Create a QBO invoice. Requires CustomerRef and at least one Line item. Guardrail: total amount must be <= tenant maxInvoiceAmount (default $100,000; returns GUARDRAIL_AMOUNT if exceeded).
AI agents use qbo_create_invoice 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.
Creating an invoice is a Write operation: it generates a new record in QBO that represents a request for payment, but does not itself transfer funds. However, severity is high because invoices are formal financial documents that, if created erroneously or maliciously, can result in incorrect billing to customers, revenue misstatement, or fraud.
From the tool's definition 'Create a QBO invoice. Requires CustomerRef and at least one Line item.' — creates a financial document in QuickBooks Online, but does not directly move money or commit payment obligations.
Attacks that exploit this kind of access
Create a QBO invoice. Requires CustomerRef and at least one Line item. Guardrail: total amount must be <= tenant maxInvoiceAmount (default $100,000; returns GUARDRAIL_AMOUNT if exceeded). 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.
Register the Kaizen Qbo MCP server in PolicyLayer and add a rule for qbo_create_invoice: 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.
qbo_create_invoice is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the qbo_create_invoice 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 qbo_create_invoice. 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.
qbo_create_invoice 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.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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