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lilfroog

quickbooks-desktop-mcp

by lilfroog

qb_list_accounts

Lists all accounts in the chart of accounts with name, type, active status, and balance. Use this to verify an account name exists before posting transactions.

Instructions

Lists all accounts in the chart of accounts (name, type, active, balance). Use this to confirm an account name exists exactly before trying to post to it -- QuickBooks rejects an AccountRef to a nonexistent or misspelled account.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault

No arguments

Output Schema

TableJSON Schema
NameRequiredDescriptionDefault
resultYes
Behavior5/5

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

With no annotations provided, the description carries the full burden of behavioral disclosure. It correctly implies this is a read-only operation ('lists'), and it adds important context about the necessity of exact account names for subsequent operations. The description is consistent and adds value beyond the schema.

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 sentences, front-loaded with the main purpose. Every sentence adds value: the first states what it does, the second provides crucial usage guidance. No wasted words.

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

Completeness5/5

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

Given the tool's simplicity (no parameters, output schema present), the description is complete. It covers purpose, usage context, and key behavioral nuance. The output schema can handle return value details, so no additional explanation is needed.

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

Parameters5/5

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

There are no parameters, so schema coverage is 100%. The description does not need to add parameter info beyond what is already obvious. It appropriately focuses on the overall purpose and usage.

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 'lists' and the resource 'accounts in the chart of accounts', and specifies the exact fields returned (name, type, active, balance). It distinguishes itself from sibling tools like qb_list_vendors by the specific resource it lists.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly tells the agent when to use this tool: 'Use this to confirm an account name exists exactly before trying to post to it'. It also explains why this is important because QuickBooks rejects nonexistent accounts. This provides clear context and differentiates this tool from posting 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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