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wyre-technology

QuickBooks Online MCP Server

qbo_reports_general_ledger

Retrieves a General Ledger report from QuickBooks Online, showing all posted transactions grouped by account for a specified date range.

Instructions

Get a General Ledger report for a given date range. Shows every posted transaction grouped by account.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
start_dateYesStart date (YYYY-MM-DD)
end_dateYesEnd date (YYYY-MM-DD)
accounting_methodNoAccounting method (default: Accrual)
Behavior3/5

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

No annotations are provided, so the description is the sole source of behavioral info. It states it shows 'posted transactions' (non-destructive read), but does not disclose any other traits like pagination, performance, or required permissions.

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?

The description is extremely concise with two sentences that directly convey purpose and output. No redundancy or unnecessary words.

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

Completeness4/5

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

Given no output schema or annotations, the description adequately explains the output (every posted transaction by account). It lacks details on output format or pagination, but is sufficient for a simple report tool.

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 description adds no value beyond the schema. It merely reiterates the date range without providing additional context like format requirements or default behaviors.

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 resource 'General Ledger report', and specifies it shows posted transactions grouped by account. This distinguishes it from other QBO report tools like profit and loss or balance sheet.

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 a general ledger report but does not explicitly state when to use it versus alternatives like other reports. No exclusions or prerequisites are mentioned.

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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