getBalanceSheetStatement
Access detailed balance sheet statements for publicly traded companies with the Balance Sheet Data API. Analyze assets, liabilities, and shareholder equity to gain insights into a company's financial health.
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What getBalanceSheetStatement does on Financial Modeling Prep (FMP) Server
AI agents call getBalanceSheetStatement to retrieve information from Financial Modeling Prep (FMP) Server without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
limit | number | — | Limit on number of results (default: 100, max: 1000) |
period | string | — | Period (Q1, Q2, Q3, Q4, or FY) |
symbol | string | — | Stock symbol |
Parameters from the server's own tool schema.
Why getBalanceSheetStatement is rated Low
This tool queries and retrieves historical balance sheet data from publicly available financial statements of traded companies. It performs no write, execute, destructive, or financial transaction operations—it only reads and presents financial information for analysis. While the data is financial in nature, the tool itself does not move money, execute trades, or modify any data.
From the tool's definition Tool name 'getBalanceSheetStatement' and description 'Access detailed balance sheet statements' indicate data retrieval.
Attacks that exploit this kind of access
The rule that runs getBalanceSheetStatement safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Financial Modeling Prep (FMP) Server , and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For getBalanceSheetStatement, this is the rule to start with:
getBalanceSheetStatement is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Financial Modeling Prep (FMP) Server , apply this rule, and every getBalanceSheetStatement call is checked against it from then on.
Questions about getBalanceSheetStatement
Access detailed balance sheet statements for publicly traded companies with the Balance Sheet Data API. Analyze assets, liabilities, and shareholder equity to gain insights into a company's financial health. It is categorised as a Read tool in the Financial Modeling Prep (FMP) Server MCP Server, which means it retrieves data without modifying state.
getBalanceSheetStatement accepts 3 parameters: limit, period, symbol. The full parameter table on this page comes from the server's own tool schema.
Register the Financial Modeling Prep (FMP) Server MCP server in PolicyLayer and add a rule for getBalanceSheetStatement: 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 Financial Modeling Prep (FMP) Server . Nothing to install.
getBalanceSheetStatement 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 getBalanceSheetStatement 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 getBalanceSheetStatement. 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.
getBalanceSheetStatement is provided by the Financial Modeling Prep (FMP) Server MCP server (imbenrabi/financial-modeling-prep-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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