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Lunar-Software-Solution

QuickBooks Online MCP Server

search_credit_memos

Search for credit memos in QuickBooks Online by customer, date range, and limit results.

Instructions

Search for credit memos in 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?

With no annotations, the description carries the full burden for behavioral disclosure. It only states 'Search for credit memos' without detailing that it returns a list, pagination, or any side effects. No indication of read-only nature or rate limits.

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 a single concise sentence, but it omits important details. It is minimally adequate but could be more structured with bullet points or additional context.

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?

For a search tool with multiple parameters, no output schema, and no annotations, the description is incomplete. It does not explain filtering by customer/date, limit, or default behavior, leaving the agent with gaps.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters3/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is high (all parameters have descriptions), so baseline is 3. The tool description adds no additional parameter meaning beyond what the schema provides. No value added to parameter semantics.

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 the tool searches for credit memos in QuickBooks Online, identifying the verb and resource. It distinguishes from siblings like search_invoices or get_credit_memo by specifying the entity type, though it does not differentiate from other credit memo tools.

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 like get_credit_memo (for single memo retrieval) or other search tools. The description does not mention 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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