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Caribooks (QuickBooks Online)

update transfer

update_transfer
Destructive

Update an existing transfer in QuickBooks Online (requires Id and SyncToken).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
entityYesFields to update. Must include Id and the current SyncToken (fetch the Transfer first). Do not send government identifiers (SSN or tax IDs), birth dates or card-processing details. Manage those fields directly in QuickBooks. Updates are sparse by default: only the fields sent change, and a Line array sent replaces all lines. Send sparse: false for a full update, which clears every writable field left out. A sparse update must also repeat FromAccountRef, ToAccountRef and Amount, unchanged, or QuickBooks rejects it as missing.
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
Behavior3/5

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

Annotations already indicate destructiveHint=true and readOnlyHint=false, so the mutating nature is covered. The description adds the prerequisite of Id and SyncToken, which is useful, but it does not disclose behaviors like sparse updates or the fact that a Line array replaces all lines—those details live in the parameter schema, not the description.

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?

The description is a single, front-loaded sentence that states the purpose and the key requirement. There is zero waste; every word earns its place.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The schema provides extensive detail on the entity parameter, including sparse update semantics and required fields. However, the description does not mention what the tool returns (no output schema) or that the transfer must be fetched first to obtain the current SyncToken (though that is in the schema). For a mutating tool with no output schema, the description could be more complete, but the schema compensates significantly.

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%: both entity and company have detailed descriptions. The tool description itself adds nothing about parameters beyond what the schema already states. Since the schema carries the full weight, a baseline of 3 is appropriate.

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 clearly states the tool updates an existing transfer in QuickBooks Online, and explicitly notes the requirement for Id and SyncToken. This distinguishes it from create_transfer (new) and delete_transfer (removal) without needing to name siblings.

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 usage for existing transfers via the word 'existing,' but it does not explicitly mention alternatives like create_transfer or delete_transfer, nor does it state when to prefer this tool over other update tools. The guidance is clear but not explicit.

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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