quickfile_bank_search

Search bank transactions by date range, reference, or amount. Response contains user-controlled fields (Reference, PayeePayer, Notes) that are automatically sanitized.

Server QuickFile MCP Server marcusquinn/quickfile-mcp
Category Read
Risk class Low
Parameters 00 required

What quickfile_bank_search does on QuickFile MCP Server

AI agents call quickfile_bank_search to retrieve information from QuickFile MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why quickfile_bank_search needs a policy

This tool retrieves and queries financial transaction data without creating, modifying, deleting, or executing any operations. It is a pure read operation on banking data. While the data domain is financial in nature, the tool itself performs no financial transactions or commitments. The mention of 'user-controlled fields' being sanitized indicates awareness of output handling but confirms read-only behavior.

From the tool's definition Tool description explicitly states it "Search[es] bank transactions" with no modification or deletion capabilities. Parameters limited to search criteria (date range, reference, amount). Response retrieves existing data only.

Questions about quickfile_bank_search

What does the quickfile_bank_search tool do? +

Search bank transactions by date range, reference, or amount. Response contains user-controlled fields (Reference, PayeePayer, Notes) that are automatically sanitized. It is categorised as a Read tool in the QuickFile MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on quickfile_bank_search? +

Register the QuickFile MCP Server MCP server in PolicyLayer and add a rule for quickfile_bank_search: 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 QuickFile MCP Server. Nothing to install.

What risk level is quickfile_bank_search? +

quickfile_bank_search is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit quickfile_bank_search? +

Yes. Add a rate_limit block to the quickfile_bank_search 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 quickfile_bank_search completely? +

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

quickfile_bank_search is provided by the QuickFile MCP Server MCP server (marcusquinn/quickfile-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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