Export a QBO report as PDF or XLSX. Returns { filename, contentType, sizeBytes, base64 } — the binary is base64-encoded in the MCP response so you can decode and save it locally or forward to email. Same report names as qbo_report (PascalCase).
AI agents call qbo_report_export 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 retrieves an existing report and encodes it for download. It does not create, modify, or delete any data in QuickBooks Online — it only reads and exports report data in a different format. The severity is low because misuse would at most expose financial report data, but the tool itself has no write or destructive side effects.
From the tool's definition Export a QBO report as PDF or XLSX. Returns { filename, contentType, sizeBytes, base64 } — the binary is base64-encoded in the MCP response so you can decode and save it locally
Attacks that exploit this kind of access
Export a QBO report as PDF or XLSX. Returns { filename, contentType, sizeBytes, base64 } — the binary is base64-encoded in the MCP response so you can decode and save it locally or forward to email. Same report names as qbo_report (PascalCase). 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_export: 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_export 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_export 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_export. 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_export 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 →