fundos_compute_pnl
Use this to compute P&L and NAV over a date range for the books or an LP statement. Pass fund_account_id
This record as markdown: /tools/8vdx1-fundos-mcp/fundos-compute-pnl.md
What fundos_compute_pnl does on Fundos
AI agents call fundos_compute_pnl to retrieve information from Fundos without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
Why fundos_compute_pnl is rated Low
This tool retrieves and calculates financial data (P&L and NAV) for reporting purposes. While it accesses sensitive financial information that could be misused for fraud or market manipulation if exposed to unauthorized parties, the tool itself performs read-only operations.
From the tool's definition Tool computes P&L and NAV 'over a date range for the books or an LP statement' using fund_account_id. The verb 'compute' indicates calculation/retrieval of financial metrics without modification.
Attacks that exploit this kind of access
The rule that runs fundos_compute_pnl safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Fundos, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For fundos_compute_pnl, this is the rule to start with:
fundos_compute_pnl is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Fundos, apply this rule, and every fundos_compute_pnl call is checked against it from then on.
Questions about fundos_compute_pnl
Use this to compute P&L and NAV over a date range for the books or an LP statement. Pass fund_account_id. It is categorised as a Read tool in the Fundos MCP Server, which means it retrieves data without modifying state.
Register the Fundos MCP server in PolicyLayer and add a rule for fundos_compute_pnl: 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 Fundos. Nothing to install.
fundos_compute_pnl is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the fundos_compute_pnl 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.
Set action: deny in the PolicyLayer policy for fundos_compute_pnl. 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.
fundos_compute_pnl is provided by the Fundos MCP server (8vdx1/fundos-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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