Scan a QuickBooks Online "Journal Entries" CSV export for cleanup issues — unbalanced journals (debits ≠ credits, with severity by deviation), duplicate journals (same date + same totals, likely posted twice), and schema problems (invalid dates, malformed amounts, missing accounts, missing journa...
AI agents call analyze_qbo_journal_cleanup 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 QuickBooks Online "Journal Entries" report. Export from QBO: Reports → Accountant → Journal → Export as CSV. Paste the file contents directly. |
fileName | string | — | Optional original filename, used only as a label on the share page. |
Parameters from the server's own tool schema.
This tool performs read-only analysis of journal entry data. It detects cleanup issues, duplicates, and schema problems but does not modify, delete, or write changes back to QuickBooks Online or any accounting system. The output is informational (flags, summaries, diagnostics). While it operates on financial data, it carries no financial transaction risk—no money moves, no records are altered.
From the tool's definition Tool 'analyzes' and 'scans' CSV exports for issues; returns 'structured flag list' and 'summary' — purely diagnostic inspection with no modification of data.
Risk signalsAccepts file system path (fileName)
Attacks that exploit this kind of access
Scan a QuickBooks Online "Journal Entries" CSV export for cleanup issues — unbalanced journals (debits ≠ credits, with severity by deviation), duplicate journals (same date + same totals, likely posted twice), and schema problems (invalid dates, malformed amounts, missing accounts, missing journal numbers). Input is the raw CSV content the user pastes after exporting from QBO via Reports → Accountant → Journal → Export. Max 5,000 rows; max 5 MB. Returns a structured flag list with severity (high/medium/low), a roll-up summary by category and severity, parse diagnostics (column mapping + unmapped columns), and a shareable URL at agents.hellobooks.ai/r/{slug} (7-day TTL) that renders a branded analysis page suitable for sending to a CA or bookkeeper. Use this when a user pastes QBO journal data, asks "check my books", "find issues in my QBO journal", or "what is wrong with my journal entries". Each flag includes a fixableInHellobooks boolean — true means HelloBooks can resolve it automatically in the paid product. It is categorised as a Read tool in the HelloBooks AI MCP Server MCP Server, which means it retrieves data without modifying state.
analyze_qbo_journal_cleanup 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_qbo_journal_cleanup: 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_qbo_journal_cleanup 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_qbo_journal_cleanup 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_qbo_journal_cleanup. 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_qbo_journal_cleanup 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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