finance.thirteen-f

Parsed institutional holdings (Form 13F-HR) for an investment manager by CIK. Returns each holding

SERVERMcp SOURCE@2sio/mcp

Low RISK CLASS

Category Read

Parameters 00 required

Recommended Allowedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/io-github-2s-io-mcp/finance.thirteen-f.md

WHAT IT DOES

What finance.thirteen-f does on Mcp

AI agents call finance.thirteen-f 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.

RISK

Why finance.thirteen-f is rated Low

This tool queries and retrieves institutional holding information from SEC filings. Form 13F-HR is public disclosure data. The tool performs a read-only lookup by CIK identifier and returns structured data. There are no side effects, data modifications, financial transactions, code execution, or destructive operations.

From the tool's definition Tool description states 'Parsed institutional holdings (Form 13F-HR)' and 'Returns each holding' — purely retrieves and queries publicly available SEC Form 13F data with no modification, deletion, or execution of commands.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs finance.thirteen-f 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.thirteen-f, this is the rule to start with:

finance.thirteen-f Allowed

finance.thirteen-f 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": {
    "finance.thirteen-f": {}
  }
}

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

The button opens the PolicyLayer dashboard: create your workspace, connect Mcp, apply this rule, and every finance.thirteen-f call is checked against it from then on.

FAQ

Questions about finance.thirteen-f

What does the finance.thirteen-f tool do? +

Parsed institutional holdings (Form 13F-HR) for an investment manager by CIK. Returns each holding. It is categorised as a Read tool in the Mcp MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on finance.thirteen-f? +

Register the MCP server in PolicyLayer and add a rule for finance.thirteen-f: 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.

What risk level is finance.thirteen-f? +

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

Can I rate-limit finance.thirteen-f? +

Yes. Add a rate_limit block to the finance.thirteen-f 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 finance.thirteen-f completely? +

Set action: deny in the PolicyLayer policy for finance.thirteen-f. 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 finance.thirteen-f? +

finance.thirteen-f 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.

KEEP EXPLORING

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