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Caribooks (QuickBooks Online)

search journal entries

search_journal_entries
Read-only

Search journal entry records in QuickBooks Online. Results are full records with SyncToken, so no get is needed after; read several known Ids in one search with Id IN.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
companyNoWhich connected QuickBooks company to use (name, realm id, or connection id). Optional when only one company is connected.
criteriaNoCriteria accepts: an array of {field, value, operator} objects (operators: =, <, >, <=, >=, LIKE with % wildcards, IN), a simple {Field: value} object, or {criteria: [...], asc|desc: "Field", limit, offset, count}. Filters are ANDed; QuickBooks has no OR, cannot filter on Line fields, and only filters top-level fields (TxnDate, DocNumber, CustomerRef, VendorRef, Balance, TotalAmt, DueDate, MetaData.LastUpdatedTime, ...). Field names and values are case-sensitive as QuickBooks stores them. Government identifiers, birth dates and card-processing details are not available through these tools. One call returns one page of at most 1000 records, and a large page is truncated to fit the answer: narrow with filters or walk it with limit and offset rather than asking for everything. Omit to return the first page of all journal_entry records.

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?

Annotations already declare readOnlyHint=true, destructiveHint=false, and openWorldHint=false, so safety is covered. The description adds one genuinely useful behavioral fact -- the returned records include SyncToken so no follow-up get is required -- but says nothing about pagination, truncation, or response shape. Modest added value against an already-covered annotation set.

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

Conciseness5/5

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

Two sentences, zero filler, and the purpose is front-loaded ahead of the practical tip. Every clause earns its place.

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?

For a read-only search tool with a rich, 100%-covered schema and annotations carrying the safety profile, the description covers what it needs to: scope, result completeness, and one batching pattern. It omits alternative routing (get_journal_report, get_journal_entry) and any pagination reminder, but the schema already handles the latter.

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%: `company` and `criteria` are both documented in detail, including operators, ANDed filters, case-sensitivity, and the 1000-record page limit. The description only adds the `Id IN` tip, which is already implied by the schema's operator list. Baseline 3 is appropriate when the schema does the heavy lifting.

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 (search) and resource (journal entry records in QuickBooks Online), and differentiates from the sibling get_journal_entry by noting results are full records with SyncToken so no follow-up get is needed. An agent can pick between search and get without opening either schema.

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 concrete usage context: read several known Ids in one call with `Id IN`, which tells the agent when a search beats multiple gets. It stops short of stating exclusions (e.g., when to prefer get_journal_report or get_journal_entry for a single Id), so it is clear context rather than full when/when-not routing.

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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