kpi_members

Active roster: members + Leads (id, name, email, role, chapter, squad) — so you know WHO to message and can iterate. Optional filters: chapter, squadId.

Server Wealify Kpi ngkienmkqn/wealify-kpi-mcp
Category Read
Risk class Low
Parameters 00 required

What kpi_members does on Wealify Kpi

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

Why kpi_members needs a policy

This tool retrieves member information from a roster without side effects. It queries structured data (names, emails, roles, organizational attributes) and applies optional filters. There is no capability to modify, delete, create records, execute code, or move money.

From the tool's definition Tool description states it returns roster data (id, name, email, role, chapter, squad) with optional filters. The server is explicitly described as 'Read-only MCP server'.

Questions about kpi_members

What does the kpi_members tool do? +

Active roster: members + Leads (id, name, email, role, chapter, squad) — so you know WHO to message and can iterate. Optional filters: chapter, squadId. It is categorised as a Read tool in the Wealify Kpi MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on kpi_members? +

Register the Wealify Kpi MCP server in PolicyLayer and add a rule for kpi_members: 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 Wealify Kpi. Nothing to install.

What risk level is kpi_members? +

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

Can I rate-limit kpi_members? +

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

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

kpi_members is provided by the Wealify Kpi MCP server (ngkienmkqn/wealify-kpi-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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