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Lunar-Software-Solution

QuickBooks Online MCP Server

create_term

Create a new payment term in QuickBooks Online, such as Net 30 or Due on Receipt, defining due days and optional discounts.

Instructions

Create a new payment term in QuickBooks Online (e.g., Net 30, Due on Receipt).

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 provided; description only states action without disclosing behavioral traits (e.g., duplicate handling, permissions, side effects).

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

Conciseness5/5

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

Single sentence with no wasted words; action and resource upfront.

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

Completeness3/5

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

Covers basic creation but lacks details on return value, required permissions, or behavior with optional fields. Adequate but not thorough.

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

Parameters3/5

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

Schema has high coverage (all parameters described). Description adds value with examples but doesn't explain relationships or non-obvious constraints.

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?

Clear verb 'Create' and resource 'payment term' with examples like 'Net 30', 'Due on Receipt'. Distinct from sibling create tools.

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

Usage Guidelines3/5

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

Provides examples of when to use (creating standard payment terms), but no guidance on when not to use or alternatives like update_term or search_terms.

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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