get_monthly_trends
Get month-over-month financial trends. Shows which accounts are increasing/decreasing.
This record as markdown: /tools/com-getfreedomos-freedom-mcp/get-monthly-trends.md
What get_monthly_trends does on Freedom Mcp
AI agents call get_monthly_trends 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 |
|---|---|---|---|
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 analyze |
account_type | string | — | Filter by account type |
Parameters from the server's own tool schema.
Why get_monthly_trends is rated Low
This tool retrieves and analyzes historical financial trend data for reporting/analytics purposes. It has no side effects, cannot execute transactions, and does not modify or delete data. The blast radius of misuse is minimal — an AI agent obtaining financial trend visibility creates informational risk but no destructive or financial risk.
From the tool's definition Tool description states 'Get month-over-month financial trends' — a retrieval operation that 'Shows which accounts are increasing/decreasing.' The verb 'Get' and 'Shows' indicate data querying with no modification, deletion, or financial transaction…
Attacks that exploit this kind of access
The rule that runs get_monthly_trends 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_monthly_trends, this is the rule to start with:
get_monthly_trends 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_monthly_trends call is checked against it from then on.
Questions about get_monthly_trends
Get month-over-month financial trends. Shows which accounts are increasing/decreasing. It is categorised as a Read tool in the Freedom Mcp MCP Server, which means it retrieves data without modifying state.
get_monthly_trends accepts 3 parameters: companyId, fiscal_year, account_type. 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_monthly_trends: 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_monthly_trends 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_monthly_trends 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_monthly_trends. 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_monthly_trends 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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