks physical inventory worksheet report', making the purpose unambiguous. However, it does not explicitly distinguish itself from sibling report tools like get_inventory_valuation_detail or get_balance_sheet, so it lacks the explicit sibling differentiation required for a 5.

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

Usage Guidelines2/5

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

The description provides no guidance on when to use this tool versus alternatives. It offers no context, prerequisites, or exclusions, leaving the agent to infer usage solely from the tool name. No mention of alternatives is made, so this dimension scores poorly.

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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