Raw XBRL facts from SEC filings — use only when get_financials cannot answer the question. Scope: escape-hatch for dimensional / industry-specific / as-filed numbers. ~3,000 facts per filing with dimensional breakdowns (segment, geography, product line). Search by human-readable label (not XBRL c...
Part of the MetricDuck — Financial Analysis server.
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AI agents call get_xbrl_facts 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_xbrl_facts 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_xbrl_facts": {}
}
} See the full MetricDuck — Financial Analysis policy for all 22 tools.
These attack patterns abuse exactly the kind of access get_xbrl_facts 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.
Raw XBRL facts from SEC filings — use only when get_financials cannot answer the question. Scope: escape-hatch for dimensional / industry-specific / as-filed numbers. ~3,000 facts per filing with dimensional breakdowns (segment, geography, product line). Search by human-readable label (not XBRL concept names). First try get_financials — it covers the 323+ standard metrics (revenue, margins, EPS, FCF, ROIC, leverage, etc.) across TTM/FY/Q + YOY/CAGR dimensions for all 5,500+ companies. It is faster, cheaper, and more portable across tickers. Use get_xbrl_facts only when: - You need a segment / geographic / product-line breakdown that get_financials aggregates away - You need revenue concentration / share by customer, channel, distributor, geography, or product — the as-filed ConcentrationRiskPercentage facts (e.g. "what % of revenue from channel partners / a distributor / a region"). Deterministic and present even when the filing prose only describes the relationship qualitatively. Search concentration. - You need an industry-specific metric not in the standard catalog (e.g., medical cost ratio for a health insurer, reserve replacement ratio for an oil & gas name) - You need to verify a specific number from filing text against the as-filed XBRL value - You need a historical fiscal year not returned by get_financials (pass fiscal_year) Searching: comma-separated terms OR-match (e.g., revenue,product). Responses capped at ~20K chars.. 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_xbrl_facts: 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_xbrl_facts 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_xbrl_facts 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_xbrl_facts. 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_xbrl_facts 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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