Get IRS 990 filing summary and financial trends for a foundation. This tool retrieves IRS 990 filing data (Form 990 or 990-PF) for a foundation, showing financial information over time. It calculates year-over-year trends for assets, grants, and revenue. Args: ein: Foundation EIN (9 digits). Can ...
Part of the Foundation Discovery server.
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AI agents call get_990_summary to retrieve information from Foundation Discovery without modifying any data. This is common in research, monitoring, and reporting workflows where the agent needs context before taking action. Because read operations don't change state, they are generally safe to allow without restrictions -- but you may still want rate limits to control API costs.
Even though get_990_summary only reads data, uncontrolled read access can leak sensitive information or rack up API costs. An agent caught in a retry loop could make thousands of calls per minute. A rate limit gives you a safety net without blocking legitimate use.
Read-only tools are safe to allow by default. No rate limit needed unless you want to control costs.
{
"version": "1",
"default": "deny",
"tools": {
"get_990_summary": {}
}
}See the full Foundation Discovery policy for all 10 tools.
These attack patterns abuse exactly the kind of access get_990_summary gives an agent. Each links to the full case and the policy that stops it:
Other read tools across the catalogue. The same approach applies to each: allow, with a rate cap to control cost.
Get IRS 990 filing summary and financial trends for a foundation. This tool retrieves IRS 990 filing data (Form 990 or 990-PF) for a foundation, showing financial information over time. It calculates year-over-year trends for assets, grants, and revenue. Args: ein: Foundation EIN (9 digits). Can include hyphens (e.g., "94-3136777") or be provided as digits only (e.g., "943136777"). years: Number of years of filing data to return. Default: 5, Minimum: 1, Maximum: 10 Returns: Dictionary containing: - ein: The normalized 9-digit EIN - foundation_name: Foundation name if found - filings_count: Number of filings returned - filings: List of annual filing data including: - filing_year: Tax year of the filing - total_revenue: Total revenue for the year - total_assets_eoy: Total assets at end of year - total_grants_paid: Total grants paid during year - mission_description: Foundation's stated mission - trends: Year-over-year trend analysis for: - assets: Asset growth/decline analysis - grants: Grantmaking trend analysis - revenue: Revenue trend analysis - summary: Human-readable trend summary - note: Suggestions for related tools Examples: get_990_summary(ein="943136777") get_990_summary(ein="94-3136777", years=3) Related tools: - get_funder_profile: Get foundation profile information - get_foundation_grants: See specific grants made - get_funder_stats: Get aggregate giving statistics. It is categorised as a Read tool in the Foundation Discovery MCP Server, which means it retrieves data without modifying state.
Register the Foundation Discovery MCP server in PolicyLayer and add a rule for get_990_summary: 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 Foundation Discovery. Nothing to install.
get_990_summary 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 get_990_summary 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 get_990_summary. 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.
get_990_summary is provided by the Foundation Discovery MCP server (https://kindora-mcp.azurewebsites.net/mcp/). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 10 Foundation Discovery tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
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