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Lunar-Software-Solution

QuickBooks Online MCP Server

create_estimate

Create a new estimate in QuickBooks Online for a client or project. Specify line items, quantities, and rates to generate a professional estimate.

Instructions

Create an estimate 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.
Behavior2/5

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

No annotations are supplied, and the description gives no behavioral details (e.g., that estimates are non-posting, can be converted to invoices, or require specific permissions). The agent must assume standard creation behavior without any safety notes.

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 short sentence, which is concise but sacrifices content. It could benefit from a few more details without becoming 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 presence of 20+ sibling create tools and a complex nested parameter without schema details, the description is highly incomplete. It fails to provide enough context for correct parameter construction or to differentiate from similar tools.

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?

The description ignores parameters entirely. The input schema shows a nested 'estimate' object with no inner definition, and the description offers no hints about its structure or required fields. Schema coverage is 50% (only 'company' has a description), leaving the most critical parameter unexplained.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the verb ('Create') and resource ('estimate'), and identifies the system ('QuickBooks Online'). It is distinct from sibling create tools that target different entities, but lacks additional context about the purpose of an estimate versus other documents.

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 is provided on when to use this tool versus alternatives like create_invoice or create_sales_receipt. Users are left to infer the appropriate context based solely on the tool name.

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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