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Lunar-Software-Solution

QuickBooks Online MCP Server

get_profit_and_loss

Generate a Profit and Loss (Income Statement) report from QuickBooks Online, filtering by date range, accounting method, and optional dimensions like customer or department.

Instructions

Generate a Profit and Loss (Income Statement) report from 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 present, so the description carries full burden. It does not disclose if the tool is read-only, what side effects exist, or how to handle errors. For a report generation tool, information about output format or duration is missing.

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 very concise at one sentence, but it lacks essential detail given the tool's complexity (multiple parameters, nested objects). It achieves brevity but sacrifices informativeness.

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 exists, so the description should explain return values or report format, which it does not. It also fails to differentiate from similar financial report tools among the siblings.

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 adds no meaning beyond the input schema. Schema description coverage is given as 50%, and the tool description does not compensate by explaining any parameters. The nested 'params' object and 'company' field are not elaborated upon.

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 'Generate a Profit and Loss (Income Statement) report' which is a specific verb and resource. However, it does not explicitly differentiate from sibling tools like 'get_balance_sheet' or 'get_cash_flow', though the name implies the purpose.

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. No context is given about prerequisites, such as needing a QuickBooks connection or specifying a company.

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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