Scan a Xero "Manual Journals" CSV export for cleanup issues — unbalanced journals, duplicate journals (same date + same totals), and schema problems (invalid dates, malformed amounts, missing account code/name, missing group key). Input is the raw CSV content the user pastes after exporting from ...
AI agents call analyze_xero_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 Xero "Manual Journals" report. Export from Xero: Accounting → Advanced → Manual Journals → Export. 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.
The tool accepts a CSV export as input and performs validation/analysis to identify data quality issues (unbalanced journals, duplicates, schema errors). It does not modify Xero records, execute transactions, delete data, or trigger financial operations. The analysis is read-only introspection with informational output.
From the tool's definition Tool 'Scan[s]' and 'Returns structured' analysis of CSV data for cleanup issues (unbalanced journals, duplicates, schema problems). No modification, deletion, or execution of external operations — purely data inspection and reporting.
Risk signalsAccepts file system path (fileName)
Attacks that exploit this kind of access
Scan a Xero "Manual Journals" CSV export for cleanup issues — unbalanced journals, duplicate journals (same date + same totals), and schema problems (invalid dates, malformed amounts, missing account code/name, missing group key). Input is the raw CSV content the user pastes after exporting from Xero via Accounting → Advanced → Manual Journals → Export. Xero-specific idioms handled: signed Amount column (positive = credit, negative = debit), explicit Debit/Credit fallback shape, Reference-or-Narration+Date grouping, account code preferred over name. Max 5,000 rows; max 5 MB. Returns structured flags with severity, a roll-up summary, parse diagnostics, and a shareable URL at agents.hellobooks.ai/r/{slug}. Use this when a user pastes Xero manual-journal data, asks "check my Xero books", or "find issues in my Xero journal". The funnel CTA routes to /migrate/from-xero for users who want to fix at scale. It is categorised as a Read tool in the HelloBooks AI MCP Server MCP Server, which means it retrieves data without modifying state.
analyze_xero_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_xero_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_xero_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_xero_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_xero_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_xero_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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