getLatestInstitutionalFilings

SERVERFinancial Modeling Prep SOURCEcfocoder/financial-modeling-prep-mcp-server

Low RISK CLASS

Category Read

Parameters 20 required

Recommended Allowedsee the rule below

Registry record Grade D, identity unverified Pull the record →

This record as markdown: /tools/cfocoder-financial-modeling-prep-mcp-server/getlatestinstitutionalfilings.md

WHAT IT DOES

What getLatestInstitutionalFilings does on Financial Modeling Prep

AI agents call getLatestInstitutionalFilings 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
`page`	number	—	Page number (default: 0)
`limit`	number	—	Limit on number of results (default: 100, max: 100)

Parameters from the server's own tool schema.

RISK

Why getLatestInstitutionalFilings is rated Low

This tool retrieves and queries publicly available SEC filing information for institutional ownership. It has no side effects—it does not modify data, execute code, delete records, or commit financial transactions. It is a straightforward read operation that returns financial data for research and analysis purposes.

From the tool's definition Tool name 'getLatestInstitutionalFilings' and description 'track the latest reports and disclosures' and 'giving you a real-time view of major holdings' indicate pure data retrieval with no modification, deletion, or execution of commands.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

getLatestInstitutionalFilings Allowed

getLatestInstitutionalFilings 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": {
    "getLatestInstitutionalFilings": {}
  }
}

ALLOW ONLY THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Financial Modeling Prep, apply this rule, and every getLatestInstitutionalFilings call is checked against it from then on.

FAQ

Questions about getLatestInstitutionalFilings

What does the getLatestInstitutionalFilings tool do? +

Stay up to date with the most recent SEC filings related to institutional ownership using the Institutional Ownership Filings API. This tool allows you to track the latest reports and disclosures from institutional investors, giving you a real-time view of major holdings and regulatory submissions. It is categorised as a Read tool in the Financial Modeling Prep MCP Server, which means it retrieves data without modifying state.

What parameters does getLatestInstitutionalFilings accept? +

getLatestInstitutionalFilings accepts 2 parameters: page, limit. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on getLatestInstitutionalFilings? +

Register the Financial Modeling Prep MCP server in PolicyLayer and add a rule for getLatestInstitutionalFilings: 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.

What risk level is getLatestInstitutionalFilings? +

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

Can I rate-limit getLatestInstitutionalFilings? +

Yes. Add a rate_limit block to the getLatestInstitutionalFilings 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 getLatestInstitutionalFilings completely? +

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

getLatestInstitutionalFilings 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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