qbo_get_entity

Read a single QBO entity by type and ID. Types: Invoice, Customer, Vendor, Bill, Payment, JournalEntry, Account, Item, Purchase, Estimate, CreditMemo, etc.

Server Kaizen Qbo kaizen-qbo-mcp-server
Category Read
Risk class Low
Parameters 00 required

What qbo_get_entity does on Kaizen Qbo

AI agents call qbo_get_entity to retrieve information from Kaizen Qbo without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why qbo_get_entity needs a policy

This tool retrieves financial data from QuickBooks Online without modifying, deleting, or executing operations. It is a straightforward data query with no destructive, financial transaction, or code execution capabilities. While QuickBooks data can be sensitive, the read-only nature makes this low severity. The confidence is high due to clear documentation of the read-only behavior.

From the tool's definition Tool name 'qbo_get_entity' combined with description 'Read a single QBO entity by type and ID' explicitly indicates a retrieval operation with no side effects. The verb 'Read' in the description confirms data query functionality.

Questions about qbo_get_entity

What does the qbo_get_entity tool do? +

Read a single QBO entity by type and ID. Types: Invoice, Customer, Vendor, Bill, Payment, JournalEntry, Account, Item, Purchase, Estimate, CreditMemo, etc. It is categorised as a Read tool in the Kaizen Qbo MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on qbo_get_entity? +

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

qbo_get_entity is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit qbo_get_entity? +

Yes. Add a rate_limit block to the qbo_get_entity 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_get_entity completely? +

Set action: deny in the PolicyLayer policy for qbo_get_entity. 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_get_entity? +

qbo_get_entity 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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