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by RPasquale
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Python
Remote

quickbooks_cash_flow_report

Read-onlyIdempotent

Retrieves QuickBooks statement of cash flows for a specified date range and accounting method to support cash-flow analysis.

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. project_id: Authenticated Project UUID. project_ref: Exact project correlation reference. connector_account_ref: Project-bound connector account alias. idempotency_key: Stable business-action identity. effect: Required and must be read; Spring verifies it. approval_ref: Approved platform task UUID when resuming a write.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
effectYes
columnsNo
end_dateNo
project_idNo
start_dateNo
project_refNo
approval_refNo
idempotency_keyNo
accounting_methodNo
summarize_column_byNo
connector_account_refNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed7 schema fields changedv0.1.1
    • addedInput schema / properties / approval_ref
      Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "default": null,
+  "title": "Approval Ref"
+}
    • addedInput schema / properties / connector_account_ref
      Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "default": null,
+  "title": "Connector Account Ref"
+}
    • addedInput schema / properties / effect
      Added value: +{
+  "const": "read",
+  "title": "Effect",
+  "type": "string"
+}
    • addedInput schema / properties / idempotency_key
      Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "default": null,
+  "title": "Idempotency Key"
+}
    • addedInput schema / properties / project_id
      Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "default": null,
+  "title": "Project Id"
+}
    • addedInput schema / properties / project_ref
      Added value: +{
+  "anyOf": [
+    {
+      "type": "string"
+    },
+    {
+      "type": "null"
+    }
+  ],
+  "default": null,
+  "title": "Project Ref"
+}
    • addedInput schema / required
      Added value: +[
+  "effect"
+]
  2. First observedv0.1.0

TDQS

A4/5.0
Behavior3/5

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

Annotations already declare readOnlyHint, idempotentHint, and destructiveHint false, so the safety profile is covered. The description adds useful context that 'effect' must be 'read' and is verified by Spring, but the note about 'approval_ref: ... when resuming a write' is confusing for a read-only tool and adds little transparency.

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 front-loaded with a clear one-line purpose, followed by a structured Args list. Each parameter earns its place and there is no fluff, though the format is mechanical and the write-related approval_ref line could be pruned into something less misleading.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness4/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a tool with 11 parameters and 0% schema coverage, the description covers all parameter meanings, the required effect value, and the report purpose. An agent could invoke the tool correctly without opening the input schema. It lacks only explicit routing guidance between sibling QuickBooks reports and details on optional parameters like summarize_column_by.

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

Parameters5/5

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

Schema description coverage is 0%, but the description provides a meaningful gloss for all 11 parameters, including date format, accounting method values, the required effect constant, and the purpose of project/connector references. This fully compensates for the schema gap.

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 opens with a specific verb and resource: 'Fetch the QuickBooks statement of cash flows.' This clearly identifies the exact report and distinguishes it from sibling QuickBooks reports like profit_loss, balance_sheet, and trial_balance, as well as from xero_cash_flow_report.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines3/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The phrase 'for cash-flow analysis' implies a usage context, but the description provides no explicit guidance on when to choose this tool over sibling report tools such as quickbooks_profit_loss_report or quickbooks_report. No alternatives or exclusion conditions are mentioned.

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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