Persist a correction of a citation value. The correction is keyed on the canonical fact_id (a stable hash of CIK + accession + concept + period) so it applies to every report that references that same fact — including agent-regenerated reports. Re-saving the same fact_id replaces the prior correc...
Risk signalsBulk/mass operation — affects multiple targets
Part of the Valuein — SEC EDGAR Fundamentals & Smart-Money Data server.
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AI agents use save_citation_override to create or modify resources in Valuein — SEC EDGAR Fundamentals & Smart-Money Data. Write operations carry medium risk because an autonomous agent could trigger bulk unintended modifications. Rate limits prevent a single agent session from making hundreds of changes in rapid succession. Argument validation ensures the agent passes expected values.
Without a policy, an AI agent could call save_citation_override repeatedly, creating or modifying resources faster than any human could review. PolicyLayer's rate limiting ensures write operations happen at a controlled pace, and argument validation catches malformed or unexpected inputs before they reach Valuein — SEC EDGAR Fundamentals & Smart-Money Data.
Write tools can modify data. A rate limit prevents runaway bulk operations from AI agents.
{
"version": "1",
"default": "deny",
"tools": {
"save_citation_override": {
"limits": [
{
"counter": "save_citation_override_rate",
"window": "minute",
"max": 30,
"scope": "grant"
}
]
}
}
} See the full Valuein — SEC EDGAR Fundamentals & Smart-Money Data policy for all 68 tools.
These attack patterns abuse exactly the kind of access save_citation_override gives an agent. Each links to the full case and the policy that stops it:
Other write tools across the catalogue. The same approach applies to each: rate-limit and validate the arguments.
Persist a correction of a citation value. The correction is keyed on the canonical fact_id (a stable hash of CIK + accession + concept + period) so it applies to every report that references that same fact — including agent-regenerated reports. Re-saving the same fact_id replaces the prior correction in place (no duplicate row). The fact_id is VERIFIED against live SEC data (scoped to ticker) before the correction is stored — a fact_id that doesn't resolve to a real fact is rejected with FACT_NOT_FOUND and nothing is persisted. You therefore must supply the ticker the fact belongs to. Use this when the user notices an inaccuracy in an AI-generated report and wants the fix to persist. Provide notes for the rationale (≤500 chars) and source_report_id for provenance. Tier caps: sp500=500, pro=5000, full=50000.. It is categorised as a Write tool in the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
Register the Valuein — SEC EDGAR Fundamentals & Smart-Money Data MCP server in PolicyLayer and add a rule for save_citation_override: 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.
save_citation_override is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the save_citation_override 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 save_citation_override. 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.
save_citation_override 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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