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quickbooks_profit_loss_report

Retrieve QuickBooks profit and loss report for income statement analysis over a specified date range and accounting method.

Instructions

Fetch the QuickBooks profit and loss report for income statement 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
Behavior3/5

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

No annotations provided, so description carries full burden. Describes basic fetch operation but does not disclose behavioral aspects like data freshness, authorization needs, or error conditions. Adequate but not detailed.

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?

One-sentence purpose followed by a clear argument list. Efficiently conveys core information without unnecessary text. The argument list could be integrated into schema descriptions but remains concise.

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 5 optional parameters and presence of output schema, description covers basic purpose and main parameters. Missing details on possible values for summarize_column_by and columns, and no context on report scope or limitations. Adequate but leaves some questions.

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?

Schema coverage is 0%, but description adds meaningful parameter explanations: date format (YYYY-MM-DD), allowed values for accounting_method, and clarifies non-obvious parameters like summarize_column_by and columns. However, could be more specific for summarize_column_by and columns.

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?

Clearly states verb 'Fetch', resource 'QuickBooks profit and loss report', and purpose 'for income statement analysis'. Distinguishes from sibling QuickBooks report tools like balance sheet and cash flow reports.

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?

Implies usage for income statement analysis but does not explicitly state when to use versus alternatives like balance_sheet_report or cash_flow_report. No exclusions or comparisons provided.

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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