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Lunar-Software-Solution

QuickBooks Online MCP Server

get_general_ledger

Generate a General Ledger report from QuickBooks Online showing detailed transaction history, filterable by date range, account, and accounting method.

Instructions

Generate a General Ledger report from QuickBooks Online showing detailed transaction history.

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, and the description does not disclose read-only nature, potential performance implications, or any side effects beyond generating a report.

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

Conciseness4/5

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

Single sentence, no redundancy, but could include more detail without losing conciseness.

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?

No output schema and description omits important behavioral details like pagination, date range limits, or response format, leaving the agent underinformed.

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?

Despite schema descriptions for parameters, the tool description adds no extra meaning to parameters like start_date, end_date, or sorting. With 50% schema coverage, more description needed.

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 it generates a General Ledger report from QuickBooks Online with detailed transaction history, distinguishing it from other report tools like balance sheet or 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 on when to use this tool versus alternatives such as get_trial_balance or get_profit_and_loss. Lacks context for selection.

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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