finance.company-profile
Company 360 by ticker — merges recent SEC filings + curated XBRL fundamentals (revenue, net income, EPS, assets) + recent insider (Form 4) transactions in one call. Equity research, due diligence, monitoring.
This record as markdown: /tools/io-github-2s-io-mcp/finance.company-profile.md
What finance.company-profile does on Mcp
AI agents call finance.company-profile to retrieve information from Mcp without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
Why finance.company-profile is rated Low
This tool retrieves and queries financial data (SEC filings, fundamentals, insider transactions) for analysis purposes. It has no capability to execute trades, modify data, delete records, or commit financial transactions. The 'pay-per-call' billing model of the server is a usage fee, not a financial commitment by the user.
From the tool's definition Tool description states it 'merges recent SEC filings + curated XBRL fundamentals (revenue, net income, EPS, assets) + recent insider (Form 4) transactions in one call.' These are all retrieval and aggregation operations with no modification, deletion, or…
Attacks that exploit this kind of access
The rule that runs finance.company-profile safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Mcp, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For finance.company-profile, this is the rule to start with:
finance.company-profile 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 Mcp, apply this rule, and every finance.company-profile call is checked against it from then on.
Questions about finance.company-profile
Company 360 by ticker — merges recent SEC filings + curated XBRL fundamentals (revenue, net income, EPS, assets) + recent insider (Form 4) transactions in one call. Equity research, due diligence, monitoring. It is categorised as a Read tool in the Mcp MCP Server, which means it retrieves data without modifying state.
Register the MCP server in PolicyLayer and add a rule for finance.company-profile: 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 Mcp. Nothing to install.
finance.company-profile 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 finance.company-profile 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 finance.company-profile. 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.
finance.company-profile is provided by the MCP server (@2sio/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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