stock_financials

Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro.

SERVERFolioFact SOURCEhttps://foliofact.com/mcp

Low RISK CLASS

Category Read

Parameters 11 required

Recommended Allowedsee the rule below

Registry record Grade C, identity unverified Pull the record →

This record as markdown: /tools/com-foliofact-foliofact/stock-financials.md

WHAT IT DOES

What stock_financials does on FolioFact

AI agents call stock_financials 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
`ticker`	string	Yes	Stock ticker (dots allowed).

Parameters from the server's own tool schema.

RISK

Why stock_financials is rated Low

Even though stock_financials 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

RECOMMENDED RULE

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

stock_financials Allowed

stock_financials 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": {
    "stock_financials": {}
  }
}

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

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

FAQ

Questions about stock_financials

What does the stock_financials tool do? +

Financial statements (yearly and quarterly) and the valuation summary (enterprise value, FCF/EV and OCF/EV yields). Requires FolioFact Pro. It is categorised as a Read tool in the FolioFact MCP Server, which means it retrieves data without modifying state.

What parameters does stock_financials accept? +

stock_financials accepts 1 parameter: ticker. Required: ticker. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on stock_financials? +

Register the FolioFact MCP server in PolicyLayer and add a rule for stock_financials: 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.

What risk level is stock_financials? +

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

Can I rate-limit stock_financials? +

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

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

stock_financials 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.

KEEP EXPLORING

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