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alveyautomation

qbo-mcp

qbo_get_chart_of_accounts

Retrieve the complete chart of accounts with account details such as ID, name, type, subtype, classification, and current balance for active accounts.

Instructions

Return the full chart of accounts (active only).

Returns: JSON envelope. data.accounts is the list of account records, each carrying Id, Name, AccountType, AccountSubType, Classification, and CurrentBalance among other QBO fields.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior3/5

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

Without annotations, the description carries the burden for behavioral disclosure. It mentions 'active only' filtering and the return envelope structure, which adds some value, but lacks details on authentication, rate limits, or pagination behavior.

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 with two short sentences that front-load the purpose and immediately provide useful details about the return format. No extraneous information.

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?

For a simple list retrieval tool with no parameters and an output schema, the description adequately covers purpose and return structure. However, it could mention any potential limits or authentication requirements for completeness.

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 zero parameters, and schema coverage is 100%. The description does not need to explain parameters, and the baseline for no params is 4, which is appropriate here.

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 verb 'Return' and resource 'full chart of accounts', and specifies that it returns only active accounts, distinguishing it from siblings that focus on individual entities like customers or invoices.

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 alternatives, nor does it mention any prerequisites or exclusion criteria. The decision must be inferred from tool names 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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