qbo_create_refund_receipt

Create a QBO RefundReceipt (customer refund). Required: CustomerRef, DepositToAccountRef (the account the refund is drawn from — bank, credit card, or UF), and Line[].

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

What qbo_create_refund_receipt does on Kaizen Qbo

AI agents use qbo_create_refund_receipt 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_refund_receipt needs a policy

Refunds represent irreversible financial transactions that commit a company to pay money to customers. This is the most severe category (Financial > Destructive > Execute) because it directly moves funds and creates financial obligations. The critical severity reflects the high blast radius: an AI agent with access to this tool could refund arbitrary amounts to arbitrary customers, causing direct monetary loss.

From the tool's definition Tool name includes 'create_refund' and description states it creates a 'customer refund' that is 'drawn from' a bank, credit card, or other account. This directly moves money out of a company's financial accounts to customers.

Questions about qbo_create_refund_receipt

What does the qbo_create_refund_receipt tool do? +

Create a QBO RefundReceipt (customer refund). Required: CustomerRef, DepositToAccountRef (the account the refund is drawn from — bank, credit card, or UF), and Line[]. 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_refund_receipt? +

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

qbo_create_refund_receipt 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_refund_receipt? +

Yes. Add a rate_limit block to the qbo_create_refund_receipt 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_refund_receipt completely? +

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

qbo_create_refund_receipt 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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