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lilfroog

quickbooks-desktop-mcp

by lilfroog

qb_check_duplicate

Prevent duplicate transactions by checking if a transaction with the same date and amount already exists within a tolerance window.

Instructions

Checks whether a transaction with this date+amount already exists somewhere in the company file, within a tolerance window (banks don't always post the two sides of a transfer/payment on the exact same date). Use this before posting anything, to avoid double-entry -- especially for payments/transfers, where the same real-world event can get recorded from either side of a linked account.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
dateYes
amountYes
accountNo
txn_typesNo
date_tolerance_daysNo

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior4/5

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

No annotations are provided, so the description carries the full burden. It explains the tolerance window and the reason, but does not explicitly state read-only nature or other behavioral traits.

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 concise with three sentences, front-loaded with purpose, and every sentence adds value.

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 output schema exists (not shown), return values are covered. But with no annotations and incomplete parameter coverage, the description is adequate but not fully complete.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters2/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

The schema has 0% coverage, and the description only explains date and amount and hints at date_tolerance_days. It does not describe account or txn_types, leaving gaps.

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 tool checks for duplicate transactions by date+amount with tolerance, distinguishing it from siblings like qb_add_transaction or qb_query_transactions.

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 advises using this before posting to avoid double-entry, especially for payments/transfers, providing clear usage context. It does not explicitly mention when not to use or alternatives.

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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