budget_summary

Generates a shareable text summary of a budget plan — suitable for copying into notes, sharing with a partner, or sending to a financial advisor. Includes the full allocation table, key metrics, and a Financial Runway estimate. Use this when someone wants a clean, formatted budget overview they c...

Server Getalife narazgul/mcp-server-getalife
Category Read
Risk class Low
Parameters 00 required

What budget_summary does on Getalife

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

Why budget_summary needs a policy

This tool reads and formats existing budget data into a presentable summary. It does not create, modify, delete, or execute anything — it purely retrieves and renders information for display or sharing. The blast radius if misused is low, as it only produces a formatted output.

From the tool's definition Generates a shareable text summary of a budget plan — suitable for copying into notes, sharing with a partner, or sending to a financial advisor

Questions about budget_summary

What does the budget_summary tool do? +

Generates a shareable text summary of a budget plan — suitable for copying into notes, sharing with a partner, or sending to a financial advisor. Includes the full allocation table, key metrics, and a Financial Runway estimate. Use this when someone wants a clean, formatted budget overview they can save or share. It is categorised as a Read tool in the Getalife MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on budget_summary? +

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

What risk level is budget_summary? +

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

Can I rate-limit budget_summary? +

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

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

budget_summary is provided by the Getalife MCP server (narazgul/mcp-server-getalife). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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