# update_finance_note

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.]

Agent View of the PolicyLayer registry record for `update_finance_note`. HTML page: https://policylayer.com/tools/com-getfreedomos-freedom-mcp/update-finance-note

## Facts

- Tool: `update_finance_note`
- 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: Write (Medium risk)
- Registry record: grade F, identity unverified
- Server auth posture: open
- Server CORS policy: *
- Server rate-limited: no
- Parameters: 4 (3 required)
- Recommended policy verdict: Rate-limited

## Parameters

| 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 | no | Fiscal year (default: current year) |
| `account_name` | string | yes | Account name to annotate (fuzzy matched) |

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": "update_finance_note",
    "arguments": {
      "note": "<note>",
      "companyId": "<companyId>",
      "account_name": "<account_name>"
    }
  }
}
```

## 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 own 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."

## Use case

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.

## Recommended policy (PolicyLayer)

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

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

## 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