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laf-rge

QuickBooks MCP

by laf-rge

get_balance_sheet

Retrieve a balance sheet report filtered by date, department, accounting method, and summary period for your QuickBooks company.

Instructions

Get a Balance Sheet report. Can be broken down by department/location.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
as_of_dateNoReport as of this date in YYYY-MM-DD format (defaults to today)
summarize_byNoHow to summarize columns: 'Total' (default), 'Month', 'Week', 'Days', 'Quarter', 'Year', 'Customers', 'Vendors', 'Classes', 'Departments', 'Employees', 'ProductsAndServices'
departmentNoFilter to a specific department/location ID
accounting_methodNoAccounting method: 'Accrual' (default) or 'Cash'
Behavior2/5

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

No annotations provided. Description lacks disclosure about read-only behavior, constraints, pagination, or caching. Only states it can be broken down, which is a feature not a behavioral trait.

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?

Two concise sentences, front-loaded with purpose. No redundant words or fluff.

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

Completeness2/5

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

For a financial report tool with 4 parameters and no output schema or annotations, the description is too brief. It omits output details, default behaviors, prerequisites, and error conditions.

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 100%, so description adds minimal value. The sentence 'Can be broken down by department/location' adds context to the 'department' parameter, but does not elaborate on other parameters like summarize_by or accounting_method.

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?

Clear verb+resource: 'Get a Balance Sheet report.' Distinguishes from siblings like get_profit_loss by mentioning breakdown by department/location.

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 when-to-use or alternatives. Only implies usage for balance sheet reports, but no guidance on when to prefer this over other reports or when not to use.

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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