Generate a monthly review report. Takes transaction data (from freee API or CSV import), classifies all transactions, detects anomalies, and produces a structured Markdown report with category breakdown, anomaly alerts, and review items. Designed for tax accountants to present to clients.
AI agents call generate_monthly_report to retrieve information from Cockpit without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
The tool reads and analyzes transaction data, classifies it, and produces a report. There is no indication it writes back to any system or modifies data. However, it pulls data from external APIs (freee API) and processes potentially sensitive financial data, giving it a medium severity if misused (e.g., exfiltrating client financial data).
From the tool's definition Generate a monthly review report... classifies all transactions, detects anomalies, and produces a structured Markdown report with category breakdown, anomaly alerts, and review items
Attacks that exploit this kind of access
Generate a monthly review report. Takes transaction data (from freee API or CSV import), classifies all transactions, detects anomalies, and produces a structured Markdown report with category breakdown, anomaly alerts, and review items. Designed for tax accountants to present to clients. It is categorised as a Read tool in the Cockpit MCP Server, which means it retrieves data without modifying state.
Register the Cockpit MCP server in PolicyLayer and add a rule for generate_monthly_report: 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 Cockpit. Nothing to install.
generate_monthly_report 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 generate_monthly_report 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 generate_monthly_report. 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.
generate_monthly_report is provided by the Cockpit MCP server (michielinksee/kansei-link-cockpit). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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