Skip to main content
Glama
Lunar-Software-Solution

QuickBooks Online MCP Server

get_balance_sheet

Generate a Balance Sheet report from QuickBooks Online to view assets, liabilities, and equity for a specified date range and accounting method.

Instructions

Generate a Balance Sheet report from QuickBooks Online showing assets, liabilities, and equity.

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 provided, and the description does not disclose behavioral traits such as read-only nature, data freshness, or impact on QuickBooks. It simply states the output, leaving the agent uninformed about side effects or limitations.

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?

The description is a single, well-formed sentence with no redundant information. It is front-loaded and gets straight to the point.

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?

The description explains the output (assets, liabilities, equity) but omits important contextual details such as the date range parameter (critical for a balance sheet) and the fact that it is a point-in-time report. No output schema exists, so more context would be beneficial.

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 only 50% schema description coverage, the description should fill gaps but does not. It adds no meaning beyond the schema's parameter descriptions; it doesn't explain that start_date and end_date set the report period or how accounting_method affects the report.

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?

The description clearly states the tool generates a Balance Sheet report and lists the key accounts (assets, liabilities, equity). This distinguishes it from sibling report tools like get_profit_and_loss or get_cash_flow.

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 other report tools. The description does not mention prerequisites, date range considerations, or alternatives.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/Lunar-Software-Solution/qbo-mcp-multicompany'

If you have feedback or need assistance with the MCP directory API, please join our Discord server