getFilingExtractAnalyticsByHolder

SERVERFinancial Modeling Prep (FMP) Server SOURCEimbenrabi/financial-modeling-prep-mcp-server

Low RISK CLASS

Category Read

Parameters 50 required

Recommended Allowedsee the rule below

Registry record Grade D, identity unverified Pull the record →

This record as markdown: /tools/imbenrabi-financial-modeling-prep-mcp-server/getfilingextractanalyticsbyholder.md

WHAT IT DOES

What getFilingExtractAnalyticsByHolder does on Financial Modeling Prep (FMP) Server

AI agents call getFilingExtractAnalyticsByHolder 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
`page`	number	—	Page number (default: 0)
`year`	string \| number	—	Year of filing
`limit`	number	—	Limit on number of results (default: 10, max: 100)
`symbol`	string	—	Stock symbol
`quarter`	string \| number	—	Quarter of filing (1-4)

Parameters from the server's own tool schema.

RISK

Why getFilingExtractAnalyticsByHolder is rated Low

This tool retrieves and analyzes publicly available institutional filing data. It performs queries and analytical breakdowns on existing SEC filings without modifying data, executing trades, or committing financial obligations. The tool enables passive intelligence gathering about institutional investor positions and behavior, which is a Read category function despite the financial domain context.

From the tool's definition Tool description states it 'provides an analytical breakdown' and helps 'understand their investment behavior and track significant changes in stock ownership' - core read operations querying financial filing data.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs getFilingExtractAnalyticsByHolder 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 getFilingExtractAnalyticsByHolder, this is the rule to start with:

getFilingExtractAnalyticsByHolder Allowed

getFilingExtractAnalyticsByHolder is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

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

ALLOW ONLY THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Financial Modeling Prep (FMP) Server , apply this rule, and every getFilingExtractAnalyticsByHolder call is checked against it from then on.

FAQ

Questions about getFilingExtractAnalyticsByHolder

What does the getFilingExtractAnalyticsByHolder tool do? +

The Filings Extract With Analytics By Holder API provides an analytical breakdown of institutional filings. This API offers insight into stock movements, strategies, and portfolio changes by major institutional holders, helping you understand their investment behavior and track significant changes in stock ownership. It is categorised as a Read tool in the Financial Modeling Prep (FMP) Server MCP Server, which means it retrieves data without modifying state.

What parameters does getFilingExtractAnalyticsByHolder accept? +

getFilingExtractAnalyticsByHolder accepts 5 parameters: page, year, limit, symbol, quarter. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on getFilingExtractAnalyticsByHolder? +

Register the Financial Modeling Prep (FMP) Server MCP server in PolicyLayer and add a rule for getFilingExtractAnalyticsByHolder: 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.

What risk level is getFilingExtractAnalyticsByHolder? +

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

Can I rate-limit getFilingExtractAnalyticsByHolder? +

Yes. Add a rate_limit block to the getFilingExtractAnalyticsByHolder 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 getFilingExtractAnalyticsByHolder completely? +

Set action: deny in the PolicyLayer policy for getFilingExtractAnalyticsByHolder. 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 getFilingExtractAnalyticsByHolder? +

getFilingExtractAnalyticsByHolder 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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