update_projection
Update projected values for specific accounts and months in the financial plan. Use this when the user asks to change a projection, forecast, or budget number. Only current and future months can be updated — past months with bank actuals are protected. IMPORTANT: If an account already has non-zer...
This record as markdown: /tools/com-getfreedomos-freedom-mcp/update-projection.md
What update_projection does on Freedom Mcp
AI agents use update_projection 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 |
|---|---|---|---|
mode | string | — | How to apply the value. "set" = replace existing value (default). "add" = add on top of existing value. |
force | boolean | — | When mode="set", skip the overwrite confirmation for non-zero values. Use only when user explicitly wants to replace existing values. |
updates | array | Yes | Array of month+value pairs |
companyId | string | Yes | FreedomOS company id to act within (you must be a member). Required for company-scoped tools. |
fiscal_year | number | — | Fiscal year to update (default: current year) |
account_name | string | Yes | Account name to update (must match closely, e.g., "Software Revenue", "AWS Hosting"). Use get_projections to see exact names first. |
Parameters from the server's own tool schema.
Why update_projection is rated Medium
This tool creates or modifies financial projections and budget numbers—core Write operations. While it affects financial data, it does not move money, execute external systems, or irreversibly delete data. The blast radius is high because incorrect projections can misalign planning and decision-making across an organization, but the action itself is reversible (projections can be updated again).
From the tool's definition Tool description states 'Update projected values for specific accounts and months in the financial plan' and 'change a projection, forecast, or budget number'. These are modification operations.
Attacks that exploit this kind of access
The rule that runs update_projection 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_projection, this is the rule to start with:
update_projection 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.
The button opens the PolicyLayer dashboard: create your workspace, connect Freedom Mcp, apply this rule, and every update_projection call is checked against it from then on.
Questions about update_projection
Update projected values for specific accounts and months in the financial plan. Use this when the user asks to change a projection, forecast, or budget number. Only current and future months can be updated — past months with bank actuals are protected. IMPORTANT: If an account already has non-zero values, you must specify mode="add" to add on top of existing values, or mode="set" with force=true to replace. Without these, the tool will return the current values and ask for clarification. [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.
update_projection accepts 6 parameters: mode, force, updates, companyId, fiscal_year, account_name. Required: updates, companyId, account_name. 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 update_projection: 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.
update_projection is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the update_projection 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 update_projection. 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.
update_projection 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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