getFinancialReportXLSX
Download detailed 10-K reports in XLSX format with the Financial Reports Form 10-K XLSX API. Effortlessly access and analyze annual financial data for companies in a spreadsheet-friendly format.
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What getFinancialReportXLSX does on Financial Modeling Prep
AI agents call getFinancialReportXLSX to retrieve information from Financial Modeling Prep without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
year | number | — | Year of the report |
period | string | — | Period (Q1, Q2, Q3, Q4, or FY) |
symbol | string | — | Stock symbol |
Parameters from the server's own tool schema.
Why getFinancialReportXLSX is rated Low
This tool retrieves and downloads publicly available SEC financial reports (10-K forms) in a spreadsheet format. It is purely a Read operation—no data is created, modified, deleted, or executed. The tool simply provides access to existing financial statements.
From the tool's definition Tool name 'getFinancialReportXLSX' and description 'Download detailed 10-K reports in XLSX format' and 'access and analyze annual financial data' indicate data retrieval with no modification or side effects.
Attacks that exploit this kind of access
The rule that runs getFinancialReportXLSX safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Financial Modeling Prep, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For getFinancialReportXLSX, this is the rule to start with:
getFinancialReportXLSX 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 Financial Modeling Prep, apply this rule, and every getFinancialReportXLSX call is checked against it from then on.
Questions about getFinancialReportXLSX
Download detailed 10-K reports in XLSX format with the Financial Reports Form 10-K XLSX API. Effortlessly access and analyze annual financial data for companies in a spreadsheet-friendly format. It is categorised as a Read tool in the Financial Modeling Prep MCP Server, which means it retrieves data without modifying state.
getFinancialReportXLSX accepts 3 parameters: year, period, symbol. The full parameter table on this page comes from the server's own tool schema.
Register the Financial Modeling Prep MCP server in PolicyLayer and add a rule for getFinancialReportXLSX: 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 Financial Modeling Prep. Nothing to install.
getFinancialReportXLSX 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 getFinancialReportXLSX 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 getFinancialReportXLSX. 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.
getFinancialReportXLSX is provided by the Financial Modeling Prep MCP server (cfocoder/financial-modeling-prep-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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