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Lunar-Software-Solution

QuickBooks Online MCP Server

get_customer_balance

Retrieve outstanding customer balances from QuickBooks Online. Filter by report date or specific customer for focused analysis.

Instructions

Generate a Customer Balance report from QuickBooks Online showing outstanding balances by customer.

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 exist, so the description must fully convey behavioral traits. It only states it 'generates a report,' implying a read-only operation, but fails to disclose potential limitations, data freshness, authentication requirements, or whether it affects QuickBooks state.

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, efficient sentence that communicates the core functionality with no wasted words or redundancy.

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?

Despite the lack of output schema, the description does not clarify the structure of the report, whether it returns a list with balances per customer or aggregated totals, or what format to expect. More detail is needed for a complete understanding.

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?

The schema provides adequate descriptions for all parameters (report_date, customer, summarize_column_by, company) with 100% coverage. The description adds no additional parameter-specific meaning beyond the schema, meeting the baseline for high 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?

The description clearly states the tool generates a Customer Balance report from QuickBooks Online showing outstanding balances by customer, using a specific verb and resource. It distinguishes itself from sibling financial report tools like get_aged_receivables or get_profit_and_loss.

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. There is no mention of preferred scenarios, exclusions, or when a different tool like get_aged_receivables might be more appropriate.

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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