get_financial_statement

What get_financial_statement does on Cowork Bench

AI agents call get_financial_statement to retrieve information from Cowork Bench without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why get_financial_statement is rated Low

This tool retrieves/queries financial data based on a ticker symbol parameter. It performs a read-only operation to fetch existing financial statements. While the data retrieved may be sensitive or valuable, the tool itself has no capability to modify, delete, execute code, or commit financial transactions. The blast radius of misuse is limited to information disclosure, not financial harm or data destruction.

From the tool's definition Tool name is 'get_financial_statement' and description states 'Get financial statement for a given ticker symbol' — clearly a retrieval operation with no modification or side effects.

The rule that runs get_financial_statement safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Cowork Bench, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For get_financial_statement, this is the rule to start with:

{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_financial_statement": {}
  }
}

Questions about get_financial_statement