Query SEC EDGAR deal-term extractions by indication, deal type, date range, confidence, and review state. Returns per-deal rows with source quotes and accession URLs for verification; aggregate engine medians use the separate backend aggregate function.
Part of the Phasefolio server.
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AI agents call query_sec_deal_terms to retrieve information from Phasefolio 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 query_sec_deal_terms 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": {
"query_sec_deal_terms": {}
}
}See the full Phasefolio policy for all 11 tools.
These attack patterns abuse exactly the kind of access query_sec_deal_terms 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.
Query SEC EDGAR deal-term extractions by indication, deal type, date range, confidence, and review state. Returns per-deal rows with source quotes and accession URLs for verification; aggregate engine medians use the separate backend aggregate function.. It is categorised as a Read tool in the Phasefolio MCP Server, which means it retrieves data without modifying state.
Register the Phasefolio MCP server in PolicyLayer and add a rule for query_sec_deal_terms: 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 Phasefolio. Nothing to install.
query_sec_deal_terms 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 query_sec_deal_terms 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 query_sec_deal_terms. 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.
query_sec_deal_terms is provided by the Phasefolio MCP server (@phasefolio/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 11 Phasefolio tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
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