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Lunar-Software-Solution

QuickBooks Online MCP Server

get_trial_balance

Retrieve a Trial Balance report from QuickBooks Online listing all account balances for a specified date range and accounting method.

Instructions

Generate a Trial Balance report from QuickBooks Online showing all account balances.

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 description does not disclose behavioral aspects such as read-only nature, data freshness, pagination, or whether the report is generated on-the-fly. For a report tool with no annotations, this is a significant gap.

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?

Description is one sentence with 14 words, concise and front-loaded. However, it lacks structure or additional details that could aid understanding.

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 does not specify return format or what 'all account balances' entails. For a report with many sibling report tools, more context is needed to ensure appropriate selection and usage.

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?

Schema coverage is 50% (params object lacks description), and the tool description does not add meaning beyond what the schema provides. Parameters are not explained in relation to the report generation.

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?

Clearly states the tool generates a Trial Balance report from QuickBooks Online showing all account balances. Verb and resource are specific, but does not differentiate from sibling report tools like get_balance_sheet or get_general_ledger.

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 vs alternatives, no prerequisites or when-not-to-use conditions. The description provides no context for selection among sibling tools.

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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