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wyre-technology

QuickBooks Online MCP Server

qbo_invoices_create

Create a new invoice record in QuickBooks Online with customer reference, line items, due date, and optional memo or email.

Instructions

Create a new Invoice record in QuickBooks Online.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
LineYesArray of line items. Each line should have Amount, DetailType ("SalesItemLineDetail"), and SalesItemLineDetail with ItemRef.
DueDateNoDue date (YYYY-MM-DD)
TxnDateNoTransaction date (YYYY-MM-DD)
BillEmailNoEmail address to send the invoice to, e.g. {"Address": "customer@example.com"}
CustomerRefYesCustomer reference object, e.g. {"value": "123"} where value is the customer ID
PrivateNoteNoPrivate note (not visible to customer)
CustomerMemoNoMemo visible to customer, e.g. {"value": "Thank you for your business"}
Behavior2/5

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

Without annotations, the description must convey behavioral traits, but it only states it creates an invoice. Missing details on side effects (e.g., emailing if BillEmail provided), required permissions, or error scenarios.

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?

Single sentence is concise, but the description could be better structured with hints about required fields or common patterns. However, it is not verbose.

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?

For a tool with 7 parameters, nested objects, and no output schema, the description lacks critical context like typical workflow, expected response, or linking related entities.

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 coverage is 100% with adequate descriptions for each parameter. The description adds no extra meaning beyond what the schema provides, so baseline of 3 is appropriate.

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 verb (Create), resource (Invoice record), and system (QuickBooks Online), distinguishing it from sibling tools like qbo_invoices_get or qbo_invoices_list.

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 provided on when to use this tool versus alternatives like qbo_sales_receipts_create or qbo_estimates_create. No context on prerequisites or post-conditions.

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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