QuickBooks Online MCP Server

{
  "scenario": "chat1-accountant",
  "persona": "Martinez Cleaning LLC Accountant",
  "description": "Month-end closing workflow - financial reporting and reconciliation",
  "conversation": [
    {
      "step": 1,
      "user_message": "I need to prepare the month-end financial report for December 2025. Can you show me the profit and loss statement?",
      "tool_calls": [
        {
          "tool": "qbo_profit_loss_report",
          "params": {
            "start_date": "2025-12-01",
            "end_date": "2025-12-31",
            "response_format": "markdown"
          }
        }
      ],
      "validation": {
        "should_contain": ["Total Income", "Total Expenses", "Net Income"],
        "response_type": "markdown",
        "min_length": 100
      }
    },
    {
      "step": 2,
      "user_message": "What's the current balance in all bank accounts?",
      "tool_calls": [
        {
          "tool": "qbo_list_accounts",
          "params": {
            "account_type": "Bank",
            "response_format": "markdown"
          }
        }
      ],
      "validation": {
        "should_contain": ["Bank", "CurrentBalance"],
        "response_type": "markdown"
      }
    },
    {
      "step": 3,
      "user_message": "Show me all unpaid invoices to understand our accounts receivable.",
      "tool_calls": [
        {
          "tool": "qbo_list_invoices",
          "params": {
            "status": "open",
            "limit": 100,
            "response_format": "json"
          }
        }
      ],
      "validation": {
        "should_contain": ["Balance", "CustomerRef"],
        "response_type": "json",
        "validate_schema": true
      }
    },
    {
      "step": 4,
      "user_message": "List all unpaid bills to understand our accounts payable.",
      "tool_calls": [
        {
          "tool": "qbo_list_bills",
          "params": {
            "status": "unpaid",
            "limit": 100,
            "response_format": "json"
          }
        }
      ],
      "validation": {
        "should_contain": ["Balance", "VendorRef"],
        "response_type": "json",
        "validate_schema": true
      }
    },
    {
      "step": 5,
      "user_message": "Show me the full chart of accounts with current balances.",
      "tool_calls": [
        {
          "tool": "qbo_list_accounts",
          "params": {
            "account_type": "all",
            "response_format": "markdown"
          }
        }
      ],
      "validation": {
        "should_contain": ["Bank", "Income", "Expense", "Accounts Receivable"],
        "response_type": "markdown"
      }
    }
  ],
  "success_criteria": {
    "all_tools_succeed": true,
    "total_time_under_ms": 10000,
    "data_consistency": true
  }
}