qbo_query

Run a SOQL query against QuickBooks Online. ONLY SELECT queries are permitted — INSERT/UPDATE/DELETE are rejected with QUERY_REJECTED. Example: SELECT * FROM Invoice WHERE TxnDate >=

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

What qbo_query does on Kaizen Qbo

AI agents call qbo_query 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_query needs a policy

Despite being connected to a financial system (QuickBooks Online), this tool is strictly limited to SELECT queries that retrieve or query data with no modifications. The explicit rejection of INSERT/UPDATE/DELETE operations means it has no side effects and no ability to modify or destroy data. This makes it a Read operation at low severity.

From the tool's definition Tool description explicitly states 'ONLY SELECT queries are permitted — INSERT/UPDATE/DELETE are rejected with QUERY_REJECTED'. The tool name 'qbo_query' and the example 'SELECT * FROM Invoice' confirm it retrieves data without side effects.

Questions about qbo_query

What does the qbo_query tool do? +

Run a SOQL query against QuickBooks Online. ONLY SELECT queries are permitted — INSERT/UPDATE/DELETE are rejected with QUERY_REJECTED. Example: SELECT * FROM Invoice WHERE TxnDate >=. 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_query? +

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

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

Can I rate-limit qbo_query? +

Yes. Add a rate_limit block to the qbo_query 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_query completely? +

Set action: deny in the PolicyLayer policy for qbo_query. 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_query? +

qbo_query 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.

// THE FULL RECORD

qbo_query is one line of Kaizen Qbo's registry record.

The record carries the whole server: verified identity, auth posture, risk grade, every tool classified, recommended policy — re-checked continuously.

Teams ship this data inside their own products. See what a licence covers →

// GET IN TOUCH

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