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wyre-technology

QuickBooks Online MCP Server

qbo_reports_customer_sales

Retrieve a Customer Sales report for a specific date range, showing sales totals broken down by each customer.

Instructions

Get a Customer Sales report for a given date range. Shows sales totals broken down by customer.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateYesStart date for the report period (YYYY-MM-DD format)
end_dateYesEnd date for the report period (YYYY-MM-DD format)
Behavior2/5

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

With no annotations provided, the description carries the full burden of disclosing behavior. It indicates a read operation via 'Get' but does not mention any side effects, limitations, or additional behavioral traits beyond the basic retrieval.

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 sentences, front-loaded with the essential action, no redundant information. Every sentence adds value.

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?

The tool is relatively simple with two parameters and no output schema. The description adequately conveys the purpose and output nature, but could be improved by briefly outlining the output structure (e.g., list of customers with totals).

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 both parameters with 100% description coverage (start_date and end_date with YYYY-MM-DD format). The description mentions 'date range' but adds no significant 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 the verb 'Get' and the resource 'Customer Sales report', and specifies that it shows sales totals broken down by customer, which distinguishes it from other sibling report tools.

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 customer sales reporting within a date range, but does not explicitly state when to use this tool over other report tools or provide exclusions or alternatives.

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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