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Lunar-Software-Solution

QuickBooks Online MCP Server

get_vendor_balance

Retrieve outstanding vendor balances from QuickBooks Online for a specified date, with optional vendor filtering and column summarization.

Instructions

Generate a Vendor Balance report from QuickBooks Online showing outstanding balances by vendor.

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.
Behavior3/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

With no annotations, the description carries full burden for behavioral disclosure. It implies a read-only report generation but does not explicitly state side effects, authorization needs, or rate limits. Basic transparency is present but not detailed.

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 sentence that is front-loaded and concise, with no wasted words. It effectively communicates the core function.

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 is adequate for a simple read tool but lacks information about return format or structure. Given no output schema, the agent might be uncertain about what the tool returns.

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 description coverage is 50% (params object lacks description). The description adds little beyond the tool's purpose; it does not explain that params is a required object containing date, vendor filter, and column summarization. Most parameter meaning is left to the schema.

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 Vendor Balance report from QuickBooks Online, showing outstanding balances by vendor. This distinguishes it from sibling tools like get_aged_payables or get_vendor_expenses, which focus on different aspects.

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 such as get_aged_payables or get_vendor_expenses. The description does not specify prerequisites or context for use.

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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