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SignalEDI

SignalEDI MCP Server

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quickbooks_export_to_edi

DestructiveIdempotent

Export QuickBooks Invoices and Purchase Orders as outbound EDI (810/850) to trading partners. Use dry-run to preview mapped payloads before sending.

Instructions

Pull QuickBooks entities and emit them as outbound EDI to a trading partner (Invoice→810, PurchaseOrder→850). Use dryRun:true to preview the mapped payloads without sending. partnerId is required unless dryRun. Required scopes: qbo:write, edi:write. Requires confirm:true and idempotencyKey.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
idsNoSpecific QBO ids; omit for most recent.
sinceNoISO date; only entities with TxnDate >= since.
dryRunNoMap only — return payloads without creating documents.
entityYesQBO entity to export.
confirmNoExplicitly confirm sending the mapped documents.
maxRowsNoCap rows (default/cap 100).
partnerIdNoTrading partner id to send to (required unless dryRun).
idempotencyKeyNoUnique key for safe retries.
Behavior4/5

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

Annotations already indicate readOnlyHint=false, destructiveHint=true, and idempotentHint=true. The description adds valuable context: dryRun preview behavior, mandatory confirm and idempotencyKey, and required OAuth scopes, which go beyond the annotations.

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 compact, front-loaded with the primary purpose, and includes critical usage notes in three sentences. Every sentence adds value and there is no redundant or filler content.

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?

Given the tool's complexity (8 parameters, no output schema), the description covers the main usage scenarios, prerequisites, and safety flags. It does not explain return values, but the schema descriptions for parameters are thorough, making the description sufficient for an agent to select and invoke the tool correctly.

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

Parameters3/5

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

Schema description coverage is 100%, so each parameter already has a description. The tool description adds cross-parameter constraints (e.g., partnerId required unless dryRun, confirm and idempotencyKey required) but does not add per-parameter semantics beyond the schema, aligning with baseline 3.

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 tool's specific action: 'Pull QuickBooks entities and emit them as outbound EDI to a trading partner.' It distinguishes from siblings by naming the EDI types (Invoice→810, PurchaseOrder→850) and the integration from QuickBooks.

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

Usage Guidelines4/5

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

The description gives clear context on how to use the tool: dryRun for preview, partnerId requirement, required scopes, and confirm/idempotencyKey. It does not explicitly state when not to use it or mention alternatives, but the context is sufficient for an agent to decide.

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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