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wyre-technology

QuickBooks Online MCP Server

qbo_terms_create

Create custom payment terms for invoices, specifying due days and early-payment discounts, in QuickBooks Online.

Instructions

Create a new Term record in QuickBooks Online.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
NameYesTerm name, e.g. "Net 30"
ActiveNoWhether the term is active
DueDaysNoNumber of days from invoice date to due date
DiscountDaysNoDays within which the discount applies
DiscountPercentNoEarly-payment discount percent (for 2/10 Net 30 style terms)
Behavior1/5

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

With no annotations, the description bears full responsibility for behavioral disclosure, but it only says 'Create'. It does not mention idempotency, authorization needs, rate limits, potential side effects, or error conditions for a write operation.

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, concise and front-loaded with the core action. However, it could include more context without adding length.

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?

For a creation tool with no annotations or output schema, the description lacks completeness. It does not explain required fields beyond Name, default values, return value (e.g., created Term ID), or any business logic.

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 description coverage is 100%, and the description adds no extra meaning beyond the parameter descriptions. The baseline of 3 is appropriate as the schema does the heavy lifting.

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), the resource (Term record), and the system (QuickBooks Online). It effectively distinguishes itself from sibling tools like qbo_terms_get, qbo_terms_list, qbo_terms_search, and qbo_terms_update, which are for read/search/update 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 is provided on when to use this tool versus alternatives like qbo_terms_update or other create tools. There is no mention of prerequisites, when not to use, or contextual decision-making.

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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