get_party_balance

Get outstanding balance for a Customer or Supplier.

Server ERPNext MCP Server yazelin/erpnext-mcp
Category Read
Risk class Low
Parameters 00 required

What get_party_balance does on ERPNext MCP Server

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

Why get_party_balance needs a policy

This tool retrieves financial information (account balance) but does not move money, create financial obligations, or modify data. It is a read-only query operation with no side effects. The context of an ERP system and the presence of other Destructive/Write tools on the server confirms this is strictly a data retrieval function.

From the tool's definition Tool name and description: 'Get outstanding balance for a Customer or Supplier' indicates a retrieval operation that queries balance data without modifying or deleting any records.

Questions about get_party_balance

What does the get_party_balance tool do? +

Get outstanding balance for a Customer or Supplier. It is categorised as a Read tool in the ERPNext MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_party_balance? +

Register the ERPNext MCP Server MCP server in PolicyLayer and add a rule for get_party_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 ERPNext MCP Server. Nothing to install.

What risk level is get_party_balance? +

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

Can I rate-limit get_party_balance? +

Yes. Add a rate_limit block to the get_party_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_party_balance completely? +

Set action: deny in the PolicyLayer policy for get_party_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_party_balance? +

get_party_balance is provided by the ERPNext MCP Server MCP server (yazelin/erpnext-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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