qbo_create_credit_memo · Kaizen Qbo MCP: Risk & Policy

WHAT IT DOES

What qbo_create_credit_memo does on Kaizen Qbo

AI agents use qbo_create_credit_memo 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 IT NEEDS A POLICY

Why qbo_create_credit_memo needs a policy

This tool creates new financial records (credit memos) in QuickBooks Online, modifying customer accounts and financial data. However, credit memos are reversible transactions, distinguishing this from Destructive operations. While it involves financial data, it does not directly move money or commit new financial obligations (no payment/refund/subscription execution), so Financial category does not apply.

From the tool's definition Tool name explicitly states 'create' and description confirms it creates a QBO CreditMemo with required CustomerRef and Line details. Credit memos in QuickBooks are reversible accounting records that reduce customer balances.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

qbo_create_credit_memo Rate-limited

qbo_create_credit_memo stays usable, but capped — an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "qbo_create_credit_memo": {
      "limits": [
        {
          "counter": "qbo_create_credit_memo_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL →

Instant setup, no code required.

PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches Kaizen Qbo, so you can run agents against it safely.

FAQ

Questions about qbo_create_credit_memo

What does the qbo_create_credit_memo tool do? +

Create a QBO CreditMemo. Required: CustomerRef and Line[] (typically SalesItemLineDetail lines, same structure as Invoice). 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_create_credit_memo? +

Register the Kaizen Qbo MCP server in PolicyLayer and add a rule for qbo_create_credit_memo: 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_create_credit_memo? +

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

Can I rate-limit qbo_create_credit_memo? +

Yes. Add a rate_limit block to the qbo_create_credit_memo 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_create_credit_memo completely? +

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

qbo_create_credit_memo 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.