Take a Balance Sheet CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected) and run three checks: (1) bs.equation_broken — the fundamental accounting equation Assets = Liabilities + Equity does not hold (every downstream ratio analysis is invalid until fixed); (2) bs....
AI agents call analyze_balance_sheet to retrieve information from HelloBooks AI MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
csvText | string | Yes | Raw CSV text of a Balance Sheet report. Works with QuickBooks Online (Reports → Balance Sheet), Xero (Reports → Balance Sheet), Zoho Books (Reports → Balance Sh |
fileName | string | — | Optional filename for the share-page label. |
Parameters from the server's own tool schema.
This is a diagnostic/analytic read operation on financial data. It accepts a CSV input, performs validation checks, and returns structured flags indicating potential issues. While it operates on sensitive financial data (balance sheet), it performs no writes, deletes, executions of external code, or financial movements.
From the tool's definition Tool description states it 'run[s] three checks' and 'Returns flags' on a Balance Sheet CSV export. The checks are analytical validations (equation_broken, negative_asset, negative_equity) that detect and report data quality issues.
Risk signalsAccepts file system path (fileName) · Bulk/mass operation — affects multiple targets
Attacks that exploit this kind of access
Take a Balance Sheet CSV export from QuickBooks Online, Xero, Zoho Books, or Wave (source auto-detected) and run three checks: (1) bs.equation_broken — the fundamental accounting equation Assets = Liabilities + Equity does not hold (every downstream ratio analysis is invalid until fixed); (2) bs.negative_asset — Cash / AR / Inventory line items with negative balances (reconciliation error signal); (3) bs.negative_equity — Total Equity < 0 (insolvency signal). Input is raw CSV text of a Balance Sheet (Reports → Balance Sheet in QBO / Xero / Zoho / Wave). Max 5,000 rows; max 5 MB. Returns flags with severity, totals (totalAssets, totalLiabilities, totalEquity, equationBalances boolean), and a shareable URL. Use this when a user pastes a Balance Sheet and asks "does my balance sheet balance?", "is the accounting equation satisfied?", or "is my company solvent on paper?". A Balance Sheet that fails Assets = Liabilities + Equity invalidates every downstream financial-ratio analysis — this is the single most important check for any BS. It is categorised as a Read tool in the HelloBooks AI MCP Server MCP Server, which means it retrieves data without modifying state.
analyze_balance_sheet accepts 2 parameters: csvText, fileName. Required: csvText. The full parameter table on this page comes from the server's own tool schema.
Register the HelloBooks AI MCP Server MCP server in PolicyLayer and add a rule for analyze_balance_sheet: 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 HelloBooks AI MCP Server. Nothing to install.
analyze_balance_sheet 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 analyze_balance_sheet 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 analyze_balance_sheet. 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.
analyze_balance_sheet is provided by the HelloBooks AI MCP Server MCP server (Meru-Fin-Tech/HelloBooks-MCP-Public). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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