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chrischall

freshbooks-mcp

by chrischall

freshbooks_create_expense

Record a business expense in FreshBooks with a confirmation step before saving, ensuring accuracy.

Instructions

Record an expense. Asks the user to confirm first: a confirmation prompt where the client supports one; otherwise the first call returns a preview and a confirmToken and makes no network call, and only a repeat call with that token proceeds (see MCP_CONFIRM_MODE).

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateNoExpense date, YYYY-MM-DD
notesNo
amountYesFreshBooks money value — the amount is a string, not a number.
fieldsNoAdditional raw FreshBooks expense fields, merged into the payload.
vendorNoWho was paid
billableNoWhether the expense is rebillable to the client
clientidNoClient to rebill this expense to
categoryidNoCategory id (see freshbooks_list_expense_categories)
confirmTokenNoONLY for the two-step confirmation fallback (a client without MCP elicitation). The confirmToken from this same tool's phase-1 "confirmation-required" response, passed back ONLY after the user has seen that preview and explicitly approved it in chat — never on the first call, never invented, never reused. Call again with the same arguments. Ignored when the client supports elicitation.

Schema Changelog

Changes observed during successful MCP inspections.

  1. Changed2 schema fields changedv1.1.0
    • removedInput schema / properties / confirm
      Removed value: -{
      -  "description": "Must be true to proceed. Without this, the tool returns a preview.",
      -  "type": "boolean"
      -}
    • addedInput schema / properties / confirmToken
      Added value: +{
      +  "description": "ONLY for the two-step confirmation fallback (a client without MCP elicitation). The confirmToken from this same tool's phase-1 \"confirmation-required\" response, passed back ONLY after the user has seen that preview and explicitly approved it in chat — never on the first call, never invented, never reused. Call again with the same arguments. Ignored when the client supports elicitation.",
      +  "type": "string"
      +}
  2. Changed1 schema field changedv0.7.0
    • changedInput schema / $schema
      Previous value: -"http://json-schema.org/draft-07/schema#"New value: +"https://json-schema.org/draft/2020-12/schema"
  3. First observedv0.1.0

TDQS

A4/5.0
Behavior4/5

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

With no annotations provided, the description carries the full behavioral burden. It discloses the non-obvious two-step confirmation behavior, including that the first call may produce no network side effect and that a confirmToken is required to proceed. It does not detail auth requirements or the post-confirmation response format, but the core consent and side-effect behavior is clearly exposed.

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 and front-loaded: one sentence states the purpose, and a second explains the confirmation flow. There is no filler, and every clause carries behavioral information the agent needs.

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 tool with 9 parameters and no output schema, the description covers the most operationally important context: the required user-confirmation flow and the fact that the first call can be preview-only. The schema handles the remaining parameter semantics. It is slightly incomplete in not stating what the final successful response contains, but it is sufficient for correct invocation.

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 coverage is 89%, and the schema already documents key parameters like the money amount string, currency code, date format, and categoryid cross-reference. The description itself adds only contextual meaning for confirmToken within the confirmation flow, which the schema also explains. This matches the baseline for high schema coverage.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose4/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description opens with "Record an expense," which names a specific verb and resource and clearly distinguishes this from siblings like freshbooks_create_invoice. It does not explicitly contrast it with alternative tools, but the resource is unambiguous.

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 explicit invocation guidance: ask for user confirmation where supported, and otherwise treat the first call as a preview-only call that returns a confirmToken and makes no network call. It clearly instructs that only a repeat call with the token should proceed, though it does not discuss alternative tools or when not to use this tool.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.