servicetitan_get_customer_balance

Get customer account balance

SERVERServiceTitan MCP Server SOURCEbusybee3333/servicetitan-mcp-2026-complete

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/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-customer-balance.md

WHAT IT DOES

What servicetitan_get_customer_balance does on ServiceTitan MCP Server

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

RISK

Why servicetitan_get_customer_balance is rated Low

This tool queries financial account data but does not move money, create obligations, or modify state. It is a read-only operation that retrieves existing customer balance information. The blast radius of misuse is low: unauthorized access to balance data is a privacy concern but not a financial transaction risk.

From the tool's definition Tool name contains 'get_' and description states 'Get customer account balance' — a pure retrieval operation with no modification, deletion, or side effects.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs servicetitan_get_customer_balance safely

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

servicetitan_get_customer_balance Allowed

servicetitan_get_customer_balance 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": {
    "servicetitan_get_customer_balance": {}
  }
}

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

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

FAQ

Questions about servicetitan_get_customer_balance

What does the servicetitan_get_customer_balance tool do? +

Get customer account balance. It is categorised as a Read tool in the ServiceTitan MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on servicetitan_get_customer_balance? +

Register the ServiceTitan MCP Server MCP server in PolicyLayer and add a rule for servicetitan_get_customer_balance: 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 ServiceTitan MCP Server. Nothing to install.

What risk level is servicetitan_get_customer_balance? +

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

Can I rate-limit servicetitan_get_customer_balance? +

Yes. Add a rate_limit block to the servicetitan_get_customer_balance 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 servicetitan_get_customer_balance completely? +

Set action: deny in the PolicyLayer policy for servicetitan_get_customer_balance. 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 servicetitan_get_customer_balance? +

servicetitan_get_customer_balance is provided by the ServiceTitan MCP Server MCP server (busybee3333/servicetitan-mcp-2026-complete). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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