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QuickBooks Online MCP Server

QuickBooks Online MCP Server

by NightSquawk

search_estimates

Retrieve QuickBooks Online estimates that match specified filters, including status, customer, date, and amount, for review or reporting.

Instructions

Search estimates in QuickBooks Online that match given criteria.

Tool call template

Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.

{
  "id": 1,
  "jsonrpc": "2.0",
  "method": "tools/call",
  "params": {
    "arguments": {
      "params": "<params>"
    },
    "name": "search_estimates"
  }
}

Input Schema

NameRequiredDescriptionDefault
paramsYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. First observedv0.1.0

TDQS

C2.8/5.0
Behavior2/5

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

No annotations are provided, so the description carries the full behavioral burden and delivers almost nothing: it never states that this is a read-only operation, how results are paged (limit/offset/fetchAll exist in the schema but are unexplained), what happens when criteria are omitted, or what the result set looks like.

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?

A single front-loaded sentence with no filler or redundancy. Its brevity is clean, though the shortness reflects under-specification rather than disciplined editing.

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?

For a tool with no annotations, no output schema and a nested parameter object with largely undocumented fields, the definition leaves real gaps around pagination and criteria form choice. It is not misleading, but it falls short of what an agent needs to invoke the search confidently.

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 0%, and the description adds no meaning for any parameter. It never explains limit/offset, the count/fetchAll toggles, asc/desc semantics, or the distinction between the advanced {field,value,operator} form and the legacy {key,value} form – all of which the agent must infer from the raw schema.

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?

States a specific verb and resource ('Search estimates in QuickBooks Online') plus the filtering scope ('match given criteria'). An agent can tell it retrieves a filtered list rather than a single estimate, though it never names get_estimate or create_estimate as the contrasting 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 when-to-use or when-not-to-use guidance. Nothing says to prefer this over search_invoices for overlapping queries, or to use get_estimate when the Id is already known. The only implied usage is the phrase 'match given criteria'.

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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