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wyre-technology

QuickBooks Online MCP Server

qbo_reports_cash_flow

Generate a cash flow statement for any date range, detailing cash inflows and outflows from operating, investing, and financing activities.

Instructions

Get a Cash Flow Statement for a given date range. Shows cash inflows and outflows from operating, investing, and financing activities.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateYesStart date (YYYY-MM-DD)
end_dateYesEnd date (YYYY-MM-DD)
Behavior3/5

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

No annotations provided, so the description carries full burden. It describes a read-only operation without side effects, but omits details on authentication, rate limits, or response behavior.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness5/5

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

Two concise sentences, front-loaded with the main action and key details. No extraneous information.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

For a simple report, the description is adequate but lacks output format hints or examples, which would be beneficial given no output schema.

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 basic date descriptions. The description adds no extra parameter meaning beyond what the schema already provides.

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 it retrieves a Cash Flow Statement for a date range, specifying the three categories. This distinguishes it from sibling report tools like balance sheet or profit and loss.

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 usage for cash flow analysis through the tool name and content, but does not explicitly contrast with other reports or provide when-not-to-use guidance.

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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