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Lunar-Software-Solution

QuickBooks Online MCP Server

update_credit_memo

Modify an existing credit memo in QuickBooks Online using its ID and sync token, with optional updates to customer, note, or document number.

Instructions

Update an existing credit memo 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?

No annotations provided; description fails to disclose behavioral traits such as whether only specified fields are updated or all fields are overwritten, authentication needs, or idempotency. Minimal disclosure for a mutation tool.

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?

Single sentence, front-loaded with verb and resource. No wasted words, concise and direct.

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?

Lacks completeness for a mutation tool: no output schema, no description of response or side effects, and limited to only a few updatable fields without explanation. More context needed for correct invocation.

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?

Input schema provides descriptions for all parameters (100% coverage), so description adds no additional meaning. Baseline score of 3 is appropriate as schema carries the burden.

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?

Description clearly states 'Update an existing credit memo', using specific verb and resource. It distinguishes from create, delete, get, and search credit memo tools among siblings.

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 explicit guidance on when to use vs alternatives. Does not mention prerequisites like existing credit memo or sync token requirement. No when-not-to-use or alternative tool references.

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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