get_balance_sheet

Standardized balance sheet (assets, liabilities, equity) for a US

Server Secfinapi michalperni11-gif/secfinapi-mcp
Category Read
Risk class Low
Parameters 00 required

What get_balance_sheet does on Secfinapi

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

Why get_balance_sheet needs a policy

This tool retrieves financial data from public SEC records. It performs a read-only query with no side effects, no code execution, and no data modification. The blast radius of misuse is minimal—an AI agent could only access already-public financial information. Classified as Read with low severity.

From the tool's definition Tool name 'get_balance_sheet' and description 'Standardized balance sheet (assets, liabilities, equity)' indicate a retrieval operation.

Questions about get_balance_sheet

What does the get_balance_sheet tool do? +

Standardized balance sheet (assets, liabilities, equity) for a US. It is categorised as a Read tool in the Secfinapi MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_balance_sheet? +

Register the Secfinapi MCP server in PolicyLayer and add a rule for get_balance_sheet: 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 Secfinapi. Nothing to install.

What risk level is get_balance_sheet? +

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

Can I rate-limit get_balance_sheet? +

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

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

get_balance_sheet is provided by the Secfinapi MCP server (michalperni11-gif/secfinapi-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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