Get multi-period financial statements: income statement, balance sheet, and cash flow in one call. Returns quantitative historical data with key metrics and trends. Default: all 3 statements, quarterly, 2 years. For qualitative analysis (risks, accounting quality, management tone), use get_filing...
Part of the MetricDuck — Financial Analysis server.
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AI agents call get_financials to retrieve information from MetricDuck — Financial Analysis without modifying any data. This is common in research, monitoring, and reporting workflows where the agent needs context before taking action. Because read operations don't change state, they are generally safe to allow without restrictions -- but you may still want rate limits to control API costs.
Even though get_financials only reads data, uncontrolled read access can leak sensitive information or rack up API costs. An agent caught in a retry loop could make thousands of calls per minute. A rate limit gives you a safety net without blocking legitimate use.
Read-only tools are safe to allow by default. No rate limit needed unless you want to control costs.
{
"version": "1",
"default": "deny",
"tools": {
"get_financials": {}
}
}See the full MetricDuck — Financial Analysis policy for all 22 tools.
These attack patterns abuse exactly the kind of access get_financials gives an agent. Each links to the full case and the policy that stops it:
Other read tools across the catalogue. The same approach applies to each: allow, with a rate cap to control cost.
Get multi-period financial statements: income statement, balance sheet, and cash flow in one call. Returns quantitative historical data with key metrics and trends. Default: all 3 statements, quarterly, 2 years. For qualitative analysis (risks, accounting quality, management tone), use get_filing_index (signal map) then get_filing_section to read the text. Use Cases: - "Show me AAPL's financials" -> all statements - "MSFT revenue trend 5 years" -> period="annual", years=5 - "Is Tesla's debt increasing?" -> statements=["balance"] - "As of a past date / point-in-time" -> get_financials("MSFT", vantage_date="2024-04-30") (values as known from filings published on/before that date) Responses capped at ~20K chars. If truncated, request fewer statements or reduce years.. It is categorised as a Read tool in the MetricDuck — Financial Analysis MCP Server, which means it retrieves data without modifying state.
Register the MetricDuck — Financial Analysis MCP server in PolicyLayer and add a rule for get_financials: 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 MetricDuck — Financial Analysis. Nothing to install.
get_financials is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the get_financials 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 get_financials. 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.
get_financials is provided by the MetricDuck — Financial Analysis MCP server (https://mcp.metricduck.com/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 22 MetricDuck — Financial Analysis tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
Free to start. No card required.
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