QuickBooks Online MCP Server

{
  "scenario": "chat2-operations",
  "persona": "Martinez Cleaning LLC Operations Manager",
  "description": "Daily operations - invoice creation, customer billing, vendor management",
  "conversation": [
    {
      "step": 1,
      "user_message": "I need to find customer 'ABC Office Building' to create an invoice for this month's cleaning services.",
      "tool_calls": [
        {
          "tool": "qbo_list_customers",
          "params": {
            "search": "ABC",
            "active_only": true,
            "response_format": "json"
          }
        }
      ],
      "validation": {
        "should_contain": ["DisplayName", "Id"],
        "response_type": "json",
        "min_results": 0
      }
    },
    {
      "step": 2,
      "user_message": "Create an invoice for customer ID 123 for monthly cleaning services at $2,500.",
      "tool_calls": [
        {
          "tool": "qbo_create_invoice",
          "params": {
            "customer_id": "123",
            "line_items": [
              {
                "description": "Monthly Office Cleaning - January 2026",
                "amount": 2500,
                "quantity": 1
              }
            ],
            "due_date": "2026-02-15",
            "memo": "Monthly recurring cleaning service"
          }
        }
      ],
      "validation": {
        "should_contain": ["Invoice created successfully", "2500"],
        "response_type": "text",
        "success_indicator": "✅"
      }
    },
    {
      "step": 3,
      "user_message": "Show me all invoices created this month to review our billing.",
      "tool_calls": [
        {
          "tool": "qbo_list_invoices",
          "params": {
            "start_date": "2026-01-01",
            "end_date": "2026-01-31",
            "status": "all",
            "response_format": "markdown"
          }
        }
      ],
      "validation": {
        "should_contain": ["Invoice", "Total"],
        "response_type": "markdown"
      }
    },
    {
      "step": 4,
      "user_message": "List all our active vendors so I can review our supplier relationships.",
      "tool_calls": [
        {
          "tool": "qbo_list_vendors",
          "params": {
            "active_only": true,
            "limit": 50,
            "response_format": "json"
          }
        }
      ],
      "validation": {
        "should_contain": ["DisplayName", "Active"],
        "response_type": "json",
        "validate_schema": true
      }
    },
    {
      "step": 5,
      "user_message": "Show me bills due in the next 30 days that need to be paid.",
      "tool_calls": [
        {
          "tool": "qbo_list_bills",
          "params": {
            "status": "unpaid",
            "limit": 100,
            "response_format": "markdown"
          }
        }
      ],
      "validation": {
        "should_contain": ["Bill", "Vendor", "Due"],
        "response_type": "markdown"
      }
    },
    {
      "step": 6,
      "user_message": "Get a list of all customers with outstanding balances.",
      "tool_calls": [
        {
          "tool": "qbo_list_customers",
          "params": {
            "active_only": true,
            "limit": 100,
            "response_format": "json"
          }
        }
      ],
      "validation": {
        "should_contain": ["Balance", "DisplayName"],
        "response_type": "json",
        "validate_balances": true
      }
    }
  ],
  "success_criteria": {
    "all_tools_succeed": true,
    "invoice_created": true,
    "total_time_under_ms": 15000,
    "data_consistency": true
  }
}