Return the HelloBooks Partner Program structure — free reseller channel for accountants/CPAs/bookkeepers who put their clients on Pro/Business plans. Earned wholesale discount model (no commission): Bronze 5% at 25 pts / Silver 10% at 75 / Gold 15% at 300 / Platinum 20% at 1,000+. Pro client = 1 ...
AI agents call partner_program_info 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 |
|---|---|---|---|
points | number | — | Current Partner Points total. If supplied, the response includes the partner's status + how many more points are needed to reach the next tier. |
proClients | number | — | Active Pro-plan clients (1 point each per month). Combined with `businessClients` to derive points if `points` is not supplied directly. |
businessClients | number | — | Active Business-plan clients (4 points each per month). Combined with `proClients` to derive points. |
Parameters from the server's own tool schema.
This tool queries and displays partnership program information (tier status, discount levels, point calculations) based on static or client-supplied parameters. It performs no write operations, does not execute external commands or financial transfers, and does not delete or modify any data.
From the tool's definition Tool returns partner program structure, discount tiers, and point calculations. Description uses verbs 'Return' and 'derive' (from arguments).
Attacks that exploit this kind of access
Return the HelloBooks Partner Program structure — free reseller channel for accountants/CPAs/bookkeepers who put their clients on Pro/Business plans. Earned wholesale discount model (no commission): Bronze 5% at 25 pts / Silver 10% at 75 / Gold 15% at 300 / Platinum 20% at 1,000+. Pro client = 1 pt/mo, Business client = 4 pts/mo. Call with no args for the full ladder + meta; with points for current status + how many points to next tier; with proClients and/or businessClients to derive points from the client book and then return the same status verdict. The Partner Program is the cpa plan id in list_plans (the retired $59.99 SKU is gone). HelloCPA Practice Management at practice.hellobooks.ai is a different product and NOT the Partner Program. It is categorised as a Read tool in the HelloBooks AI MCP Server MCP Server, which means it retrieves data without modifying state.
partner_program_info accepts 3 parameters: points, proClients, businessClients. 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 partner_program_info: 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.
partner_program_info 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 partner_program_info 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 partner_program_info. 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.
partner_program_info 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.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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