search_documents
Use this to answer free-form questions over deal-room documents when the user asks something like
This record as markdown: /tools/8vdx1-fundos-mcp/search-documents.md
What search_documents does on Fundos
AI agents call search_documents 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 search_documents is rated Low
Despite operating in a high-sensitivity financial context (fund management, deal rooms, LP documents, VDRs), the tool itself performs only read operations—searching and querying existing documents.
From the tool's definition Tool name 'search_documents' and description indicate it 'answer[s] free-form questions over deal-room documents'. This retrieves and queries data from documents with no modification or deletion of underlying data.
Attacks that exploit this kind of access
The rule that runs search_documents 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 search_documents, this is the rule to start with:
search_documents 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 search_documents call is checked against it from then on.
Questions about search_documents
Use this to answer free-form questions over deal-room documents when the user asks something like. 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 search_documents: 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.
search_documents 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 search_documents 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 search_documents. 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.
search_documents 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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