get_financial_statement

Get financial statement for a given ticker symbol

SERVERYahoo Finance MCP Server SOURCE16coffee/finance-mcp

Low RISK CLASS

Category Read

Parameters 00 required

Recommended Allowedsee the rule below

Registry record Grade A, identity unverified Pull the record →

This record as markdown: /tools/16coffee-finance-mcp/get-financial-statement.md

WHAT IT DOES

What get_financial_statement does on Yahoo Finance MCP Server

AI agents call get_financial_statement to retrieve information from Yahoo Finance MCP Server without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

RISK

Why get_financial_statement is rated Low

This tool retrieves historical financial data (balance sheets, income statements, cash flow statements) from Yahoo Finance for a specified company ticker. It performs a query operation that does not modify, delete, or execute any actions—it only returns existing financial information. There is no capability to alter data, execute code, or commit financial transactions.

From the tool's definition Tool name 'get_financial_statement' and description 'Get financial statement for a given ticker symbol' indicate a retrieval operation with no side effects.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs get_financial_statement safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Yahoo Finance MCP Server, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For get_financial_statement, this is the rule to start with:

get_financial_statement Allowed

get_financial_statement is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_financial_statement": {}
  }
}

ALLOW ONLY THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Yahoo Finance MCP Server, apply this rule, and every get_financial_statement call is checked against it from then on.

FAQ

Questions about get_financial_statement

What does the get_financial_statement tool do? +

Get financial statement for a given ticker symbol. It is categorised as a Read tool in the Yahoo Finance MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_financial_statement? +

Register the Yahoo Finance MCP Server MCP server in PolicyLayer and add a rule for get_financial_statement: 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 Yahoo Finance MCP Server. Nothing to install.

What risk level is get_financial_statement? +

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

Can I rate-limit get_financial_statement? +

Yes. Add a rate_limit block to the get_financial_statement 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_financial_statement completely? +

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

get_financial_statement is provided by the Yahoo Finance MCP Server MCP server (16coffee/finance-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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