# 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.

Agent View of the PolicyLayer registry record for `get_financial_summary`. HTML page: https://policylayer.com/tools/com-getfreedomos-freedom-mcp/get-financial-summary

## Facts

- Tool: `get_financial_summary`
- Server: Freedom Mcp (`https://twuluxmoognlwtmaoqgo.supabase.co/functions/v1/freedom-mcp`) — https://policylayer.com/tools/com-getfreedomos-freedom-mcp.md
- Homepage: https://github.com/https://twuluxmoognlwtmaoqgo.supabase.co/functions/v1/freedom-mcp
- Risk category: Read (Low risk)
- Registry record: grade F, identity unverified
- Server auth posture: open
- Server CORS policy: *
- Server rate-limited: no
- Parameters: 4 (1 required)
- Recommended policy verdict: Allowed

## Parameters

| Parameter | Type | Required | Description |
| --- | --- | --- | --- |
| `month` | number | no | Specific month (1-12). If provided, returns data for that month only. If omitted, uses period parameter for range. |
| `period` | string | no | 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 | no | The fiscal year to query (default: current year) |

Parameters from the server's own tool schema.

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "get_financial_summary",
    "arguments": {
      "companyId": "<companyId>"
    }
  }
}
```

## 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 own 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."

## Use case

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.

## Recommended policy (PolicyLayer)

Verdict: **Allowed**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Freedom Mcp:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_financial_summary": {}
  }
}
```

## Other tools on Freedom Mcp (237)

- `clear_pipeline_learnings` — Destructive — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/clear-pipeline-learnings.md
- `deactivate_agent` — Destructive — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/deactivate-agent.md
- `delete_icp` — Destructive — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/delete-icp.md
- `delete_idea` — Destructive — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/delete-idea.md
- `delete_knowledge` — Destructive — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/delete-knowledge.md
- `delete_objective` — Destructive — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/delete-objective.md
- `remove_agent_activity` — Destructive — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/remove-agent-activity.md
- `remove_background` — Destructive — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/remove-background.md
- `remove_dashboard_widget` — Destructive — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/remove-dashboard-widget.md
- `audit_brand_visibility` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/audit-brand-visibility.md
- `browse_url` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/browse-url.md
- `challenge_as_customer` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/challenge-as-customer.md
- `decide_command_center_item` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/decide-command-center-item.md
- `deliberate` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/deliberate.md
- `generate_image_xai` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/generate-image-xai.md
- `generate_vector_image` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/generate-vector-image.md
- `generate_video_veo` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/generate-video-veo.md
- `hire_agent` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/hire-agent.md
- `hire_agent_with_context` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/hire-agent-with-context.md
- `invoke_integration` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/invoke-integration.md
- `posthog_hogql` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/posthog-hogql.md
- `request_attention_spawn` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/request-attention-spawn.md
- `resolve_work` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/resolve-work.md
- `run_quality_check` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/run-quality-check.md
- `run_tactic` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/run-tactic.md
- `send_email` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/send-email.md
- `toggle_agent_schedule` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/toggle-agent-schedule.md
- `trigger_agent_activity` — Execute — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/trigger-agent-activity.md
- `set_meta_ad_status` — Financial — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/set-meta-ad-status.md
- `update_meta_ad_budget` — Financial — https://policylayer.com/tools/com-getfreedomos-freedom-mcp/update-meta-ad-budget.md
- …and 207 more: https://policylayer.com/tools/com-getfreedomos-freedom-mcp.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=com-getfreedomos-freedom-mcp · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/com-getfreedomos-freedom-mcp