fin_relatorio

SERVERGenius Fin SOURCEgenius-fin-mcp

Low RISK CLASS

Category Other

Parameters 00 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/genius-fin-mcp/fin-relatorio.md

WHAT IT DOES

What fin_relatorio does on Genius Fin

AI agents call fin_relatorio as a supporting operation in Genius Fin workflows.

RISK

Why fin_relatorio is rated Low

Without any rule in front of it, every call an agent makes to fin_relatorio happens silently: no trail, no cap, no way to know it misbehaved until something breaks downstream.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs fin_relatorio safely

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

fin_relatorio Rate-limited

fin_relatorio gets a rate cap, and everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "fin_relatorio": {
      "limits": [
        {
          "counter": "fin_relatorio_rate",
          "window": "minute",
          "max": 60,
          "scope": "grant"
        }
      ]
    }
  }
}

SET A RULE FOR THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Genius Fin, apply this rule, and every fin_relatorio call is checked against it from then on.

FAQ

Questions about fin_relatorio

What does the fin_relatorio tool do? +

Relatório financeiro multi-mês: receitas, despesas, saldo e categorias por mês. QUANDO USAR: para análise trimestral, semestral ou anual — comparar meses entre si. NÃO USAR QUANDO: quiser apenas um mês (usar fin_resumo_mensal). CAMPOS: - from_month: string YYYY-MM — mês inicial (obrigatório). - to_month: string YYYY-MM — mês final (obrigatório). REGRAS DE NEGÓCIO: - Valores em centavos. - Range máximo: 24 meses. - savings_rate (de cada mês e de totals) é fração, não percentual, a mesma de fin_resumo_mensal: 0.35 é 35%. - A categoria. It is categorised as a Other tool in the Genius Fin MCP Server, which means it performs auxiliary operations.

How do I enforce a policy on fin_relatorio? +

Register the Genius Fin MCP server in PolicyLayer and add a rule for fin_relatorio: 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 Genius Fin. Nothing to install.

What risk level is fin_relatorio? +

fin_relatorio is a Other tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit fin_relatorio? +

Yes. Add a rate_limit block to the fin_relatorio 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.

How do I block fin_relatorio completely? +

Set action: deny in the PolicyLayer policy for fin_relatorio. 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.

What MCP server provides fin_relatorio? +

fin_relatorio is provided by the Genius Fin MCP server (genius-fin-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

KEEP EXPLORING

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