Scan the Undeposited Funds clearing account for Payments AND SalesReceipts routed to UF but never grouped into a Bank Deposit. Undeposited = DepositToAccountRef points at the UF account (resolved by AccountSubType=UndepositedFunds, so renames like \
AI agents call qbo_scan_undeposited_funds 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 performs a read-only query operation on QuickBooks Online data to identify payments and sales receipts that have been routed to the Undeposited Funds account but not yet grouped into a bank deposit. It retrieves and reports status information without side effects. No data is created, modified, deleted, or financial transactions are initiated.
From the tool's definition Tool name contains 'scan' and description states it 'scans' and retrieves information about undeposited funds; the verb 'scan' indicates querying/retrieving existing data without modification.
Attacks that exploit this kind of access
Scan the Undeposited Funds clearing account for Payments AND SalesReceipts routed to UF but never grouped into a Bank Deposit. Undeposited = DepositToAccountRef points at the UF account (resolved by AccountSubType=UndepositedFunds, so renames like \. 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_undeposited_funds: 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_undeposited_funds 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_undeposited_funds 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_undeposited_funds. 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_undeposited_funds 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 →