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quickbooks_cash_flow_report

Retrieve QuickBooks cash flow statement data for cash-flow analysis, supporting date range, accounting method, and report customization.

Instructions

Fetch the QuickBooks statement of cash flows for cash-flow analysis.

Args: start_date: Report start date (YYYY-MM-DD). end_date: Report end 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
start_dateNo
end_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?

No annotations are provided, and the description does not disclose behavioral traits such as whether the tool is read-only, rate limits, or what happens with invalid parameters. It only lists parameters without explaining side effects or data scope.

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?

The description is concise, with a one-line summary followed by a clear parameter list. It avoids unnecessary repetition but could be slightly more compact by integrating the args explanation inline.

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?

With an output schema present, return values are covered. However, the description lacks constraints (e.g., required date format, valid values for accounting_method) and does not mention that no parameters are required despite typical usage needing dates.

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

Parameters4/5

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

While the input schema has 0% coverage for parameter descriptions, the tool's description includes an 'Args' section explaining each parameter's purpose (e.g., start_date, accounting_method). This adds significant meaning beyond the schema titles.

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 it fetches the QuickBooks statement of cash flows for cash-flow analysis, using a specific verb and resource. It distinguishes itself from sibling report tools like balance sheet and profit loss reports.

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 quickbooks_balance_sheet_report. There is no mention of prerequisites or when not to use it.

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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