Persist a directional investment thesis (bull / bear / neutral) on a ticker. The thesis becomes part of the caller's private research diary; pair with list_theses + score_thesis_outcome to track conviction-vs-outcome over time. Pass idempotency_key for at-most-once semantics from a retrying agent...
Part of the Valuein — SEC EDGAR Fundamentals & Smart-Money Data server.
Free to start. No card required.
AI agents use save_thesis 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_thesis 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_thesis": {
"limits": [
{
"counter": "save_thesis_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_thesis 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 directional investment thesis (bull / bear / neutral) on a ticker. The thesis becomes part of the caller's private research diary; pair with list_theses + score_thesis_outcome to track conviction-vs-outcome over time. Pass idempotency_key for at-most-once semantics from a retrying agent. Use this AFTER the agent has finished its analysis, not before — the thesis records the conclusion, not the question. Pair with source_report_id to link the thesis back to a published report so the buyer's thesis-tracking carries provenance. Tier: all paid + free tiers (sample tier rejected — sample is guest access with no customerId binding). Per-tier cap on # of stored theses: sp500=100, pro=500, full=10,000.. 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_thesis: 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_thesis 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_thesis 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_thesis. 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_thesis 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.
Free to start. No card required.
4,600+ MCP servers and 31,000+ tools scanned and risk-classified.