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wyre-technology

QuickBooks Online MCP Server

qbo_payments_create

Record a customer payment in QuickBooks Online by providing a customer reference and total amount, with optional links to invoices.

Instructions

Create a new Payment record in QuickBooks Online.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
LineNoArray of LinkedTxn entries linking this payment to invoices, e.g. [{Amount: 100, LinkedTxn: [{TxnId: '5', TxnType: 'Invoice'}]}]
TxnDateNoTransaction date (YYYY-MM-DD format)
TotalAmtYesTotal payment amount
CustomerRefYesCustomer reference object, e.g. {"value": "123"} where value is the customer ID
PaymentMethodRefNoPayment method reference object, e.g. {"value": "1"}
Behavior1/5

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

No annotations provided and the description offers no behavioral traits such as idempotency, required permissions, side effects, or error handling. It simply says 'Create', leaving the agent uninformed about consequences.

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 that is front-loaded with the action and resource. It is concise without waste, though slightly minimal for a complex tool.

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?

The tool has nested objects and required fields, but the description does not explain the response format, prerequisites (e.g., existing customer), or behavior. Without output schema or annotations, the description is incomplete for an agent to use effectively.

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%, so the input schema already documents all 5 parameters. The description adds no additional meaning beyond what the schema provides, meeting the baseline for high 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 Payment record, using the verb 'Create' and specific resource 'Payment record in QuickBooks Online'. It distinguishes from sibling tools like qbo_payments_get or qbo_payments_list which are read operations.

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. With siblings like qbo_invoices_create or qbo_sales_receipts_create, there is no contextual advice on prerequisites or selection criteria.

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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