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laf-rge

QuickBooks MCP

by laf-rge

list_accounts

Retrieve your QuickBooks chart of accounts with account numbers, names, types, and current balances. Filter by account type or active status to get the data you need.

Instructions

List all accounts in the chart of accounts. Returns AcctNum (the user-facing account number), Name, AccountType, AccountSubType, and CurrentBalance. Use AcctNum to reference accounts in other queries or operations.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
account_typeNoOptional filter by account type (e.g., 'Bank', 'Expense', 'Income', 'Other Current Asset', 'Fixed Asset', 'Other Current Liability', 'Equity')
active_onlyNoIf true, only return active accounts (default: true)
Behavior2/5

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

No annotations are provided, so the description must carry full burden. It states the tool returns fields but does not disclose any behavioral traits such as pagination, rate limits, or authorization requirements. It implies a read operation but lacks depth.

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 two concise sentences with no waste. The first sentence states the core purpose, and the second provides actionable guidance. Every sentence earns its place.

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?

Given no output schema, the description adequately explains return fields and usage. However, it lacks details on pagination or default behavior (e.g., account ordering). Still, it is sufficient for basic usage.

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 covers both parameters with descriptions (100% coverage), so baseline is 3. The description adds value by mentioning the specific returned fields and advising to use AcctNum for referencing, enhancing parameter understanding.

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 'List' and the resource 'all accounts in the chart of accounts', which is specific and distinct from sibling tools that deal with creation, editing, or other reports.

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 indicates when to use the tool (to get account numbers for further operations) but does not explicitly state when not to use or compare to alternatives like 'query' or 'account_period_summary'. However, the context is clear enough.

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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