excel_create_financial_ratios

Create a financial ratios analysis worksheet with GAAP-compliant ratio calculations

Server Excel Finance MCP jeremycharlesgillespie/excel-mcp
Category Write
Risk class Medium
Parameters 00 required

What excel_create_financial_ratios does on Excel Finance MCP

AI agents use excel_create_financial_ratios to create or update resources in Excel Finance MCP — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Excel Finance MCP environment.

Why excel_create_financial_ratios needs a policy

The tool creates or generates a new worksheet with financial ratio calculations. This is a Write operation because it produces new data artifacts in Excel that can be modified or removed later. Severity is medium because incorrect financial ratios could mislead stakeholders or decision-making, but the action itself is reversible and doesn't move money or permanently destroy data.

From the tool's definition Tool name contains 'create' and description states 'Create a financial ratios analysis worksheet' — this creates new spreadsheet content that is reversible (can be edited or deleted).

Questions about excel_create_financial_ratios

What does the excel_create_financial_ratios tool do? +

Create a financial ratios analysis worksheet with GAAP-compliant ratio calculations. It is categorised as a Write tool in the Excel Finance MCP MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on excel_create_financial_ratios? +

Register the Excel Finance MCP server in PolicyLayer and add a rule for excel_create_financial_ratios: 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 Excel Finance MCP. Nothing to install.

What risk level is excel_create_financial_ratios? +

excel_create_financial_ratios is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit excel_create_financial_ratios? +

Yes. Add a rate_limit block to the excel_create_financial_ratios 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 excel_create_financial_ratios completely? +

Set action: deny in the PolicyLayer policy for excel_create_financial_ratios. 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 excel_create_financial_ratios? +

excel_create_financial_ratios is provided by the Excel Finance MCP server (jeremycharlesgillespie/excel-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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