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wyre-technology

QuickBooks Online MCP Server

qbo_credit_memos_create

Creates a credit memo in QuickBooks Online to refund or credit a customer for returned goods or services.

Instructions

Create a new CreditMemo record in QuickBooks Online.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
LineYesCredit lines, same shape as Invoice.Line: {Amount, DetailType: "SalesItemLineDetail", SalesItemLineDetail: {ItemRef}}.
TxnDateNoCredit date (YYYY-MM-DD)
BillEmailNoCustomer email, e.g. {"Address": "customer@example.com"}
DocNumberNoCredit memo number
CustomerRefYesCustomer receiving the credit, e.g. {"value": "123"}
PrivateNoteNoPrivate note
CustomerMemoNoMemo visible to customer, e.g. {"value": "Refund for damaged goods"}
Behavior2/5

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

No annotations are provided, and the description does not disclose any behavioral traits (e.g., idempotency, required permissions, side effects, error conditions). For a create operation, basic transparency about what changes are made is missing.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is extremely concise at one sentence and 7 words. It directly conveys the core purpose, which is efficient. However, it could be slightly more informative without becoming verbose, so it is good but not perfect.

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's complexity (7 parameters, nested objects, no output schema, no annotations), the description is too minimal. It does not explain what happens on success, error behavior, or how it relates to similar tools, leaving significant gaps in understanding.

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 has 100% coverage, and each parameter has a description. The tool description adds no additional meaning beyond the schema, so it meets the baseline expectation without exceeding it.

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 the action ('Create a new CreditMemo record') and the target system ('QuickBooks Online'). It uses a specific verb-resource pairing that distinguishes it from sibling tools by resource name, though it does not explain how credit memos differ from similar records like refund receipts.

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?

The description provides no guidance on when to use this tool versus alternatives such as qbo_refund_receipts_create or qbo_vendor_credits_create. There is no mention of prerequisites, constraints, or typical scenarios, leaving the agent without direction for selection.

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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