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lilfroog

quickbooks-desktop-mcp

by lilfroog

qb_vendor_history

Retrieves accounts and transaction counts for a vendor's past bookings to inform account selection for new transactions.

Instructions

Returns which account(s) this vendor's past transactions were booked to, with counts -- e.g. {"Food Purchases": 175}. Use this before guessing an account for a new transaction from a known vendor: prefer whatever this vendor has actually been booked to before, not a plausible-sounding guess.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
txn_typesNo
vendor_nameYes
Behavior3/5

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

No annotations provided; description implies a read operation but does not explicitly state it is read-only or disclose any side effects, authorization needs, or error conditions.

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 sentences, each serving a purpose: first explains output, second provides usage guidance. No unnecessary words.

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?

Output format is explained with example; missing explanation of txn_types parameter and potential error cases. Overall adequate for a simple tool.

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?

Schema coverage is 0%; description adds no semantic information about parameters (vendor_name, txn_types). The example format helps output but not input.

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 returns account(s) and counts for a vendor's past transactions, distinguishing it from siblings like qb_list_accounts and 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?

Explicitly advises to use this tool before guessing an account for a known vendor, providing clear context. Could also mention when not to use it or alternative 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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