QuickBooks Online MCP Server

{
  "scenario": "chat3-owner",
  "persona": "Martinez Cleaning LLC Business Owner",
  "description": "Executive overview - business health, cash flow, key metrics",
  "conversation": [
    {
      "step": 1,
      "user_message": "Give me a high-level view of our business performance for Q4 2025.",
      "tool_calls": [
        {
          "tool": "qbo_profit_loss_report",
          "params": {
            "start_date": "2025-10-01",
            "end_date": "2025-12-31",
            "response_format": "markdown"
          }
        }
      ],
      "validation": {
        "should_contain": ["Total Income", "Net Income", "Gross Profit"],
        "response_type": "markdown",
        "calculate_margins": true
      }
    },
    {
      "step": 2,
      "user_message": "How much money do we have in the bank right now?",
      "tool_calls": [
        {
          "tool": "qbo_list_accounts",
          "params": {
            "account_type": "Bank",
            "response_format": "json"
          }
        }
      ],
      "validation": {
        "should_contain": ["CurrentBalance", "Bank"],
        "response_type": "json",
        "sum_balances": true
      }
    },
    {
      "step": 3,
      "user_message": "Who are our top customers by account balance?",
      "tool_calls": [
        {
          "tool": "qbo_list_customers",
          "params": {
            "active_only": true,
            "limit": 100,
            "response_format": "json"
          }
        }
      ],
      "validation": {
        "should_contain": ["DisplayName", "Balance"],
        "response_type": "json",
        "sort_by_balance": true
      }
    },
    {
      "step": 4,
      "user_message": "What's our total accounts receivable (money customers owe us)?",
      "tool_calls": [
        {
          "tool": "qbo_list_invoices",
          "params": {
            "status": "open",
            "limit": 1000,
            "response_format": "json"
          }
        }
      ],
      "validation": {
        "should_contain": ["Balance"],
        "response_type": "json",
        "calculate_total_ar": true
      }
    },
    {
      "step": 5,
      "user_message": "What's our total accounts payable (money we owe vendors)?",
      "tool_calls": [
        {
          "tool": "qbo_list_bills",
          "params": {
            "status": "unpaid",
            "limit": 1000,
            "response_format": "json"
          }
        }
      ],
      "validation": {
        "should_contain": ["Balance"],
        "response_type": "json",
        "calculate_total_ap": true
      }
    },
    {
      "step": 6,
      "user_message": "Show me our expense accounts to see where money is going.",
      "tool_calls": [
        {
          "tool": "qbo_list_accounts",
          "params": {
            "account_type": "Expense",
            "response_format": "markdown"
          }
        }
      ],
      "validation": {
        "should_contain": ["Expense", "CurrentBalance"],
        "response_type": "markdown"
      }
    },
    {
      "step": 7,
      "user_message": "Give me a year-to-date P&L to see how we're tracking for 2026.",
      "tool_calls": [
        {
          "tool": "qbo_profit_loss_report",
          "params": {
            "start_date": "2026-01-01",
            "end_date": "2026-01-31",
            "response_format": "markdown"
          }
        }
      ],
      "validation": {
        "should_contain": ["Net Income", "Total Income"],
        "response_type": "markdown"
      }
    }
  ],
  "success_criteria": {
    "all_tools_succeed": true,
    "total_time_under_ms": 20000,
    "data_consistency": true,
    "financial_calculations_accurate": true
  }
}