qbo_attach_file

Attach a file to an existing QBO entity. File contents are passed as base64 (up to ~20 MB). Typical use: attach a receipt PDF/image to a Purchase or Bill during cleanup. Returns the QBO Attachable record with TempDownloadUri.

Server Kaizen Qbo kaizen-qbo-mcp-server
Category Write
Risk class Medium
Parameters 00 required

What qbo_attach_file does on Kaizen Qbo

AI agents use qbo_attach_file to create or update resources in Kaizen Qbo — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Kaizen Qbo environment.

Why qbo_attach_file needs a policy

This tool modifies existing QuickBooks Online data by attaching files to entities like Purchases or Bills. The attachment operation is reversible (files can typically be removed), so it qualifies as Write rather than Destructive.

From the tool's definition Attach a file to an existing QBO entity. File contents are passed as base64. Returns the QBO Attachable record with TempDownloadUri.

Questions about qbo_attach_file

What does the qbo_attach_file tool do? +

Attach a file to an existing QBO entity. File contents are passed as base64 (up to ~20 MB). Typical use: attach a receipt PDF/image to a Purchase or Bill during cleanup. Returns the QBO Attachable record with TempDownloadUri. It is categorised as a Write tool in the Kaizen Qbo MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on qbo_attach_file? +

Register the Kaizen Qbo MCP server in PolicyLayer and add a rule for qbo_attach_file: 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 Kaizen Qbo. Nothing to install.

What risk level is qbo_attach_file? +

qbo_attach_file is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit qbo_attach_file? +

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

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

qbo_attach_file is provided by the Kaizen Qbo MCP server (kaizen-qbo-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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