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wyre-technology

QuickBooks Online MCP Server

qbo_sales_receipts_create

Creates a sales receipt record in QuickBooks Online with customer, line items, and payment details.

Instructions

Create a new SalesReceipt record in QuickBooks Online.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
LineYesSale lines: {Amount, DetailType: "SalesItemLineDetail", SalesItemLineDetail: {ItemRef}}.
TxnDateNoSale date (YYYY-MM-DD)
BillEmailNoCustomer email, e.g. {"Address": "customer@example.com"}
DocNumberNoReceipt number
CustomerRefYesCustomer reference, e.g. {"value": "123"}
PrivateNoteNoPrivate internal note
CustomerMemoNoMemo visible to customer, e.g. {"value": "Thank you"}
PaymentMethodRefNoPayment method, e.g. {"value": "1"}
DepositToAccountRefNoAccount where the payment is deposited, e.g. {"value": "35"}. Required unless using Undeposited Funds default.
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 behavioral disclosure. It only states the creation action without mentioning idempotency, side effects, required permissions, or the return value (no output schema provided).

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 sentence with 9 words, which is concise and front-loaded with the action. However, it sacrifices informativeness for 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?

Given the complexity (9 parameters, nested objects, no output schema), the description is insufficient. It does not explain the business context of SalesReceipts, how they differ from other transactions, or what the API response includes.

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 schema already documents all parameters. The description adds no additional meaning or context beyond the schema, earning a baseline score of 3.

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 action 'Create' and the specific resource 'SalesReceipt record in QuickBooks Online.' This is a specific verb+resource pair that distinguishes it from sibling tools like qbo_invoices_create or qbo_payments_create by the resource name.

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 like invoices or payments. The description does not mention that sales receipts are for immediate payment transactions, nor does it explain any prerequisites such as the existence of customers or items.

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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