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Lunar-Software-Solution

QuickBooks Online MCP Server

create_credit_memo

Issue a customer credit memo in QuickBooks Online to adjust invoice balances. Provide customer ID and line item details.

Instructions

Create a credit memo (customer credit) in QuickBooks Online.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
paramsYes
companyNoTarget QuickBooks company as its realm ID (e.g. 1234567890123456). Optional — if omitted, the connection's default company is used.
Behavior1/5

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

No annotations are provided, and the description does not disclose any behavioral traits (e.g., permissions required, side effects like updating customer balance, or whether the credit memo can be edited later). The description is silent on what happens when the tool is invoked.

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

Conciseness3/5

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

The description is a single sentence, which is concise but overly brief. It lacks structure and additional sentences that could provide necessary context without being verbose.

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

Completeness2/5

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

Given the complexity of creating a credit memo with nested line items, the description is incomplete. It does not mention required fields (customer_ref, line_items), defaults, or error conditions. No output schema is provided to explain the return value.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

With schema description coverage at 50%, the description adds no extra meaning to the parameters. The tool description does not explain how to use the parameters (e.g., how line items work, format of dates). The schema provides minimal descriptions, but the tool description should compensate for the low coverage.

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?

Description clearly states the action (create), resource (credit memo), context (customer credit), and platform (QuickBooks Online). It distinguishes from sibling tools like create_invoice or create_sales_receipt by specifying 'customer credit'.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines2/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

No guidance on when to use this tool versus alternatives such as create_refund_receipt or create_vendor_credit. No prerequisites or exclusions provided.

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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