Composite flow score on [-100, +100] aggregating insider transactions, 13F institutional Δ-shares vs the prior quarter, and SC 13D/13G blockholder changes over a lookback window. Each component normalised independently, then combined with configurable weights (default: institutional 0.4, blockhol...
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AI agents call get_smart_money_flow to retrieve information from Valuein — SEC EDGAR Fundamentals & Smart-Money Data 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_smart_money_flow 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_smart_money_flow": {}
}
}See the full Valuein — SEC EDGAR Fundamentals & Smart-Money Data policy for all 68 tools.
These attack patterns abuse exactly the kind of access get_smart_money_flow 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.
Composite flow score on [-100, +100] aggregating insider transactions, 13F institutional Δ-shares vs the prior quarter, and SC 13D/13G blockholder changes over a lookback window. Each component normalised independently, then combined with configurable weights (default: institutional 0.4, blockholder 0.4, insider 0.2). Returns per-component attribution so an agent can see WHY the score is what it is — not just the headline number. NOTE: the institutional component is a QoQ share-change signal computed over the top-5 13F filers on a MATCHED current-vs-prior basis (a filer only counts when its prior-quarter book is observable), NOT the issuer's complete institutional book — treat the score as a directional signal, not an exact flow. coverage.coverage_confidence (0–1) reports how much of that basis had a real prior quarter; when it is 0 the institutional component is forced to 0 so a 13F ingestion gap can never surface as a false max-conviction buy. See the coverage block for holder coverage + staleness. The score is a unitless composite, not a dollar figure. Institutional tier only.. It is categorised as a Read tool in the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP Server, which means it retrieves data without modifying state.
Register the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server in PolicyLayer and add a rule for get_smart_money_flow: 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 Valuein — SEC EDGAR Fundamentals & Smart-Money Data. Nothing to install.
get_smart_money_flow 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_smart_money_flow 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_smart_money_flow. 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_smart_money_flow is provided by the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server (https://mcp.valuein.biz/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 68 Valuein — SEC EDGAR Fundamentals & Smart-Money Data tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
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