xero_bank_transactions

Get bank transactions from Xero.

Server UnClick @unclick/mcp-server
Category Read
Risk class Low
Parameters 50 required

What xero_bank_transactions does on UnClick

AI agents call xero_bank_transactions to retrieve information from UnClick without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

ParameterTypeRequiredDescription
date_to string
date_from string
tenant_id string
access_token string
bank_account_id string

Parameters from the server's own tool schema.

Why xero_bank_transactions needs a policy

This tool retrieves existing financial data from a Xero accounting system. While it accesses sensitive financial information (bank transactions), the operation is read-only with no capability to modify, delete, or execute actions. The severity is low because access is limited to data retrieval; blast radius of misuse is confined to information disclosure rather than financial transactions or destructive changes.

From the tool's definition Tool name 'xero_bank_transactions' and description 'Get bank transactions from Xero' indicate a retrieval operation with the verb 'Get', which performs no modifications or side effects.

Risk signalsHandles credentials or secrets (access_token)

Questions about xero_bank_transactions

What does the xero_bank_transactions tool do? +

Get bank transactions from Xero. It is categorised as a Read tool in the UnClick MCP Server, which means it retrieves data without modifying state.

What parameters does xero_bank_transactions accept? +

xero_bank_transactions accepts 5 parameters: date_to, date_from, tenant_id, access_token, bank_account_id. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on xero_bank_transactions? +

Register the UnClick MCP server in PolicyLayer and add a rule for xero_bank_transactions: 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.

What risk level is xero_bank_transactions? +

xero_bank_transactions is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit xero_bank_transactions? +

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

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

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

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