cust_trans_export

导出平台潜客转化数据。支持按城市公司、第三方平台、商机类型、商机来源、商机状态、分发标记、是否付费、第三方创建时间、首次接收时间、是否带看、是否成交、客户录入时间、签单日期等筛选。使用异步轮询方式等待导出完成。

Server Yjzf @yjzf/mcp-server-yjzf
Category Read
Risk class Low
Parameters 125 required

What cust_trans_export does on Yjzf

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

ParameterTypeRequiredDescription
brandId string Yes 品牌ID,必须通过 brand_select 工具获取,禁止自行编造
typeOne array 商机来源筛选列表(多选),可选。值来自 ERP 字典 open_customer_from
typeTen array 商机状态筛选列表(多选),可选。枚举值:0=无效,1=有效
branchId string Yes 城市公司ID,必须通过 branch_select 工具获取,禁止自行编造
numTwoGe number 第三方创建时间范围开始时间戳(毫秒),可选,用户有指定日期时,必须先调用 get_current_time 获取当前时间作为参考,再用 date_to_timestamp 转换,严禁自行估算。不传默认12个月前
numTwoLt number 第三方创建时间范围结束时间戳(毫秒),可选,用户有指定日期时,必须先调用 get_current_time 获取当前时间作为参考,再用 date_to_timestamp(endOfDay=true) 转换,严禁自行估算。不传默认今天结束
signTmGe number 签单日期范围开始时间戳(毫秒),可选,用户有指定日期时,必须先调用 get_current_time 获取当前时间作为参考,再用 date_to_timestamp 转换,严禁自行估算。不传默认12个月前
signTmLt number 签单日期范围结束时间戳(毫秒),可选,用户有指定日期时,必须先调用 get_current_time 获取当前时间作为参考,再用 date_to_timestamp(endOfDay=true) 转换,严禁自行估算。不传默认今天结束
typeSeven array 商机类型筛选列表(多选),可选。值来自 ERP 字典 open_customer_bu_type
branchName string Yes 城市公司名称,必须通过 branch_select 工具获取,禁止自行编造
numThreeGe number Yes 首次接收时间范围开始时间戳(毫秒),必填。用户指定日期时,必须先调用 get_current_time 获取当前时间,再用 date_to_timestamp 转换,严禁自行估算
numThreeLt number Yes 首次接收时间范围结束时间戳(毫秒),必填。用户指定日期时,必须先调用 get_current_time 获取当前时间,再用 date_to_timestamp(endOfDay=true) 转换,严禁自行估算。时间范围最长不超过365天

Parameters from the server's own tool schema.

Why cust_trans_export needs a policy

The tool exports/reads customer conversion data from the platform. Despite the broad data access (customer records, transaction data, business opportunity data), it is fundamentally a read/export operation with no stated side effects. The async polling mechanism further confirms it is retrieving pre-existing data. Severity is medium due to the sensitivity of customer and sales pipeline data being exported.

From the tool's definition 导出平台潜客转化数据 (Export platform potential customer conversion data) — describes a data export/retrieval operation with various filter parameters

Risk signalsHigh parameter count (23 properties)

Questions about cust_trans_export

What does the cust_trans_export tool do? +

导出平台潜客转化数据。支持按城市公司、第三方平台、商机类型、商机来源、商机状态、分发标记、是否付费、第三方创建时间、首次接收时间、是否带看、是否成交、客户录入时间、签单日期等筛选。使用异步轮询方式等待导出完成。. It is categorised as a Read tool in the Yjzf MCP Server, which means it retrieves data without modifying state.

What parameters does cust_trans_export accept? +

cust_trans_export accepts 12 parameters: brandId, typeOne, typeTen, branchId, numTwoGe, numTwoLt, signTmGe, signTmLt, typeSeven, branchName, numThreeGe, numThreeLt. Required: brandId, branchId, branchName, numThreeGe, numThreeLt. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on cust_trans_export? +

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

What risk level is cust_trans_export? +

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

Can I rate-limit cust_trans_export? +

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

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

cust_trans_export is provided by the Yjzf MCP server (@yjzf/mcp-server-yjzf). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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