qbo_create_deposit

Create a QBO Deposit record. Required: DepositToAccountRef (bank account) and Line[]. Each line is either a direct deposit (AccountRef on DepositLineDetail) or an applied payment (LinkedTxn pointing to a Payment on Undeposited Funds — the usual use case).

Server Kaizen Qbo kaizen-qbo-mcp-server
Category Financial
Risk class Critical
Parameters 00 required

What qbo_create_deposit does on Kaizen Qbo

AI agents use qbo_create_deposit to commit financial operations through Kaizen Qbo — usually the final step of a payment, billing, or trading workflow. A call moves real money.

Why qbo_create_deposit needs a policy

Deposits are financial operations that record cash movement and settlements in QuickBooks Online. Creating a deposit transfers undeposited funds into a designated bank account, committing the transaction irreversibly in the accounting system. This is a direct financial obligation/commitment that affects cash flow and account reconciliation.

From the tool's definition Tool creates a QBO Deposit record, which moves money into a bank account (DepositToAccountRef) and applies payments from Undeposited Funds. This commits financial transactions that alter cash positions and account balances.

Questions about qbo_create_deposit

What does the qbo_create_deposit tool do? +

Create a QBO Deposit record. Required: DepositToAccountRef (bank account) and Line[]. Each line is either a direct deposit (AccountRef on DepositLineDetail) or an applied payment (LinkedTxn pointing to a Payment on Undeposited Funds — the usual use case). It is categorised as a Financial tool in the Kaizen Qbo MCP Server, which means it involves financial transactions. Block by default and require explicit approval.

How do I enforce a policy on qbo_create_deposit? +

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

qbo_create_deposit is a Financial tool with critical risk. Critical-risk tools should be blocked by default and only enabled with explicit human approval.

Can I rate-limit qbo_create_deposit? +

Yes. Add a rate_limit block to the qbo_create_deposit 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_deposit completely? +

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

qbo_create_deposit 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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