get_balance_sheet

Get balance sheet for a given stock symbol.

SERVERYahoo Finance MCP Server SOURCEa05031113/yahoo-fianace-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/a05031113-yahoo-fianace-mcp/get-balance-sheet.md

WHAT IT DOES

What get_balance_sheet does on Yahoo Finance MCP Server

AI agents call get_balance_sheet 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_balance_sheet is rated Low

This tool retrieves and queries publicly available financial statement data. It has no side effects, does not modify data, execute code, delete information, or involve financial transactions. It is a standard Read operation that poses minimal risk if misused by an AI agent.

From the tool's definition Tool is named 'get_balance_sheet' and retrieves balance sheet financial data for a given stock symbol. The server description states it 'enables querying Yahoo Finance data' with no write, execute, or destructive capabilities.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs get_balance_sheet 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_balance_sheet, this is the rule to start with:

get_balance_sheet Allowed

get_balance_sheet 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_balance_sheet": {}
  }
}

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_balance_sheet call is checked against it from then on.

FAQ

Questions about get_balance_sheet

What does the get_balance_sheet tool do? +

Get balance sheet for a given stock 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_balance_sheet? +

Register the Yahoo Finance MCP Server MCP server in PolicyLayer and add a rule for get_balance_sheet: 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_balance_sheet? +

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

Can I rate-limit get_balance_sheet? +

Yes. Add a rate_limit block to the get_balance_sheet 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_balance_sheet completely? +

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

get_balance_sheet is provided by the Yahoo Finance MCP Server MCP server (a05031113/yahoo-fianace-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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