Get comprehensive valuation and profitability metrics for a US public company. Returns per-period data combining computed ratios (gross_margin, operating_margin, net_margin, ROE, ROA, ROIC, debt_to_equity, FCF, FCF margin) with optional pre-computed DCF model inputs (WACC, fcf_base_per_share, sta...
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AI agents call get_valuation_metrics 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_valuation_metrics 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_valuation_metrics": {}
}
}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_valuation_metrics 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 comprehensive valuation and profitability metrics for a US public company. Returns per-period data combining computed ratios (gross_margin, operating_margin, net_margin, ROE, ROA, ROIC, debt_to_equity, FCF, FCF margin) with optional pre-computed DCF model inputs (WACC, fcf_base_per_share, stage1_growth_rate, terminal_growth_rate, dcf_value_per_share, ddm_value_per_share). Profitability + cash flow + leverage fields are sourced from fact.parquet (PIT-safe via accepted_at). DCF/DDM fields are sourced from valuation.parquet (pipeline-computed; recomputed each pipeline run, so NOT strictly PIT-safe). DCF/DDM fields are commonly null — for newer tickers, transition periods, or before the valuation pipeline has run. Each null carries a null_reasons[field] entry with one of: VALUATION_NOT_COMPUTED, INPUT_MISSING, INPUT_NEGATIVE, PIPELINE_PENDING. ALWAYS check null_reasons before assuming a field is zero — null != 0. For agents needing strict PIT DCF reasoning, use the SDK or compute DCF inputs from get_company_fundamentals directly. Use this *instead of* get_financial_ratios when DCF/intrinsic value matters; use get_financial_ratios when you only need the ratio table without DCF wiring. Available on all plans.. 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_valuation_metrics: 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_valuation_metrics 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_valuation_metrics 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_valuation_metrics. 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_valuation_metrics 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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