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quickbooks_trial_balance_report

Retrieve the QuickBooks trial balance report with customizable date range and accounting method for GL tie-out and close review.

Instructions

Fetch the QuickBooks trial balance report for GL tie-out and close review.

Args: start_date: Report start date (YYYY-MM-DD). end_date: Report end date (YYYY-MM-DD). accounting_method: Accounting method: Accrual or Cash. columns: Optional report columns to request.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateNo
end_dateNo
accounting_methodNo
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, so the description carries the full burden. It only states 'Fetch... report' without disclosing behavioral traits such as read-only status, pagination behavior, return format, or potential performance constraints. This leaves the agent underinformed.

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 extremely concise: one sentence for purpose followed by four bullet-style lines for parameters. No fluff or repetition. Every sentence earns its place.

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 the tool has an output schema (flagged), return values are covered. However, the description lacks context about when to use this specific report over other QuickBooks reports, and it does not mention any special behavior (e.g., date range requirements). It is minimally adequate but leaves gaps.

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?

The input schema has 0% description coverage, so the description must compensate. It does so by adding format guidance for start_date and end_date ('YYYY-MM-DD'), specifying the allowed values for accounting_method ('Accrual or Cash'), and noting that columns is optional. This adds significant value 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 states 'Fetch the QuickBooks trial balance report for GL tie-out and close review.' It uses a specific verb ('Fetch'), identifies the exact resource ('trial balance report'), and adds a business context ('GL tie-out and close review'). This clearly differentiates it from other QuickBooks report tools like quickbooks_balance_sheet_report or quickbooks_profit_loss_report.

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?

The description provides no guidance on when to use this tool versus other QuickBooks report tools (e.g., aged payables, profit & loss). There are no explicit conditions, prerequisites, or mentions of alternatives. The user must infer from the tool name alone.

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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