Low Risk

get_balance_sheet

Retrieve the Balance Sheet report for the tenant. Returns assets, liabilities, and equity grouped by account as of a given date.

How to control get_balance_sheet ↓

What get_balance_sheet does on Mcp Ap2

AI agents call get_balance_sheet to retrieve information from Mcp Ap2 without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Low Risk

Why get_balance_sheet needs a policy

This tool retrieves financial reporting data (balance sheet) as a read-only query. While it accesses sensitive financial information, it does not create, modify, delete, or execute any transactions. The risk is primarily information disclosure, not financial movement or irreversible action. Severity is low because reading financial statements is a standard, low-impact operation when properly authorized.

From the tool's definition Tool name 'get_balance_sheet' and description 'Retrieve the Balance Sheet report' indicate a read-only operation. The verb 'Retrieve' and lack of any modification language confirm data querying with no side effects.

Documented attack patterns abuse exactly the kind of access get_balance_sheet gives an agent:

How to control get_balance_sheet

PolicyLayer is an MCP gateway — it sits between your AI agents and Mcp Ap2, and nothing reaches the server without passing your rules. This is the rule we recommend for get_balance_sheet:

policy.json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_balance_sheet": {}
  }
}

get_balance_sheet is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.

  1. Create a free account and register Mcp Ap2 — nothing to install.
  2. Add this policy — paste it, or build it visually.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
CAP THIS TOOL →

Free to start. No card required.

Related tools and policies

Go deeper

Questions about get_balance_sheet

What does the get_balance_sheet tool do? +

Retrieve the Balance Sheet report for the tenant. Returns assets, liabilities, and equity grouped by account as of a given date. It is categorised as a Read tool in the Mcp Ap2 MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_balance_sheet? +

Register the Mcp Ap2 MCP server in PolicyLayer and add a rule for get_balance_sheet: 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 Ap2. Nothing to install.

What risk level is get_balance_sheet? +

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

Can I rate-limit get_balance_sheet? +

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

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

get_balance_sheet is provided by the Mcp Ap2 MCP server (@codespar/mcp-ap2). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

Enforce policy on every Mcp Ap2 tool call.

Start from Mcp Ap2, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

Free to start. No card required.

1300 Mcp Ap2 tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

// GET IN TOUCH

Have a question or want to learn more? Send us a message.

Message sent.

We'll get back to you soon.