TreeBeam MCP Server

56 tools. 25 can modify or destroy data without limits.

8 destructive tools with no built-in limits. Policy required.

Last updated:

25 can modify or destroy data
31 read-only
56 tools total

Community server · catalogue entry verified 03/07/2026

How to control TreeBeam MCP Server ↓

What TreeBeam MCP Server exposes to your agents

Read (31) Write / Execute (17) Destructive / Financial (8)
Critical Risk

The most dangerous TreeBeam MCP Server tools

25 of TreeBeam MCP Server's 56 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

How to control TreeBeam MCP Server

PolicyLayer is an MCP gateway — it sits between your AI agents and TreeBeam MCP Server, and nothing reaches the server without passing your rules. These are the rules we recommend:

Deny destructive operations
{
  "delete_account": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Blocked by default. Requires approval."
      }
    ]
  }
}

Destructive tools should never be available to autonomous agents without human approval.

Rate limit write operations
{
  "create_account": {
    "limits": [
      {
        "counter": "create_account_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations
{
  "get_account": {
    "limits": [
      {
        "counter": "get_account_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

  1. Create a free account and register TreeBeam MCP Server — nothing to install.
  2. Add these rules — paste them, or build them visually. Tune the limits to your setup.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
ENFORCE POLICY ON TREEBEAM →

Instant setup, no code required.

All 56 TreeBeam MCP Server tools

READ 31 tools
Read get_account Get a single account by ID within a project. Read get_account_group Get a single account group by ID within a project. Read get_adjustment Get a single adjustment by ID within a project. Read get_adjustment_line_item Get a single adjustment line item by ID within a project. Read get_adjustment_type Get a single adjustment type by ID. Read get_entity Get a single entity by ID within a project. Read get_entity_relationship_set Get a single entity relationship set by ID within a project. Read get_period Get a single accounting period by ID within a project. Read get_unadjusted_balance Get a single unadjusted balance by ID within a project. Read list_adjustment_types List all available adjustment types (e.g. PAJE, TAJE). These are global reference values not scoped to a proje Read list_organizations List all accounting organizations accessible to the user. Results are paginated — if a continuationToken is re Read list_projects List all accounting projects accessible to the user, optionally filtered by organization. Results are paginate Read pivot_adjustments_by_account PREFERRED for analyzing adjustment impact by account. Returns one row per impacted account with the sum of adj Read pivot_adjustments_by_account_group PREFERRED for analyzing adjustment impact by account group. Returns one row per impacted account group with su Read pivot_adjustments_by_adjustment PREFERRED for reviewing adjustments. Returns each adjustment with its line items pre-joined, including the res Read pivot_adjustments_by_fs_group PREFERRED for high-level adjustment analysis. Returns one row per impacted financial statement type (Asset, Li Read pivot_consolidation_by_account_group PREFERRED for multi-entity consolidated reporting. Returns a consolidated trial balance by account group — one Read pivot_consolidation_by_fs_group PREFERRED for high-level multi-entity consolidated reporting. Returns a consolidated trial balance by financia Read pivot_trial_balance_by_account PREFERRED for financial data retrieval. Returns a trial balance pivoted by account — one row per account with Read pivot_trial_balance_by_account_group PREFERRED for financial data retrieval. Returns a trial balance pivoted by account group — one row per account Read pivot_trial_balance_by_fs_group PREFERRED for high-level financial summaries. Returns a trial balance pivoted by financial statement group — o Read search_account_groups Search/list raw account group records within a project. Supports filtering — see server instructions for filte Read search_accounts Search/list raw account records within a project. Supports filtering — see server instructions for filter synt Read search_adjustment_line_items Search/list raw adjustment line item records within a project. Supports filtering — see server instructions fo Read search_adjustments Search/list raw adjustment records within a project. Supports filtering — see server instructions for filter s Read search_entities Search/list entities within a project. Supports filtering — see server instructions for filter syntax. Results Read search_entity_relationship_sets Search/list entity relationship sets within a project. Results are paginated — if a continuationToken is retur Read search_periods Search/list accounting periods within a project. Supports filtering — see server instructions for filter synta Read search_unadjusted_balances Search/list raw unadjusted balance records within a project. Supports filtering — see server instructions for Read treebeam_auth_status Check current TreeBeam authentication status — whether a valid token is stored and when it expires. If the use Read treebeam_logout Log out of TreeBeam by removing stored credentials from the OS keychain.

Related servers

Other MCP servers with similar tools — same risk classification, starter policies for each.

Questions about TreeBeam MCP Server

Can an AI agent delete data through the TreeBeam MCP Server MCP server? +

Yes. The TreeBeam MCP Server server exposes 8 destructive tools including delete_account, delete_account_group, delete_adjustment. These permanently remove resources with no undo. PolicyLayer blocks destructive tools by default so they never reach the upstream server.

How do I prevent bulk modifications through TreeBeam MCP Server? +

The TreeBeam MCP Server server has 17 write tools including create_account, create_account_group, create_adjustment. Set a rate limit in your policy -- for example, 10 calls per hour prevents an agent from making more than 10 modifications per hour. PolicyLayer enforces this at the gateway, before calls reach TreeBeam MCP Server.

How many tools does the TreeBeam MCP Server MCP server expose? +

56 tools across 3 categories: Destructive, Read, Write. 31 are read-only. 25 can modify, create, or delete data.

How do I enforce a policy on TreeBeam MCP Server? +

Register the TreeBeam MCP Server MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every TreeBeam MCP Server tool call.

Deterministic rules across all 56 TreeBeam MCP Server tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

Instant setup, no code required.

56 TreeBeam MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

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