get_client_history

Complete cross-practice engagement history for a client: all quotes, proposals, contracts, invoices, bookings, projects, and deliveries in a unified timeline.

SERVERBusinys SOURCE@businys/mcp-server

Low RISK CLASS

Category Read

Parameters 00 required

Recommended Allowedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/app-businys-mcp-server/get-client-history.md

WHAT IT DOES

What get_client_history does on Businys

AI agents call get_client_history to retrieve information from Businys without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

RISK

Why get_client_history is rated Low

This tool queries and returns historical data about a client without modifying, deleting, or executing any operations. It is a straightforward retrieval operation with no side effects. While it may expose sensitive business information (invoices, contracts), the confidentiality risk is a data sensitivity concern separate from the functional classification—the tool itself performs only read operations.

From the tool's definition Tool description uses verb 'get' and explicitly states it 'retrieves' a unified timeline of client records (quotes, proposals, contracts, invoices, bookings, projects, and deliveries). No modification, deletion, or execution is mentioned.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs get_client_history safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Businys, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For get_client_history, this is the rule to start with:

get_client_history Allowed

get_client_history is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_client_history": {}
  }
}

ALLOW ONLY THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Businys, apply this rule, and every get_client_history call is checked against it from then on.

FAQ

Questions about get_client_history

What does the get_client_history tool do? +

Complete cross-practice engagement history for a client: all quotes, proposals, contracts, invoices, bookings, projects, and deliveries in a unified timeline. It is categorised as a Read tool in the Businys MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_client_history? +

Register the Businys MCP server in PolicyLayer and add a rule for get_client_history: allow, deny, rate-limit, or require approval. Point your MCP client at the PolicyLayer proxy URL and the rule is enforced on every call, before it reaches Businys. Nothing to install.

What risk level is get_client_history? +

get_client_history is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit get_client_history? +

Yes. Add a rate_limit block to the get_client_history rule in your PolicyLayer policy. For example, setting max: 10 and window: 60 limits the tool to 10 calls per minute. Rate limits are tracked per agent session and reset automatically.

How do I block get_client_history completely? +

Set action: deny in the PolicyLayer policy for get_client_history. The AI agent will receive a policy violation error and cannot call the tool. You can also include a reason field to explain why the tool is blocked.

What MCP server provides get_client_history? +

get_client_history is provided by the Businys MCP server (@businys/mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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