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quickbooks_list_customers

Read-onlyIdempotent

Retrieve QuickBooks customers for the active company by name or email query. Returns a configurable number of customer records for downstream workflows.

Instructions

List QuickBooks customers for the active company.

Args: query: Optional name/email search filter. max_results: Maximum number of customers to return. 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

Name	Required	Description	Default
`query`	No
`effect`	Yes
`project_id`	No
`max_results`	No
`project_ref`	No
`approval_ref`	No
`idempotency_key`	No
`connector_account_ref`	No

Output Schema

TableJSON Schema

Name	Required	Description	Default
`result`	Yes

Schema Changelog

Changes observed during successful MCP inspections.

Changed7 schema fields changedv0.1.1Sep 7, 2026

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"
+]
```

First observedv0.1.0Jun 25, 2026

TDQS

C2.9/5.0

Behavior3/5

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

The annotations already indicate readOnlyHint, idempotentHint, and non-destructive behavior. The description does not add any additional behavioral context beyond what annotations provide, so it meets the lower bar but adds no extra value.

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 extremely concise with no unnecessary words or fluff. It gets to the point immediately, though it sacrifices useful detail for brevity.

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

Completeness1/5

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

The description lacks essential context about the meaning of parameters like project_id, connector_account_ref, approval_ref, and idempotency_key. It does not mention output format, pagination behavior, or any edge cases. This is insufficient for an agent to use the tool effectively without additional documentation.

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?

The description merely lists parameter names without explaining their purpose or semantics. The input schema provides titles and defaults but no descriptions, so the description adds little beyond what is already in the schema. No clarification on how 'query', 'max_results', or the ref/idempotency fields work.

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 action (List), the resource (QuickBooks customers), and the scope (active company). It distinguishes from sibling tools like quickbooks_list_invoices or quickbooks_list_bills by naming the specific entity.

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

Usage Guidelines1/5

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 other QuickBooks list tools or how to interpret the parameters. The description lacks explicit use cases or exclusions.

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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