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Caribooks (QuickBooks Online)

List the receipt inbox

list_receipt_inbox
Read-only

List receipts, invoices and documents uploaded through the Caribooks portal or a drop link, or emailed to the account's or a company's receiving address. Returns each file's upload_id, company, kind, filing status and content preview. Kinds include transaction evidence, monthly statements and reference documents. Read-only; does not create transactions or attachments. include_filed includes filed statements and references. upload_id selects a document for a full-text read; text_offset pages through long documents, and cursor pages through older files. search, from, to, min_total and max_total find documents by the words, date and total read off them, filed receipts included; each line shows the vendor, date, number, total and summary read.

Tool call template

This tool declares no required parameters. Add optional parameters from the input schema as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {},
    "name": "list_receipt_inbox"
  }
}

Input Schema

NameRequiredDescriptionDefault
toNoOnly documents dated on or before this day, YYYY-MM-DD.
fromNoOnly documents dated on or after this day, YYYY-MM-DD, by the date written on them.
limitNoFiles per page, newest first. Defaults to 10.
cursorNoThe next cursor from a listing. Keep the same company and include_filed when continuing.
searchNoWords every matching document contains, in its vendor, number, summary, lines bought, text, file name, sender or subject. Case and accents do not matter. Searches filed documents too.
companyNoOnly the files sorted into this connected company. Every file when left out, each line saying which company it belongs to.
max_totalNoOnly documents whose total is at most this amount.
min_totalNoOnly documents whose total is at least this amount.
upload_idNoRead this file instead of listing previews. PDFs return up to 12,000 characters with a continuation until the end.
text_offsetNoContinue reading upload_id at the text_offset returned by the previous call. Defaults to 0.
include_filedNoAlso list filed statements and references. A named file includes these automatically; filed receipts live in QuickBooks.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed5 schema fields changed
    • addedInput schema / properties / from
      Added value: +{
      +  "description": "Only documents dated on or after this day, YYYY-MM-DD, by the date written on them.",
      +  "pattern": "^(\\d{4}-\\d{2}-\\d{2})?$",
      +  "type": "string"
      +}
    • addedInput schema / properties / max_total
      Added value: +{
      +  "description": "Only documents whose total is at most this amount.",
      +  "type": "number"
      +}
    • addedInput schema / properties / min_total
      Added value: +{
      +  "description": "Only documents whose total is at least this amount.",
      +  "type": "number"
      +}
    • addedInput schema / properties / search
      Added value: +{
      +  "description": "Words every matching document contains, in its vendor, number, summary, lines bought, text, file name, sender or subject. Case and accents do not matter. Searches filed documents too.",
      +  "maxLength": 200,
      +  "type": "string"
      +}
    • addedInput schema / properties / to
      Added value: +{
      +  "description": "Only documents dated on or before this day, YYYY-MM-DD.",
      +  "pattern": "^(\\d{4}-\\d{2}-\\d{2})?$",
      +  "type": "string"
      +}
  2. First observed

TDQS

A4.1/5.0
Behavior4/5

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

Annotations already declare readOnlyHint=true and destructiveHint=false, so the safety profile is covered. The description adds value by explicitly stating 'Read-only; does not create transactions or attachments' and describing return content, pagination behavior (text_offset, cursor), and PDF text limits. It does not mention auth needs or rate limits, which are minor for a read-only list.

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 four sentences, front-loaded with the core purpose and return values, then covering behaviors and parameters. It is efficient, though it could be slightly more structured (e.g., bullet points) for a tool with 11 parameters.

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 adequately explains what is returned (upload_id, company, kind, filing status, content preview; each line shows vendor, date, number, total, summary). It also covers pagination and search behavior. It does not address error cases or auth requirements, but these are minor for a read-only listing tool with full schema coverage.

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 baseline is 3. The description goes beyond the schema by explaining the effect of include_filed ('includes filed statements and references'), upload_id ('selects a document for a full-text read'), text_offset ('pages through long documents'), and how search, from, to, min_total, max_total jointly filter documents. This adds practical meaning for an agent.

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 (list) and resource (receipts, invoices, documents from portal/drop link/email), and distinguishes the scope from general attachments by specifying the source of files. An agent can immediately tell this is for listing inbox uploads, not creating transactions or searching attachables.

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 implies the tool's usage for listing inbox files and notes read-only behavior, but it does not explicitly name alternative tools (e.g., search_attachables) or state when to use this versus those alternatives. It provides parameter-level guidance but no explicit when/when-not conditions.

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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