Scan for unapplied customer credits: CreditMemos with an open Balance (remaining credit) not applied to any invoice. Open credits net against AR and distort per-customer aging. Returns item-level detail with QBO deep links, a per-customer rollup, and totalAmount (critical when total > $25,000). O...
AI agents call qbo_scan_unapplied_receipts 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 and reports on financial data (unapplied customer credits) for analysis purposes. It has no side effects—it only queries and returns information about existing QBO records. The mention of critical thresholds ($25,000) relates to the importance of the data being read, not to any destructive or financial action taken by the tool itself.
From the tool's definition Tool description explicitly states 'Read-only' and 'Scan for unapplied customer credits' with 'Returns item-level detail'.
Attacks that exploit this kind of access
Scan for unapplied customer credits: CreditMemos with an open Balance (remaining credit) not applied to any invoice. Open credits net against AR and distort per-customer aging. Returns item-level detail with QBO deep links, a per-customer rollup, and totalAmount (critical when total > $25,000). Optional start/end bound TxnDate — omit to scan all time. Read-only. (SalesReceipts sitting in Undeposited Funds are covered by qbo_scan_undeposited_funds.). 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_scan_unapplied_receipts: 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_scan_unapplied_receipts 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_scan_unapplied_receipts 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_scan_unapplied_receipts. 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_scan_unapplied_receipts 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.
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