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wyre-technology

QuickBooks Online MCP Server

qbo_journal_entries_create

Creates a journal entry in QuickBooks Online with debit and credit lines, ensuring balanced totals. Specify transaction date, document number, and private notes.

Instructions

Create a new JournalEntry record in QuickBooks Online.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
LineYesArray of journal entry lines. Each line: {Amount, DetailType: "JournalEntryLineDetail", JournalEntryLineDetail: {PostingType: "Debit"|"Credit", AccountRef: {value: "id"}, Entity?: {EntityRef: {value, type}}}}. Total debits must equal total credits.
TxnDateNoTransaction date (YYYY-MM-DD); defaults to today if omitted
DocNumberNoReference number for the journal entry
AdjustmentNoWhether this is an adjusting journal entry
PrivateNoteNoPrivate memo (not visible on reports)
Behavior2/5

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

No annotations are provided, so the description must bear the burden of behavioral disclosure. It only states the action, omitting key behaviors like side effects, error conditions (e.g., unbalanced entries), return value, or authentication requirements.

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 (8 words) with no wasted words. However, it could be more informative without losing brevity.

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 creation tool with no output schema and 5 parameters, the description should mention return behavior and any critical prerequisites. It does not, leaving the agent without guidance on what to expect after invocation.

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 detailed parameter descriptions, so the description adds no extra meaning. Baseline 3 is appropriate as the schema already documents parameters adequately.

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') and the resource ('new JournalEntry record'), and specifies the context ('QuickBooks Online'). However, it does not differentiate from sibling tools like 'update' or other create tools, missing an opportunity to clarify uniqueness.

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 on when to use this tool versus alternatives (e.g., updating an existing entry) or prerequisites (e.g., valid accounts). The description is a bare statement with no usage context.

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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