# servicetitan_get_customer_balance

Get customer account balance

Agent View of the PolicyLayer registry record for `servicetitan_get_customer_balance`. HTML page: https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-customer-balance

## Facts

- Tool: `servicetitan_get_customer_balance`
- Server: ServiceTitan MCP Server (`busybee3333/servicetitan-mcp-2026-complete`) — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete.md
- Homepage: https://github.com/BusyBee3333/servicetitan-mcp-2026-complete
- Risk category: Read (Low risk)
- Registry record: grade F, identity unverified
- Server rate-limited: no
- Parameters: 0
- Recommended policy verdict: Allowed

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "servicetitan_get_customer_balance",
    "arguments": {}
  }
}
```

## 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 own definition: "Tool name contains 'get_' and description states 'Get customer account balance' — a pure retrieval operation with no modification, deletion, or side effects."

## Use case

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.

## Recommended policy (PolicyLayer)

Verdict: **Allowed**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches ServiceTitan MCP Server:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "servicetitan_get_customer_balance": {}
  }
}
```

## Other tools on ServiceTitan MCP Server (107)

- `servicetitan_cancel_appointment` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-cancel-appointment.md
- `servicetitan_cancel_job` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-cancel-job.md
- `servicetitan_cancel_membership` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-cancel-membership.md
- `servicetitan_deactivate_customer` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-deactivate-customer.md
- `servicetitan_deactivate_equipment` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-deactivate-equipment.md
- `servicetitan_deactivate_inventory_item` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-deactivate-inventory-item.md
- `servicetitan_deactivate_location` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-deactivate-location.md
- `servicetitan_remove_customer_tag` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-remove-customer-tag.md
- `servicetitan_void_invoice` — Destructive — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-void-invoice.md
- `servicetitan_create_payment` — Financial — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-create-payment.md
- `servicetitan_deactivate_technician` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-deactivate-technician.md
- `servicetitan_export_payroll` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-export-payroll.md
- `servicetitan_get_appointment` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-appointment.md
- `servicetitan_get_ar_aging_report` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-ar-aging-report.md
- `servicetitan_get_campaign` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-campaign.md
- `servicetitan_get_customer` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-customer.md
- `servicetitan_get_customer_acquisition_report` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-customer-acquisition-report.md
- `servicetitan_get_dispatch_board` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-dispatch-board.md
- `servicetitan_get_dispatch_metrics` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-dispatch-metrics.md
- `servicetitan_get_equipment` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-equipment.md
- `servicetitan_get_equipment_history` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-equipment-history.md
- `servicetitan_get_estimate` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-estimate.md
- `servicetitan_get_estimate_items` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-estimate-items.md
- `servicetitan_get_inventory_item` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-inventory-item.md
- `servicetitan_get_inventory_levels` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-inventory-levels.md
- `servicetitan_get_invoice` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-invoice.md
- `servicetitan_get_invoice_items` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-invoice-items.md
- `servicetitan_get_job` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-job.md
- `servicetitan_get_job_costing_report` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-job-costing-report.md
- `servicetitan_get_job_history` — Read — https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete/servicetitan-get-job-history.md
- …and 77 more: https://policylayer.com/tools/busybee3333-servicetitan-mcp-2026-complete.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=busybee3333-servicetitan-mcp-2026-complete · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/busybee3333-servicetitan-mcp-2026-complete