siigo_get_trial_balance

Generate trial balance report (Excel). Uses POST as per Siigo API spec.

Server Siigo MCP Server jdlar1/siigo-mcp
Category Read
Risk class Low
Parameters 00 required

What siigo_get_trial_balance does on Siigo MCP Server

AI agents call siigo_get_trial_balance to retrieve information from Siigo MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why siigo_get_trial_balance needs a policy

Trial balance reports are read-only financial statements that summarize account balances at a point in time. The tool retrieves existing data and generates a report (Excel output) without creating, modifying, deleting, or executing arbitrary operations. POST is a transport detail; the semantic action is retrieval and reporting, not mutation or execution.

From the tool's definition Tool name 'siigo_get_trial_balance' and description 'Generate trial balance report' indicate a retrieval/reporting function that queries accounting data without modifying it.

Questions about siigo_get_trial_balance

What does the siigo_get_trial_balance tool do? +

Generate trial balance report (Excel). Uses POST as per Siigo API spec. It is categorised as a Read tool in the Siigo MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on siigo_get_trial_balance? +

Register the Siigo MCP Server MCP server in PolicyLayer and add a rule for siigo_get_trial_balance: 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 Siigo MCP Server. Nothing to install.

What risk level is siigo_get_trial_balance? +

siigo_get_trial_balance is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit siigo_get_trial_balance? +

Yes. Add a rate_limit block to the siigo_get_trial_balance 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.

How do I block siigo_get_trial_balance completely? +

Set action: deny in the PolicyLayer policy for siigo_get_trial_balance. 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.

What MCP server provides siigo_get_trial_balance? +

siigo_get_trial_balance is provided by the Siigo MCP Server MCP server (jdlar1/siigo-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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