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wyre-technology

QuickBooks Online MCP Server

qbo_customers_create

Add a new customer to QuickBooks Online by providing a unique display name and optional billing address, phone, and email.

Instructions

Create a new Customer record in QuickBooks Online.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
BillAddrNoBilling address object with Line1, City, CountrySubDivisionCode, PostalCode
GivenNameNoFirst name of the customer
FamilyNameNoLast name of the customer
CompanyNameNoCompany name
DisplayNameYesDisplay name for the customer (required, must be unique)
PrimaryPhoneNoPrimary phone object, e.g. {"FreeFormNumber": "555-1234"}
PrimaryEmailAddrNoPrimary email address object, e.g. {"Address": "user@example.com"}
Behavior2/5

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

With no annotations, the description should disclose behavioral traits. It only states 'Create a new Customer record', omitting important details like required permissions, uniqueness constraints (beyond schema), or side effects on QuickBooks data. This is insufficient.

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 a single, concise sentence with no unnecessary words. It efficiently conveys the core purpose, though it could be slightly expanded to improve clarity.

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 has 7 parameters (some nested), no output schema, and no annotations, the description is too brief. It lacks information about return values, potential errors, or post-creation behavior, making it incomplete for effective use.

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% description coverage, so the schema already explains each parameter. The description adds no additional meaning beyond what's in the schema, warranting the baseline score.

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 action ('Create') and the resource ('Customer record in QuickBooks Online'). It distinguishes this tool from sibling tools like qbo_customers_get, list, search, etc., which serve different purposes.

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 use for creation but provides no explicit guidance on when to use this tool versus alternatives (e.g., search to check for existing customers). No exclusions or prerequisites are mentioned.

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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