Take a QBO or Xero journal-entry CSV (source auto-detected) and return a structured migration-effort estimate — row counts, unique-account count, period span, complexity classification (low / medium / high), human-hours estimate, assisted-hours estimate, and an indicative price quote in USD. Heur...
AI agents call estimate_migration_effort 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 journal-entry export from QBO ("Journal Entries") or Xero ("Manual Journals"). Source is auto-detected from headers. |
fileName | string | — |
Parameters from the server's own tool schema.
The tool reads and analyzes an uploaded CSV to produce a sizing/estimation report. It performs no writes, executes no code with side effects, deletes nothing, and moves no money. The 'indicative price quote' is informational only — it does not commit any financial obligation or initiate a transaction. This is a pure read/analysis operation.
From the tool's definition 'return a structured migration-effort estimate — row counts, unique-account count, period span, complexity classification, human-hours estimate, assisted-hours estimate, and an indicative price quote in USD' and 'Heuristic-based — refined against the live…
Risk signalsAccepts file system path (fileName)
Attacks that exploit this kind of access
Take a QBO or Xero journal-entry CSV (source auto-detected) and return a structured migration-effort estimate — row counts, unique-account count, period span, complexity classification (low / medium / high), human-hours estimate, assisted-hours estimate, and an indicative price quote in USD. Heuristic-based — refined against the live entity once the user signs up. Accepts larger files than the other analytical tools (up to 50,000 rows / 20 MB) because no detection runs here, just sizing. Use this when a user is weighing the cost of moving books to HelloBooks, pastes data and asks "how long will migration take?", "what would this cost?", or "is it worth migrating?". The funnel CTA points at /migrate/<source>?ref=<shareUrl> to start the assisted flow with the parsed sizing pre-populated. It is categorised as a Read tool in the HelloBooks AI MCP Server MCP Server, which means it retrieves data without modifying state.
estimate_migration_effort 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 estimate_migration_effort: 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.
estimate_migration_effort 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 estimate_migration_effort 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 estimate_migration_effort. 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.
estimate_migration_effort 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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