list_plans

List HelloBooks pricing plans with monthly + annual prices in 8 regional currencies (USD, INR, CAD, GBP, AUD, AED, SGD, NZD). Covers four core tiers — Free / Pro / Business / Partner Program (the cpa plan id) — plus two per-entity stackable add-ons (Warehouse, Manufacturing). Returns AI credit al...

Server HelloBooks AI MCP Server Meru-Fin-Tech/HelloBooks-MCP-Public
Category Read
Risk class Low
Parameters 20 required

What list_plans does on HelloBooks AI MCP Server

AI agents call list_plans 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.

ParameterTypeRequiredDescription
plan string Restrict the response to a single plan tier (`cpa` = free Partner Program).
country string ISO country code. Filters prices to one country. Omit to return all 8 markets.

Parameters from the server's own tool schema.

Why list_plans needs a policy

This tool retrieves and displays publicly available pricing information, plan features, and signup URLs. It performs read-only queries filtered by plan type or country, with no ability to create, modify, delete, execute code, or commit financial transactions. The low blast radius reflects minimal risk even if misused by an agent — it only exposes pricing data already public.

From the tool's definition Tool name is "list_plans" and description states it "List[s] HelloBooks pricing plans" and "Returns AI credit allowance, feature bullets..., and the public signup URL." The verb is "list" and "returns" — retrieval operations with no side effects.

Questions about list_plans

What does the list_plans tool do? +

List HelloBooks pricing plans with monthly + annual prices in 8 regional currencies (USD, INR, CAD, GBP, AUD, AED, SGD, NZD). Covers four core tiers — Free / Pro / Business / Partner Program (the cpa plan id) — plus two per-entity stackable add-ons (Warehouse, Manufacturing). Returns AI credit allowance, feature bullets (AI auto-categorization, unlimited users, multi-entity, 3-way matching, API access, etc.), and the public signup URL. Filter by plan (one of free / pro / business / cpa) or country (ISO code). Pricing follows Doc 19 v3 (Web-Fire #514, 2026-06-12): Business re-introduced as a 4th tier sized ~4× Pro to match Partner Points; the retired "$59.99/mo + $4.99/client" CPA SKU is gone and the cpa plan id now resolves to the free Partner Program (call partner_program_info for the status ladder + points math). HelloCPA Practice Management is a separate product on practice.hellobooks.ai — call practice_management_info, NOT this tool. It is categorised as a Read tool in the HelloBooks AI MCP Server MCP Server, which means it retrieves data without modifying state.

What parameters does list_plans accept? +

list_plans accepts 2 parameters: plan, country. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on list_plans? +

Register the HelloBooks AI MCP Server MCP server in PolicyLayer and add a rule for list_plans: 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.

What risk level is list_plans? +

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

Can I rate-limit list_plans? +

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

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

list_plans 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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