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laf-rge

QuickBooks MCP

by laf-rge

create_journal_entry

Post a journal entry to QuickBooks. Automatically resolves account and department names to IDs and validates debits equal credits.

Instructions

Create a journal entry. Accepts account/department names (will lookup IDs automatically). Validates debits=credits before creating. Returns entry details and a link to view in QuickBooks.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
txn_dateYesTransaction date in YYYY-MM-DD format
memoNoPrivate memo for the journal entry
linesYesArray of line items. Provide account_name OR account_id (name preferred). Optionally provide department_name OR department_id.
draftNoIf true, validate and show preview without creating (default: true)
doc_numberNoJournal number (shown as 'Journal no.' in QuickBooks). If not specified, QuickBooks will auto-assign the next number.
Behavior3/5

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

Without annotations, the description carries the transparency burden. It discloses key behaviors: auto-lookup of account/department names, validation of debits=credits, and return of entry details with a link. However, it omits behaviors like draft flag behavior and permission requirements.

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 concise sentences: purpose, feature, output. No fluff or redundancy. Front-loaded with the action and resource.

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 complexity (5 parameters, no output schema), the description covers key aspects but misses the behavior of the 'draft' parameter and does not fully describe the return value structure beyond 'details and a link'. Schema coverage helps, but the description could be more complete.

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 coverage is 100%, so baseline is 3. The description adds value by clarifying that account and department names can be used (auto-lookup), which is not evident from the schema alone. Other parameters are adequately described in the schema.

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 clearly states the tool creates a journal entry, distinguishing it from sibling tools like create_invoice or create_bill. It mentions validation and automatic lookup, which adds specificity.

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?

No explicit guidance on when to use this tool versus alternatives. The description implies it is for journal entries, but does not provide criteria or exclusions relative to other creation tools.

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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