search
Bounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A blank or missing query returns empty buckets, mirroring GET /api/v1/search.
This record as markdown: /tools/com-foliofact-foliofact/search.md
What search does on FolioFact
AI agents call search to retrieve information from FolioFact 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 |
|---|---|---|---|
query | string | — | Search query (fund names, tickers, insider names). |
Parameters from the server's own tool schema.
Why search is rated Low
Even though search only reads data, uncontrolled read access leaks sensitive information and racks up API costs: an agent caught in a retry loop can make thousands of calls a minute without anyone noticing.
Attacks that exploit this kind of access
The rule that runs search safely
PolicyLayer is an MCP gateway: it sits between your AI agents and FolioFact, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For search, this is the rule to start with:
search 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 FolioFact, apply this rule, and every search call is checked against it from then on.
Questions about search
Bounded cross-domain search: funds by name, stocks by ticker/name, and insider transactions by owner. The same scopes the web search uses. A blank or missing query returns empty buckets, mirroring GET /api/v1/search. It is categorised as a Read tool in the FolioFact MCP Server, which means it retrieves data without modifying state.
search accepts 1 parameter: query. The full parameter table on this page comes from the server's own tool schema.
Register the FolioFact MCP server in PolicyLayer and add a rule for search: 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 FolioFact. Nothing to install.
search 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 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. 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 is provided by the FolioFact MCP server (https://foliofact.com/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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