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quickbooks_balance_sheet_report

Obtain a QuickBooks balance sheet report for a specific date. Choose accounting method, customize columns, and summarize data as needed.

Instructions

Fetch the QuickBooks balance sheet report as of a date.

Args: as_of_date: Report as-of date (YYYY-MM-DD). accounting_method: Accounting method: Accrual or Cash. summarize_column_by: Optional QuickBooks summarize_column_by parameter. columns: Optional report columns to request.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_of_dateNo
accounting_methodNo
summarize_column_byNo
columnsNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior2/5

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

With no annotations, the description carries full burden but lacks disclosures about data freshness, query limits, or security requirements. It only describes parameters, not behavioral traits.

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 concise: one clear sentence followed by succinct parameter descriptions. No unnecessary words; front-loaded with purpose.

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 an output schema exists, return values need not be described. However, the description lacks context about report structure, error handling, or data scope, leaving gaps for a complex report tool.

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 0%, so description must compensate. It adds format hints for as_of_date and enumerates accounting_method values (Accrual/Cash). However, summarize_column_by and columns remain vague without specific options.

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 the tool fetches a QuickBooks balance sheet report as of a date, using a specific verb and resource. This distinguishes it from sibling report tools (e.g., profit/loss, trial balance).

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 alternative report tools. There is no mention of prerequisites, exclusions, or context for optimal 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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