This record as markdown: /tools/creativelead-unclick/xero-reports.md
What xero_reports does on UnClick
AI agents call xero_reports to retrieve information from UnClick 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 |
|---|---|---|---|
to_date | string | — | |
from_date | string | — | |
tenant_id | string | — | |
report_type | string | — | BalanceSheet, ProfitAndLoss, TrialBalance |
access_token | string | — |
Parameters from the server's own tool schema.
Why xero_reports is rated Low
This tool retrieves financial data from Xero accounting software but does not create, modify, or delete records. However, financial data is sensitive and unauthorized access could expose confidential business information, warranting a 'medium' severity due to the confidential nature of accounting reports, even though the operation itself is read-only.
From the tool's definition Tool name 'xero_reports' and description 'Get financial reports from Xero' indicate data retrieval with no modification. The verb 'Get' clearly denotes a read operation.
Risk signalsHandles credentials or secrets (access_token)
Attacks that exploit this kind of access
The rule that runs xero_reports safely
PolicyLayer is an MCP gateway: it sits between your AI agents and UnClick, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For xero_reports, this is the rule to start with:
xero_reports 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 UnClick, apply this rule, and every xero_reports call is checked against it from then on.
Questions about xero_reports
Get financial reports from Xero. It is categorised as a Read tool in the UnClick MCP Server, which means it retrieves data without modifying state.
xero_reports accepts 5 parameters: to_date, from_date, tenant_id, report_type, access_token. The full parameter table on this page comes from the server's own tool schema.
Register the UnClick MCP server in PolicyLayer and add a rule for xero_reports: 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 UnClick. Nothing to install.
xero_reports 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 xero_reports 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 xero_reports. 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.
xero_reports is provided by the UnClick MCP server (creativelead/unclick). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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