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wyre-technology

QuickBooks Online MCP Server

qbo_estimates_create

Generate a new customer estimate in QuickBooks Online with itemized lines, date, status, and optional notes.

Instructions

Create a new Estimate record in QuickBooks Online.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
LineYesQuote lines: {Amount, DetailType: "SalesItemLineDetail", SalesItemLineDetail: {ItemRef, Qty, UnitPrice}}.
TxnDateNoEstimate date (YYYY-MM-DD)
BillEmailNoEmail address, e.g. {"Address": "customer@example.com"}
DocNumberNoEstimate number
TxnStatusNoStatus: "Pending", "Accepted", "Rejected", or "Closed"
AcceptedByNoName of the customer contact who accepted
CustomerRefYesCustomer being quoted, e.g. {"value": "123"}
PrivateNoteNoPrivate internal note
AcceptedDateNoAcceptance date
CustomerMemoNoMemo visible to customer, e.g. {"value": "Thank you"}
ExpirationDateNoExpiration date
Behavior2/5

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

No annotations are present, and the description does not disclose behavioral traits such as side effects, required permissions, or error conditions. For a mutation tool, 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.

Conciseness3/5

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

The description is a single sentence, which is concise but lacks substance. It does not earn its place by providing extra context; it merely restates the tool's name.

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 complexity (11 parameters, nested objects) and lack of output schema, the description is too brief. It does not explain the return value or the implications of creating an estimate, leaving the agent underinformed.

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 covers all 11 parameters with descriptions. The tool description adds no additional parameter meaning beyond the schema, which is sufficient for a baseline score given high schema coverage.

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 it creates a new Estimate record. However, it does not differentiate from other create tools like qbo_invoices_create or qbo_sales_receipts_create, missing an opportunity to clarify when to use this specific tool.

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?

No guidance is provided on when to use this tool versus alternatives. The description simply states the action without context on prerequisites or preferred scenarios.

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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