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SynderAccounting

gl-importer

Official

import_csv

Import CSV or XLSX files into QuickBooks Online or Xero. Start with a dry-run to preview mapping and missing fields, then confirm to commit the import.

Instructions

Happy-path CSV/XLSX importer. Two-step: first call (without confirmed) auto-resolves the company, uploads the file, and returns the server's proposed mapping plus any missingRequired fields — show this to the user. Re-call with confirmed=true (and the same filePath) to run the real import and poll until it terminates. Returns { stage: 'DRY_RUN' | 'DONE', importId?, status, summary?, proposedMapping?, missingRequired? }.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
filePathYesAbsolute path to a .csv, .xlsx, or .xls file.
entityNameYesEntity to import as — match entities_list (e.g. 'Journal Entry').
companyIdNoOptional. If omitted and exactly one ACTIVE company exists, it's picked automatically.
confirmedNoSet true on the second call to commit the import. Default false (dry-run only).
timeoutSecondsNoForwarded to import_wait on the confirmed call. Default 600.
Behavior4/5

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

Discloses key behaviors: auto-resolves company, uploads file, returns proposed mapping and missingRequired, and polls until termination. No annotations exist, so the description covers the load well.

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?

Three sentences, front-loaded with purpose, no wasted words. Well-structured and efficient.

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

Completeness5/5

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

Given no output schema, no annotations, and 5 parameters with a two-step process, the description provides sufficient behavioral and usage guidance, including the return object shape.

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 covers 100% of parameters. Description adds workflow context (e.g., 'first call without confirmed', 'second call with confirmed=true and same filePath'), enhancing understanding beyond schema alone.

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 it is a 'happy-path CSV/XLSX importer' with a two-step process, which is specific and distinguishes it from sibling tools like import_auto and import_execute.

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?

Describes the two-step call sequence (first dry-run without confirmed, then commit with confirmed=true) and what to do with the returned data (show to user). Lacks explicit when-not-to-use cases but provides clear context.

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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