qbo_reclassify

Batch-reclassify transaction lines to new posting accounts. Each item rewrites ONE line

Server Kaizen Qbo kaizen-qbo-mcp-server
Category Write
Risk class Medium
Parameters 00 required

What qbo_reclassify does on Kaizen Qbo

AI agents use qbo_reclassify 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 qbo_reclassify needs a policy

This tool modifies financial transaction data (reclassification of posting accounts) but does not irreversibly delete records or move money directly. It is a Write operation with high severity due to the financial context—misuse could corrupt accounting records, alter expense categorization, and create compliance issues, though the changes are theoretically reversible via correction entries.

From the tool's definition Tool performs batch updates that rewrite transaction lines by reclassifying them to new posting accounts. The phrase 'rewrites ONE line' indicates modification of existing financial records.

Questions about qbo_reclassify

What does the qbo_reclassify tool do? +

Batch-reclassify transaction lines to new posting accounts. Each item rewrites ONE line. 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_reclassify? +

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

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

Can I rate-limit qbo_reclassify? +

Yes. Add a rate_limit block to the qbo_reclassify 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_reclassify completely? +

Set action: deny in the PolicyLayer policy for qbo_reclassify. 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_reclassify? +

qbo_reclassify 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_reclassify 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

Have a question or want to learn more? Send us a message.

Message sent.

We'll get back to you soon.