finance_client_balance
Get the complete financial balance for a client: total sales, charges, payments, pending debt, and credits.
This record as markdown: /tools/com-servicialo-mcp-server/finance-client-balance.md
What finance_client_balance does on Servicialo
AI agents call finance_client_balance 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 | |
clientId | string | Yes |
Parameters from the server's own tool schema.
Why finance_client_balance is rated Low
This tool retrieves financial information (balance, sales, charges, payments, debt, credits) about a client without modifying data or moving money. While the data is financial in nature and sensitive, the tool itself performs only a read operation.
From the tool's definition Tool name includes 'get' operation pattern (finance_client_balance) and description states 'Get the complete financial balance' - a retrieval operation with no modification or payment capability. The word 'Get' explicitly indicates a read operation.
Risk signalsHandles credentials or secrets (apiKey)
Attacks that exploit this kind of access
The rule that runs finance_client_balance 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 finance_client_balance, this is the rule to start with:
finance_client_balance 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 finance_client_balance call is checked against it from then on.
Questions about finance_client_balance
Get the complete financial balance for a client: total sales, charges, payments, pending debt, and credits. It is categorised as a Read tool in the Servicialo MCP Server, which means it retrieves data without modifying state.
finance_client_balance accepts 3 parameters: apiKey, orgSlug, clientId. Required: orgSlug, 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 finance_client_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 Servicialo. Nothing to install.
finance_client_balance 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 finance_client_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.
Set action: deny in the PolicyLayer policy for finance_client_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.
finance_client_balance 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