Critical Risk →

transfer_task

Changes the assignee of a task and automatically notifies the new responsible person.

Part of the Clareo server.

transfer_task can move real money through Clareo, with no limits today. PolicyLayer puts allow, deny, and rate-limit rules on every call. Live in minutes.

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AI agents use transfer_task to initiate financial transactions through Clareo. Financial operations involve real money and are irreversible once processed. PolicyLayer blocks financial tools by default, requiring explicit human approval with transaction-level limits to prevent unauthorised spending.

transfer_task moves real money. Without a policy, an autonomous agent could initiate transactions that drain accounts or exceed budgets. PolicyLayer blocks financial tools by default, requiring human-in-the-loop approval with configurable spending limits per transaction and per time window.

Financial tools involve real money. Block by default and require explicit human approval before enabling.

policy.json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "transfer_task": {
      "deny_if": [
        {
          "conditions": [],
          "on_deny": "Requires human approval."
        }
      ]
    }
  }
}

See the full Clareo policy for all 45 tools.

Get this rule live on your own Clareo server in minutes. PolicyLayer enforces it on every call, before it runs.

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These attack patterns abuse exactly the kind of access transfer_task gives an agent. Each links to the full case and the policy that stops it:

Browse the full MCP Attack Database →

Every attack above starts with a tool call. PolicyLayer checks each one against your policy first, so transfer_task only ever does what you allow.

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Other financial tools across the catalogue. The same approach applies to each: deny by default, or require human approval.

What does the transfer_task tool do? +

Changes the assignee of a task and automatically notifies the new responsible person.. It is categorised as a Financial tool in the Clareo MCP Server, which means it involves financial transactions. Block by default and require explicit approval.

How do I enforce a policy on transfer_task? +

Register the Clareo MCP server in PolicyLayer and add a rule for transfer_task: 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 Clareo. Nothing to install.

What risk level is transfer_task? +

transfer_task is a Financial tool with critical risk. Critical-risk tools should be blocked by default and only enabled with explicit human approval.

Can I rate-limit transfer_task? +

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

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

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

Enforce policy on every Clareo tool call.

Deterministic rules across all 45 Clareo tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

Free to start. No card required.

4,600+ MCP servers and 31,000+ tools scanned and risk-classified.

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