Skip to main content
Glama
laf-rge

QuickBooks MCP

by laf-rge

get_profit_loss

Retrieve a Profit and Loss report for any date range, with options to summarize by month, department, or other criteria.

Instructions

Get a Profit and Loss (Income Statement) report. Can be broken down by department/location.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateNoStart date in YYYY-MM-DD format
end_dateNoEnd date in YYYY-MM-DD format
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?

With no annotations, the description carries the full burden. It only notes the ability to break down by department/location, which is a behavioral trait. However, it does not disclose that the tool is likely read-only, safe, or any other behavioral aspects (e.g., no side effects, authentication needs). This is insufficient for a report tool where agents need to know it is a query operation.

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 at two sentences. The first sentence states the core purpose, and the second adds an optional capability. There is no redundant information, and every word serves a purpose. It is well-structured for quick comprehension.

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?

Given the tool has no output schema and no annotations, the description provides minimal context. It does not explain the report format, that it is read-only, or what to expect in the response. For a financial report tool, agents need more context to use it correctly, especially since it lacks structured metadata.

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?

The input schema already documents all five parameters with clear descriptions, achieving 100% coverage. The description adds minimal value, merely hinting at the department parameter by mentioning breakdown. The parameter semantics are adequately covered by the schema, so the description does not need to compensate significantly.

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 that the tool retrieves a Profit and Loss report, which is a standard financial statement. The mention of breakdown by department/location adds specificity, distinguishing it from generic report tools. However, it does not explicitly differentiate from sibling tools like get_balance_sheet or get_trial_balance, though the resource name is clear.

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 guidance is provided on when to use this tool versus alternatives such as get_balance_sheet or get_trial_balance. There is no mention of prerequisites, context, or conditions. The description merely states what it does, leaving the agent to infer usage from the tool name.

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

Install Server

Other Tools

Latest Blog Posts

MCP directory API

We provide all the information about MCP servers via our MCP API.

curl -X GET 'https://glama.ai/api/mcp/v1/servers/laf-rge/quickbooks-mcp'

If you have feedback or need assistance with the MCP directory API, please join our Discord server