# get_xero_report

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

Agent View of the PolicyLayer registry record for `get_xero_report`. HTML page: https://policylayer.com/tools/com-getfreedomos-freedom-mcp/get-xero-report

## Facts

- Tool: `get_xero_report`
- 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 (2 required)
- Recommended policy verdict: Allowed

## Parameters

| Parameter | Type | Required | Description |
| --- | --- | --- | --- |
| `kind` | string | yes | Which report to pull |
| `to_date` | string | no | 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 | no | Period start, YYYY-MM-DD (period reports: ProfitAndLoss, BankSummary) |

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_xero_report",
    "arguments": {
      "kind": "<kind>",
      "companyId": "<companyId>"
    }
  }
}
```

## 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 own 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'."

## Use case

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.

## 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_xero_report": {}
  }
}
```

## 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`

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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