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Lunar-Software-Solution

QuickBooks Online MCP Server

search_budgets

Search budgets in QuickBooks Online to retrieve budget records with nested detail line items including amount, date, and references to accounts, classes, customers, departments, and locations.

Instructions

Search for budgets in QuickBooks Online. Returns Budget records with nested BudgetDetail line items (Amount, BudgetDate, AccountRef, ClassRef, CustomerRef, DepartmentRef, LocationRef). Budget is read-only in the QBO v3 API.

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 the full burden. It states 'Budget is read-only in the QBO v3 API,' implying a safe read operation, but does not explicitly disclose idempotency, authentication needs, or rate limits. This adds moderate transparency.

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 two sentences with no wasted words. It front-loads the purpose and efficiently adds structural details about the return type and read-only nature.

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?

Given no output schema, the description adequately explains the return structure (Budget records with nested BudgetDetail fields). However, it lacks information on pagination, sorting, parameter usage, and other behavioral details, leaving gaps in completeness.

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% (only 'company' has a top-level description). The tool description adds no information about the parameters (params, company, or nested fields like name, active, limit), failing to compensate for the low schema 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 'Search for budgets in QuickBooks Online' with a specific verb and resource. It distinguishes from sibling search tools by mentioning the return of Budget records with nested BudgetDetail line items, which is unique to budgets.

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?

The description provides no guidance on when to use this tool versus other search tools or alternatives. It does not mention any exclusions, prerequisites, or comparison to similar search functions.

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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