Semantic search over SEC 10-K / 10-Q narrative sections — Risk Factors, MD&A, Business, Legal Proceedings, Controls & Procedures, Footnotes. Phrase the query as a statement rather than a question for best recall (e.g. "companies with rising supply chain concentration risk" not "what companies hav...
Risk signalsAccepts freeform code/query input (query)
Part of the Valuein — SEC EDGAR Fundamentals & Smart-Money Data server.
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AI agents call search_filing_text 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 search_filing_text 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": {
"search_filing_text": {}
}
}See the full Valuein — SEC EDGAR Fundamentals & Smart-Money Data policy for all 68 tools.
These attack patterns abuse exactly the kind of access search_filing_text 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.
Semantic search over SEC 10-K / 10-Q narrative sections — Risk Factors, MD&A, Business, Legal Proceedings, Controls & Procedures, Footnotes. Phrase the query as a statement rather than a question for best recall (e.g. "companies with rising supply chain concentration risk" not "what companies have supply chain risk?"). Returns narrative passages (text, not numeric facts) ranked by semantic similarity, each with the source filing accession id + URL for citation; score is a [0,1] similarity, not a financial figure. For dollar/ratio figures use get_company_fundamentals / get_financial_ratios. Cached at the per-plan tier for 10 min.. 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 search_filing_text: 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.
search_filing_text 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 search_filing_text 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 search_filing_text. 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.
search_filing_text 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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