Businys MCP Policy · 248 Tools

POLICY

How to control Businys

PolicyLayer is an MCP gateway — it sits between your AI agents and Businys, and nothing reaches the server without passing your rules. These are the rules we recommend:

Block financial tools by default

{
  "cancel_recurring_billing": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Requires human approval."
      }
    ]
  }
}

Financial tools should be explicitly enabled per use case, not open by default.

Deny destructive operations

{
  "archive_contract": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Blocked by default. Requires approval."
      }
    ]
  }
}

Destructive tools should never be available to autonomous agents without human approval.

Rate limit write operations

{
  "activate_template": {
    "limits": [
      {
        "counter": "activate_template_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations

{
  "ai_suggest_progressive_overload": {
    "limits": [
      {
        "counter": "ai_suggest_progressive_overload_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

Create a free account and register Businys — nothing to install.
Add these rules — paste them, or build them visually. Tune the limits to your setup.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

ENFORCE POLICY ON BUSINYS →

Instant setup, no code required.

FULL CATALOGUE

All 248 Businys tools

FINANCIAL 10 tools

Financial cancel_recurring_billing Cancel a recurring billing arrangement. Financial create_credit_pack Create a prepaid credit pack for a client (e.g., Financial create_deposit_invoice Create an invoice with a deposit requirement. The deposit can be marked as non-refundable (forfeited on cancel Financial create_recurring_billing Set up auto-recurring billing for a client (monthly retainer, unlimited membership, subscription). Creates a S Financial deduct_credit Consume one credit from a client Financial forfeit_deposit Mark a deposit as forfeited due to no-show or late cancellation. Updates the invoice and logs a transaction. Financial pause_recurring_billing Temporarily pause recurring charges. Can be resumed later. Financial process_refund Issue a Stripe refund for a payment. Can be partial or full amount. Financial resume_recurring_billing Resume a paused recurring billing arrangement. Financial sell_credit_pack Process payment for a credit pack via Stripe Checkout.

DESTRUCTIVE 21 tools

EXECUTE 2 tools

Execute create_automation Create an event-driven automation rule. When the trigger event fires, the actions execute automatically. Examp Execute switch_organization Switch the active organization context. Affects all subsequent API calls.

WRITE 88 tools

Write activate_template Activate a pre-built automation template. Creates a copy as an active automation on your account. Write add_gear_item Add a new gear item to the photographer Write add_makeup_credit Grant a replacement credit for a cancelled session. No additional charge \u2014 increases remaining credits by Write add_workout_set Add a new set to an existing workout. Write ai_generate_brand_content AI-powered brand content generation. Generates brand stories, usage rules, voice guidelines, or section conten Write ai_generate_program AI-powered program generation. Describe client goals, fitness level, available equipment, and session frequenc Write archive_delivery Soft-archive a delivery. Does not delete files from Google Drive. Write bulk_create_clients Create multiple clients in one call (max 100). Returns per-item results with success/failure. Useful for impor Write bulk_enroll Enroll multiple students/clients in a course or program. Creates client records if they don Write bulk_send_notification Send a notification to a filtered group of clients. Supports filter by practice, status, or explicit client ID Write bulk_update_status Batch status change on multiple entities (e.g., archive completed projects, mark invoices sent). Write claim_flash_design Mark a flash design as claimed by a client. Removes it from availability. Typically done when the client commi Write complete_and_invoice_milestone Mark a consulting deliverable as delivered and auto-create a draft invoice for the milestone. Combines status Write convert_booking_to_invoice Generate an invoice from a completed booking. Pre-fills client info and line items from the session type and p Write convert_lead_to_client Promote a qualified lead to a full client record. If a client with the same email already exists, links to the Write convert_proposal_to_contract Generate a contract from an accepted proposal. Pre-fills client info, title, and scope from the proposal. Write convert_proposal_to_project Convert an accepted proposal into a design project. Carries over client info, title, and scope. The proposal i Write create_aftercare_template Create a reusable aftercare instruction template for post-session client care. Write create_api_key Create a new API key. Returns the raw key once \u2014 store it securely. Requires paid subscription. Write create_blackout Create a new blackout date range when unavailable. Write create_brand_deal Create a new YouTube brand deal. Track brand partnerships from initial outreach through content delivery and p Write create_brand_guide_from_template Create a brand guide by cloning an existing guide as a template. Pre-populates all sections (Colors, Logo, Fon Write create_checkout_page Create a buy-now page for instant purchases (courses, flash tattoos, digital products, workshop tickets). Retu Write create_client Add a new client to the ${persona} Write create_contract Create a new contract (draft \u2014 not visible to client until sent or signed). Returns the new contract ID a Write create_deliverable Add a deliverable to an engagement with title, description, and due date. Write create_delivery Create a new file delivery (draft \u2014 not visible to client until sent via send_delivery). Requires a paid Write create_design_moodboard Create a moodboard by duplicating an intake form as a visual reference collection. Attach image URLs and notes Write create_engagement Create a new consulting engagement. Supports types: advisory, implementation, assessment, strategy, training, Write create_exercise Create a custom exercise. Requires a name. Write create_flash_design Add a flash design to the portfolio with a price. Flash designs are one-and-done \u2014 once claimed by a clie Write create_follow_up_booking Schedule a follow-up session linked to a parent booking (e.g., tattoo touch-up, massage follow-up, coaching ch Write create_goal Create a new fitness goal. Write create_invoice Create a new invoice (draft \u2014 not visible to client until sent). Returns the new invoice ID, number, and Write create_lead Manually add a lead from a DM, referral, walk-in, phone call, or networking event. The lead enters the pipelin Write create_measurement Log a new body measurement entry. Write create_personal_record Log a new personal record. Write create_program Create a new training program with days and exercises. Write create_proposal_from_intake Create a proposal pre-populated from intake form responses. Extracts client info, project details, and require Write create_resource Create a shared booking resource (e.g. chairs, rooms, courts) that constrains concurrent bookings. Write create_session_type Create a new bookable session type for the ${persona}. Write create_sponsor_deal Create a new sponsor deal in the pipeline. Track brand sponsorships from initial lead through negotiation to c Write create_sub_profile Create a sub-profile under a client \u2014 a pet, student, property, family member, or vehicle. Store service- Write create_workout Log a new workout. Optionally include sets inline. Write design-training-program Design a multi-week training program based on client goals, experience level, and available equipment. Write duplicate_program Duplicate an existing program (useful for creating variations). Write import_csv Import clients, bookings, or expenses from CSV data. Auto-detects columns or accepts explicit mapping. Returns Write invite_member Send an email invitation to join the organization. Owner only. Write join_waitlist Join the waitlist for a fully booked group session. Client will be auto-promoted when a spot opens. Write link_booking_to_sub_profile Associate a booking with a specific sub-profile (e.g., groom a specific pet, tutor a specific student). Write log_expense Log a business expense for tax deductions and P&L tracking. Categories: hosting, software, domains, insurance, Write log_ink_usage Log ink usage for a tattoo session. Links ink brand, color, and lot number to a specific client for allergic r Write log_needle_batch Log a needle batch opening for traceability. Record manufacturer, lot number, expiry, and quantity. Write log_sterilization_cycle Log an autoclave sterilization cycle for health department compliance. Record load contents, spore test result Write log_time_entry Log time worked on an engagement. Specify hours, description, and whether it Write send_aftercare Send aftercare instructions to a client after a session. Uses a template or custom instructions. Triggers emai Write send_delivery Send a delivery to the client (transitions status from draft \u2192 sent). Generates a public URL and emails t Write send_delivery_for_approval Send a design delivery to the client for approval. The client can approve or leave feedback via the public del Write send_portal_link Send a client portal access link via email. Side effect: sends portal access email to client. Write set_capacity_override Override max attendees for a specific session date+time (e.g. outdoor class with more space). Write set_custom_domain Configure a custom domain for your public-facing pages (e.g., clients.mybusiness.com). The client adds a CNAME Write set_notification_preference Update a single notification preference toggle. Valid keys: booking_reminders, payment_reminders, quote_remind Write set-fitness-goals Help a client set SMART fitness goals based on their current measurements and training history. Write sign_contract Sign a contract as the photographer. Adds the photographer Write update_automation Update an automation rule (name, actions, active status). Write update_availability Update the ${persona} Write update_checkout_page Update a checkout page (title, price, description, active status). Write update_client Update an existing client Write update_contract Update a contract Write update_deliverable_status Update a deliverable Write update_delivery Update delivery metadata (title, client info, message, status). Write update_engagement Update a consulting engagement (status, dates, rates, etc.). Write update_exercise Update a custom exercise. Only custom exercises can be edited. Write update_gear_item Update an existing gear item. Can change any field including retiring the item. Write update_goal Update a goal Write update_invoice Update an invoice Write update_lead_status Update a lead Write update_measurement Update an existing measurement entry. Write update_member_role Change a member Write update_organization Update organization settings (name, billing email, logo, brand color). Owner only. Write update_personal_record Update a personal record. Write update_profile_page Update the ${persona} Write update_program Update a program Write update_session_type Update an existing session type Write update_sub_profile Update a sub-profile Write update_workout Update a workout Write update_workout_set Update an existing set on a workout. Write upload_asset Upload a file (image, PDF, video) and attach it to an entity (gallery, brand guide, lesson, flash design, prof

READ 126 tools

Read ai_suggest_progressive_overload AI-powered progressive overload suggestions. Analyzes recent workout history and suggests weight/rep/set incre Read analyze-workout-progress Analyze a client Read aspirations What the client wants to achieve Read assess_brand_guide_completeness Analyze a brand guide for completeness. Checks which standard sections exist (Colors, Typography, Logo, Voice, Read client_name Client Read current_measurements Current body measurements (weight, body fat, etc.) Read days_per_week Number of training days per week Read equipment Available equipment (e.g. full gym, home dumbbells, bodyweight only) Read experience Training experience level (beginner, intermediate, advanced) Read export_account Export all account data as a ZIP file containing JSON data and uploaded assets. Read export_client_data Export all data for a specific client: quotes, contracts, invoices, bookings, deliveries, and projects. Return Read export_goals Export all goals as CSV. Read export_leads Export all leads as CSV or JSON. Requires paid subscription. Read export_measurements Export all measurements as CSV. Read export_personal_records Export all personal records as CSV. Read export_programs Export all programs as CSV. Read export_workouts Export all workouts as CSV. Read get_asset_url Get the public or signed download URL for a specific asset. Read get_availability Get the ${persona} Read get_booking Get a single booking by ID with full details including session type. Read get_brand_guide_versions View version history for a brand guide. Each publish creates a version snapshot. Use to track changes over tim Read get_business_overview Cross-entity business snapshot: revenue (paid invoices, MRR), pipeline (open quotes/proposals, value), upcomin Read get_capabilities Discover which tools, practices, and resources are available for the current API key. Returns the list of allo Read get_capacity_overview Resource and capacity overview: booked hours per week, active projects, active engagements, upcoming bookings. Read get_checkout_page Get a checkout page with its public URL and sales analytics. Read get_client Get a single client record by ID. Read get_client_history Complete cross-practice engagement history for a client: all quotes, proposals, contracts, invoices, bookings, Read get_client_lifetime_value Strategic metrics for a client: total lifetime revenue, average deal size, monthly value, engagement duration, Read get_contract Get a single contract by ID with clauses and signature details. Read get_credit_balance Get remaining credits for a client across all active packs, with expiry dates and per-pack breakdown. Read get_custom_domain_status Check DNS verification status for a configured custom domain. Returns whether CNAME and SSL are properly set u Read get_delivery Get a single delivery by ID, including all files. Read get_delivery_approval_status Check if a client has approved or left feedback on a delivery. Returns approval status and any comments. Read get_engagement Get a consulting engagement by ID with full details. Read get_exercise Get a single exercise by ID. Read get_gear_item Get a single gear item by ID with full details. Read get_gear_summary Get a depreciation and value summary of all active gear. Returns total annual depreciation, current value, rep Read get_goal Get a single goal by ID. Read get_invoice Get a single invoice by ID with line items and totals. Read get_lead Get a single lead by ID with full details including AI response. Read get_manifest Returns the full capability manifest for this server, including tool groups, resources, and prompts. Read get_master_schedule Unified calendar view across all practices: bookings, sessions, and invoice due dates in chronological order. Read get_measurement Get a single measurement by ID. Read get_media_kit Get the publisher Read get_nexus_status Check sales tax nexus status across US states. Shows revenue and transaction counts per state, flagging states Read get_notification_preferences Get current notification preference toggles (booking reminders, payment reminders, quote follow-ups, etc.). Read get_nurture_status Get the automated nurture email sequence status for leads. Shows pending, sent, failed, and skipped emails. Bu Read get_organization Get the current organization Read get_personal_record Get a single personal record by ID. Read get_profile_page Get the ${persona} Read get_program Get a single program by ID with all days and exercises. Read get_proposal_feedback Get client feedback/comments on a design proposal. Use to understand revision requests. Read get_rate_analysis Get the latest rate analysis \u2014 effective hourly rate, per-word rate, revenue by content type, and utiliza Read get_revenue_summary Revenue breakdown by period, type, and practice. Includes MRR from recurring billing, checkout revenue, and in Read get_sub_profile Get a sub-profile with all details. Read get_subscription_status Get the current subscription status, plan tier, and feature limits for the authenticated ${persona}. Read get_tech_stack Get the developer Read get_time_summary Summary of time logged: total hours, billable hours, effective hourly rate, and hours by engagement. Read get_workout Get a single workout by ID with all set logs and exercise names. Read global_search Search across all entity types: clients, leads, quotes, proposals, contracts, invoices, projects, bookings, an Read goal Primary training goal (e.g. strength, hypertrophy, fat loss, endurance) Read goals Client Read injuries Any injuries or limitations to work around Read list_ad_inventory List available ad slots across upcoming newsletter issues. Shows booked vs. available inventory by date and pl Read list_aftercare_templates List aftercare instruction templates. Each template contains healing instructions, warning signs, and care rec Read list_ai_audits List AI audit reports. Each audit evaluates a client Read list_ai_consulting_engagements List AI consulting engagements with stage (discovery, audit, proposal, implementation, optimization, completed Read list_api_keys List all active API keys for the authenticated ${persona}. Read list_assets List uploaded files, optionally filtered by entity type and ID. Returns asset metadata and URLs. Read list_automation_history Execution log showing what triggered, what actions ran, and success/failure status. Read list_automation_templates Pre-built automation templates you can activate with one click. Includes: auto-convert quotes to projects, wel Read list_automations View all configured automation rules. Read list_blackouts List all blackout dates for the ${persona}. Read list_bookings List all bookings for the authenticated ${persona}. Returns bookings with session type details. Read list_brand_deals List YouTube brand deals. Filter by stage (lead, pitched, negotiating, contracted, filming, delivered, posted, Read list_campaign_deliverables List campaign deliverables for YouTube brand deals. Filter by status (not_started, scripting, filming, editing Read list_capacity_overrides List capacity overrides, optionally filtered by session type and date range. Read list_checkout_pages List all checkout pages with sales stats (count and revenue). Read list_clients List all clients in the ${persona} Read list_compliance_logs List compliance/bio-safety logs. Filterable by type (sterilization, needle_batch, ink_usage, sanitization) and Read list_content_deliverables List content deliverables with status (draft, in_review, revision, approved, published). Track blog posts, art Read list_contracts List all contracts for the authenticated ${persona}. Use query params to filter by archived status. Read list_credit_history Transaction log for a credit pack: credits used, expired, makeup credits granted. Read list_credit_packs All credit packs for a client (active, depleted, expired, cancelled). Read list_deliverables List deliverables for an engagement. Status: not_started \u2192 in_progress \u2192 in_review \u2192 delivered Read list_deliveries List all file deliveries. Returns deliveries with nested file metadata. Read list_delivery_files List files attached to a delivery (design versions, assets). Each file represents a version of the deliverable Read list_dormant_clients Find clients with no activity (bookings, invoices) in the specified period. These are candidates for re-engage Read list_engagements List consulting engagements with status, type, and client info. Read list_episode_ads List episode ad placements with sponsor, placement type (pre-roll, mid-roll, post-roll), and delivery status. Read list_exercises List all exercises (seed + custom). Filter by muscle group, equipment, or category. Read list_expenses List business expenses with optional category filter and period. Includes summary totals, deductible amounts, Read list_flash_designs List available flash (pre-drawn) tattoo designs. Filter to unclaimed only for client selection. Read list_gear List all gear items in the photographer Read list_goals List all fitness goals. Read list_implementations List AI implementation items \u2014 individual tasks within an engagement (model selection, data pipeline, pro Read list_invitations List all pending invitations for the current organization. Read list_invoices List all invoices for the authenticated ${persona}. Use query params to filter by archived status. Read list_leads List all leads for the authenticated ${persona}. Returns leads with status, source, and AI response. Read list_measurements List all body measurements, most recent first. Read list_members List all members of the current organization with roles. Read list_personal_records List all personal records (PRs), most recent first. Read list_portal_users List clients who have been sent portal links, with their last access timestamp. Use to see who currently has e Read list_programs List all training programs. Use template=true to list only templates. Read list_project_milestones List project milestones with status (not_started, in_progress, in_review, completed, blocked). Track software Read list_recurring_billing List recurring billing arrangements, optionally filtered by status or client. Read list_resources List all booking resources for the organization. Read list_retainers List active retainer trackers. Shows deliverable/hour usage against limits, billing period, and client details Read list_review_candidates Find clients with recent paid invoices who are good candidates for review/testimonial requests. Returns client Read list_session_types List all session types (bookable services) for the ${persona}. Read list_sow_documents List Statements of Work. Each SOW defines scope, timeline, milestones, and payment terms for a development pro Read list_sponsor_deals List sponsor deals. Filter by stage (lead, pitched, negotiating, booked, live, completed, lost) and practice ( Read list_sub_profiles List sub-profiles for a client or across all clients. Filter by type (pet, student, property, etc.). Read list_time_entries List time entries for an engagement or across all engagements. Read list_transactions Unified history of all money movement: invoice payments, checkout purchases, recurring charges, refunds, and d Read list_user_organizations List all organizations the current user belongs to, with their role in each. Read list_waitlist List waitlist entries, optionally filtered by session type and slot. Read list_workout_sets List all sets for a specific workout. Read list_workouts List all workout logs, most recent first. Includes set logs. Read timeline Desired timeline Read training_history Brief training background Read web_extract Extract the readable content from any public URL and return it as clean markdown. Use this to read a client Read web_search Search the web and return relevant results with titles, URLs, and content snippets. Use this to look up curren Read weeks Program duration in weeks Read workout_data JSON array of recent workouts with sets

OTHER 1 tools

Other target Target muscle group or movement pattern

EXPLORE

Related servers

Other MCP servers with similar tools — same risk classification, starter policies for each.

FAQ

Questions about Businys

Can an AI agent move money through the Businys MCP server? +

Yes. The Businys server exposes 10 financial tools including cancel_recurring_billing, create_credit_pack, create_deposit_invoice. Without a policy, an autonomous agent can call these with no spend caps, no rate limits, and no approval flow. PolicyLayer lets you block financial tools by default, require human approval, or set per-tool rate limits — enforced on every call.

Can an AI agent delete data through the Businys MCP server? +

Yes. The Businys server exposes 21 destructive tools including archive_contract, archive_invoice, cancel_booking. These permanently remove resources with no undo. PolicyLayer blocks destructive tools by default so they never reach the upstream server.

How do I prevent bulk modifications through Businys? +

The Businys server has 88 write tools including activate_template, add_gear_item, add_makeup_credit. Set a rate limit in your policy -- for example, 10 calls per hour prevents an agent from making more than 10 modifications per hour. PolicyLayer enforces this at the gateway, before calls reach Businys.

How many tools does the Businys MCP server expose? +

248 tools across 4 categories: Destructive, Financial, Read, Write. 126 are read-only. 122 can modify, create, or delete data.

How do I enforce a policy on Businys? +

Register the Businys MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Businys

What Businys exposes to your agents

The most dangerous Businys tools

How to control Businys

All 248 Businys tools

Related servers

Questions about Businys

Enforce policy on every Businys tool call.