trial-balance

fetches trial balance with fields ledger_name, group_name, opening_balance, net_debit, net_credit, closing_balance. kindly fetch data from chart-of-accounts tool to pull group hierarchy before calling this tool. returns output cached in DuckDB in-memory table (specified in tableID property). Use ...

Server Tally Prime MCP Server jina-code-systems/tally-mcp-server
Category Read
Risk class Low
Parameters 00 required

What trial-balance does on Tally Prime MCP Server

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

Why trial-balance needs a policy

The tool fetches read-only accounting data (trial balance with ledger/group/balance fields) and caches it in an in-memory table for querying. No data is created, modified, or deleted. The DuckDB caching is ephemeral and non-destructive. Severity is low as it only reads financial summaries, though the data is sensitive financial information.

From the tool's definition 'fetches trial balance' and 'returns output cached in DuckDB in-memory table' — retrieves financial report data with no side effects

Questions about trial-balance

What does the trial-balance tool do? +

fetches trial balance with fields ledger_name, group_name, opening_balance, net_debit, net_credit, closing_balance. kindly fetch data from chart-of-accounts tool to pull group hierarchy before calling this tool. returns output cached in DuckDB in-memory table (specified in tableID property). Use query-database tool to run SQL queries against that table for further analysis. It is categorised as a Read tool in the Tally Prime MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on trial-balance? +

Register the Tally Prime MCP Server MCP server in PolicyLayer and add a rule for 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 Tally Prime MCP Server. Nothing to install.

What risk level is trial-balance? +

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

Can I rate-limit trial-balance? +

Yes. Add a rate_limit block to the 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 trial-balance completely? +

Set action: deny in the PolicyLayer policy for 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 trial-balance? +

trial-balance is provided by the Tally Prime MCP Server MCP server (jina-code-systems/tally-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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