qbo_create_sales_receipt · Kaizen Qbo MCP: Risk & Policy

WHAT IT DOES

What qbo_create_sales_receipt does on Kaizen Qbo

AI agents use qbo_create_sales_receipt 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_sales_receipt needs a policy

This tool creates a new SalesReceipt, a financial transaction record in QuickBooks Online. It modifies the accounting system by recording a sale and can impact financial reporting, customer records, and cash flow tracking. However, it is reversible (receipts can be deleted or voided in QBO), so it falls under Write rather than Destructive or Financial.

From the tool's definition Tool name includes 'create' and description states 'Create a QBO SalesReceipt' — creates financial records in QuickBooks Online.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

qbo_create_sales_receipt Rate-limited

qbo_create_sales_receipt 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_sales_receipt": {
      "limits": [
        {
          "counter": "qbo_create_sales_receipt_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

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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_sales_receipt

What does the qbo_create_sales_receipt tool do? +

Create a QBO SalesReceipt (sale paid on the spot). Required: CustomerRef and Line[]. DepositToAccountRef optional (defaults to Undeposited Funds). 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_sales_receipt? +

Register the Kaizen Qbo MCP server in PolicyLayer and add a rule for qbo_create_sales_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_sales_receipt? +

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

Can I rate-limit qbo_create_sales_receipt? +

Yes. Add a rate_limit block to the qbo_create_sales_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_sales_receipt completely? +

Set action: deny in the PolicyLayer policy for qbo_create_sales_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_sales_receipt? +

qbo_create_sales_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.