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wyre-technology

QuickBooks Online MCP Server

qbo_credit_memos_list

List credit memos from QuickBooks Online with pagination and optional TxnDate range filtering for targeted retrieval.

Instructions

List CreditMemo records in QuickBooks Online with pagination and optional TxnDate range.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
endDateNoFilter to records on or before this TxnDate (YYYY-MM-DD)
startDateNoFilter to records on or after this TxnDate (YYYY-MM-DD)
maxResultsNoMaximum number of results to return (default: 100, max: 1000)
startPositionNoStarting position for pagination (1-based, default: 1)
Behavior3/5

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

With no annotations, the description carries the full burden. It discloses pagination behavior and date filtering, but does not state that the operation is read-only, mention rate limits, or describe response format.

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 a single, clear sentence with no redundant words, efficiently conveying the tool's purpose and key features.

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?

For a list tool with no output schema, the description could mention return type (e.g., list of CreditMemo objects) or default sorting. It covers core functionality but leaves some gaps.

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?

Schema description coverage is 100%, so the baseline is 3. The description adds the term 'pagination' and 'optional TxnDate range', which marginally complements the schema but does not provide significant additional meaning.

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 ('List') and resource ('CreditMemo records'), and mentions key features (pagination, optional TxnDate range), distinguishing it from single-record retrieval tools like qbo_credit_memos_get.

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

Usage Guidelines3/5

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

The description implies usage (listing credit memos) but provides no guidance on when to use this tool over alternatives, such as when to paginate or filter by date, nor does it mention any exclusions.

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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