get_financial_summary
Get P&L summary with revenue, expenses, and net income for the company. For single-month queries (e.g., "Feb free cash flow"), specify month parameter.
This record as markdown: /tools/com-getfreedomos-freedom-mcp/get-financial-summary.md
What get_financial_summary does on Freedom Mcp
AI agents call get_financial_summary to retrieve information from Freedom Mcp 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 |
|---|---|---|---|
month | number | — | Specific month (1-12). If provided, returns data for that month only. If omitted, uses period parameter for range. |
period | string | — | Time period for summary when month is not specified (default: ytd) |
companyId | string | Yes | FreedomOS company id to act within (you must be a member). Required for company-scoped tools. |
fiscal_year | number | — | The fiscal year to query (default: current year) |
Parameters from the server's own tool schema.
Why get_financial_summary is rated Low
This tool queries and returns financial reporting data without creating transactions, moving money, or altering records. It is a read-only retrieval operation with no side effects. The low severity reflects that exposure of historical financial summaries poses minimal risk compared to tools that could execute trades, authorize payments, or delete records.
From the tool's definition Tool name 'get_financial_summary' and description indicate retrieval of existing financial data ('Get P&L summary with revenue, expenses, and net income'). No modification, deletion, or financial transaction is performed.
Attacks that exploit this kind of access
The rule that runs get_financial_summary safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Freedom Mcp, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For get_financial_summary, this is the rule to start with:
get_financial_summary 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 Freedom Mcp, apply this rule, and every get_financial_summary call is checked against it from then on.
Questions about get_financial_summary
Get P&L summary with revenue, expenses, and net income for the company. For single-month queries (e.g., "Feb free cash flow"), specify month parameter. It is categorised as a Read tool in the Freedom Mcp MCP Server, which means it retrieves data without modifying state.
get_financial_summary accepts 4 parameters: month, period, companyId, fiscal_year. Required: companyId. The full parameter table on this page comes from the server's own tool schema.
Register the Freedom MCP server in PolicyLayer and add a rule for get_financial_summary: 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 Freedom Mcp. Nothing to install.
get_financial_summary 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 get_financial_summary 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 get_financial_summary. 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.
get_financial_summary is provided by the Freedom MCP server (https://twuluxmoognlwtmaoqgo.supabase.co/functions/v1/freedom-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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