Pull a QBO report. Reports: ProfitAndLoss, BalanceSheet, CashFlow, TrialBalance, GeneralLedger, AgedReceivableDetail, AgedPayableDetail, TransactionList, CustomerBalanceDetail, VendorBalanceDetail, CustomerIncome, VendorExpenses. Common params: start_date, end_date, accounting_method (Accrual|Cash).
AI agents call qbo_report 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.
This tool only fetches/queries pre-existing financial report data from QuickBooks Online. It has no side effects and cannot modify, create, or delete any records. Misuse risk is low — an agent could expose sensitive financial data, but it cannot cause operational or financial harm by running reports.
From the tool's definition 'Pull a QBO report' — retrieves financial reports such as ProfitAndLoss, BalanceSheet, CashFlow, etc. with date/accounting-method filters; no creation or modification of data implied.
Attacks that exploit this kind of access
Pull a QBO report. Reports: ProfitAndLoss, BalanceSheet, CashFlow, TrialBalance, GeneralLedger, AgedReceivableDetail, AgedPayableDetail, TransactionList, CustomerBalanceDetail, VendorBalanceDetail, CustomerIncome, VendorExpenses. Common params: start_date, end_date, accounting_method (Accrual|Cash). It is categorised as a Read tool in the Kaizen Qbo MCP Server, which means it retrieves data without modifying state.
Register the Kaizen Qbo MCP server in PolicyLayer and add a rule for qbo_report: 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.
qbo_report is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the qbo_report 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.
Set action: deny in the PolicyLayer policy for qbo_report. 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.
qbo_report 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.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
Teams ship this data inside their own products. See what a licence covers →