cierre_preview_cliente
Preview the financial snapshot for a client in a period WITHOUT creating the closing. Returns totals for ventas, cobros, pagos, sessions.
This record as markdown: /tools/com-servicialo-mcp-server/cierre-preview-cliente.md
What cierre_preview_cliente does on Servicialo
AI agents call cierre_preview_cliente to retrieve information from Servicialo without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
apiKey | string | — | |
orgSlug | string | Yes | |
periodo | string | Yes | |
clientId | string | Yes |
Parameters from the server's own tool schema.
Why cierre_preview_cliente is rated Low
This tool retrieves and displays financial data (totals for sales, collections, payments, sessions) for preview purposes only. It explicitly does not create, modify, or persist any changes. The lack of side effects and read-only nature places it firmly in the Read category with low severity.
From the tool's definition Tool description states 'Preview the financial snapshot for a client in a period WITHOUT creating the closing.
Risk signalsHandles credentials or secrets (apiKey)
Attacks that exploit this kind of access
The rule that runs cierre_preview_cliente safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Servicialo, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For cierre_preview_cliente, this is the rule to start with:
cierre_preview_cliente is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Servicialo, apply this rule, and every cierre_preview_cliente call is checked against it from then on.
Questions about cierre_preview_cliente
Preview the financial snapshot for a client in a period WITHOUT creating the closing. Returns totals for ventas, cobros, pagos, sessions. It is categorised as a Read tool in the Servicialo MCP Server, which means it retrieves data without modifying state.
cierre_preview_cliente accepts 4 parameters: apiKey, orgSlug, periodo, clientId. Required: orgSlug, periodo, clientId. The full parameter table on this page comes from the server's own tool schema.
Register the Servicialo MCP server in PolicyLayer and add a rule for cierre_preview_cliente: 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 Servicialo. Nothing to install.
cierre_preview_cliente is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the cierre_preview_cliente 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.
Set action: deny in the PolicyLayer policy for cierre_preview_cliente. 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.
cierre_preview_cliente is provided by the Servicialo MCP server (@servicialo/mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
More on Servicialo, and thousands of servers like it.
This server
Across the catalogue