get_account_balance

Calculates the balance for a DATEV account.

Server Datev ppronobis/datev-mcp-server
Category Read
Risk class Low
Parameters 00 required

What get_account_balance does on Datev

AI agents call get_account_balance to retrieve information from Datev without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why get_account_balance needs a policy

This tool performs a read-only query operation on bookkeeping data. It retrieves and calculates account balances from the DATEV system without creating, modifying, or deleting any records. The sibling tools (get_open_items, list_bookings, load_datev_file, search_documents) are all read-only data retrieval operations, consistent with a data analysis server. No side effects or irreversible changes are possible.

From the tool's definition Tool description states it 'Calculates the balance for a DATEV account.' The action is purely computational and retrieves account balance information without modifying, deleting, or executing external operations.

Questions about get_account_balance

What does the get_account_balance tool do? +

Calculates the balance for a DATEV account. It is categorised as a Read tool in the Datev MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_account_balance? +

Register the Datev MCP server in PolicyLayer and add a rule for get_account_balance: 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 Datev. Nothing to install.

What risk level is get_account_balance? +

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

Can I rate-limit get_account_balance? +

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

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

get_account_balance is provided by the Datev MCP server (ppronobis/datev-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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