update_finance_note

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

Medium RISK CLASS

Category Write

Parameters 43 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/com-getfreedomos-freedom-mcp/update-finance-note.md

WHAT IT DOES

What update_finance_note does on Freedom Mcp

AI agents use update_finance_note to create or update resources in Freedom Mcp, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Freedom Mcp environment.

Parameter	Type	Required	Description
`note`	string	Yes	Note text to set on the account (empty string to clear)
`companyId`	string	Yes	FreedomOS company id to act within (you must be a member). Required for company-scoped tools.
`fiscal_year`	number	—	Fiscal year (default: current year)
`account_name`	string	Yes	Account name to annotate (fuzzy matched)

Parameters from the server's own tool schema.

RISK

Why update_finance_note is rated Medium

This tool creates or modifies notes attached to financial account rows, which is reversible and non-destructive. While it touches financial data, it does not move money, create financial obligations, or execute code. The approval requirement mitigates but does not eliminate the Write classification.

From the tool's definition Tool description explicitly states 'Add or update a note on a P&L account row' — a reversible modification operation. Annotation of financial records with contextual notes is a typical Write action.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

update_finance_note Rate-limited

update_finance_note stays usable, but capped: an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "update_finance_note": {
      "limits": [
        {
          "counter": "update_finance_note_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL → Instant setup, no code required.

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

FAQ

Questions about update_finance_note

What does the update_finance_note tool do? +

Add or update a note on a P&L account row. Use this to annotate accounts with context like "Includes annual contract renewal" or "One-time consulting fee in June". [write-tier — first use may require a manager's approval; a from-now-on approval makes future calls seamless, a just-once approval re-asks next time.]. It is categorised as a Write tool in the Freedom Mcp MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

What parameters does update_finance_note accept? +

update_finance_note accepts 4 parameters: note, companyId, fiscal_year, account_name. Required: note, companyId, account_name. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on update_finance_note? +

Register the Freedom MCP server in PolicyLayer and add a rule for update_finance_note: 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 update_finance_note? +

update_finance_note is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit update_finance_note? +

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

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

update_finance_note 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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