getFundDisclosure
Access comprehensive disclosure data for mutual funds with the FMP Mutual Fund Disclosures API. Analyze recent filings, balance sheets, and financial reports to gain insights into mutual fund portfolios.
This record as markdown: /tools/cfocoder-financial-modeling-prep-mcp-server/getfunddisclosure.md
What getFundDisclosure does on Financial Modeling Prep
AI agents call getFundDisclosure 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 |
|---|---|---|---|
cik | string | — | Optional CIK number |
year | number | — | Year |
symbol | string | — | Fund symbol |
quarter | number | — | Quarter |
Parameters from the server's own tool schema.
Why getFundDisclosure is rated Low
This tool retrieves and queries publicly available mutual fund disclosure data and financial information. It performs no write, delete, execute, or financial transaction operations. The data access is read-only and informational, used for analysis and research purposes only. There is no capability to modify fund data, execute trades, move money, or trigger side effects beyond returning requested information.
From the tool's definition The tool name and description indicate it 'Access[es] comprehensive disclosure data' and 'Analyze[s] recent filings, balance sheets, and financial reports' - all read-only retrieval operations with no mention of modification, deletion, or execution…
Attacks that exploit this kind of access
The rule that runs getFundDisclosure 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 getFundDisclosure, this is the rule to start with:
getFundDisclosure 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 getFundDisclosure call is checked against it from then on.
Questions about getFundDisclosure
Access comprehensive disclosure data for mutual funds with the FMP Mutual Fund Disclosures API. Analyze recent filings, balance sheets, and financial reports to gain insights into mutual fund portfolios. It is categorised as a Read tool in the Financial Modeling Prep MCP Server, which means it retrieves data without modifying state.
getFundDisclosure accepts 4 parameters: cik, year, symbol, quarter. 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 getFundDisclosure: 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.
getFundDisclosure 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 getFundDisclosure 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 getFundDisclosure. 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.
getFundDisclosure 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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