get_xero_report

SERVERFreedom Mcp SOURCEhttps://twuluxmoognlwtmaoqgo.supabase.co/functions/v1/freedom-mcp

Low RISK CLASS

Category Read

Parameters 42 required

Recommended Allowedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/com-getfreedomos-freedom-mcp/get-xero-report.md

WHAT IT DOES

What get_xero_report does on Freedom Mcp

AI agents call get_xero_report 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
`kind`	string	Yes	Which report to pull
`to_date`	string	—	Period end / as-at date, YYYY-MM-DD. Defaults to today.
`companyId`	string	Yes	FreedomOS company id to act within (you must be a member). Required for company-scoped tools.
`from_date`	string	—	Period start, YYYY-MM-DD (period reports: ProfitAndLoss, BankSummary)

Parameters from the server's own tool schema.

RISK

Why get_xero_report is rated Low

This is a read-only operation that queries and retrieves financial data without side effects. However, severity is high because financial reports expose sensitive business information (profitability, cash position, liabilities, trial balance) that could be misused for competitive advantage, fraud, or insider trading if an AI agent exfiltrates or leaks this data to unauthorized parties.

From the tool's definition Tool retrieves LIVE financial data from Xero ledger: 'ProfitAndLoss, BalanceSheet, BankSummary, TrialBalance, or ExecutiveSummary'. No modification or deletion described. Described as 'Get a LIVE financial report' and 'Source of truth for current numbers'.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

get_xero_report Allowed

get_xero_report 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": {
    "get_xero_report": {}
  }
}

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

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

FAQ

Questions about get_xero_report

What does the get_xero_report tool do? +

Get a LIVE financial report straight from the company's connected Xero ledger: ProfitAndLoss, BalanceSheet, BankSummary, TrialBalance, or ExecutiveSummary. Source of truth for current numbers — prefer this over get_financial_summary (which reads the periodically-processed snapshot) when the user asks about current/live financial position. Routing: LIVE ledger (Xero): balance sheet / P&L / bank summary straight from the books → use over get_financial_summary for current numbers. It is categorised as a Read tool in the Freedom Mcp MCP Server, which means it retrieves data without modifying state.

What parameters does get_xero_report accept? +

get_xero_report accepts 4 parameters: kind, to_date, companyId, from_date. Required: kind, companyId. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on get_xero_report? +

Register the Freedom MCP server in PolicyLayer and add a rule for get_xero_report: 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.

What risk level is get_xero_report? +

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

Can I rate-limit get_xero_report? +

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

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

get_xero_report 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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