Company-wide overview for a quarter: per-squad performance, sales leaderboard, chapter averages, engine-3 status. Use for CEO/Finance digests.
AI agents call kpi_overview 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.
This tool retrieves and aggregates KPI metrics and performance data for reporting purposes. It has no side effects, does not modify data, execute code, or trigger external operations.
From the tool's definition Tool description explicitly states it provides 'overview' and 'per-squad performance, sales leaderboard, chapter averages' data retrieval.
Attacks that exploit this kind of access
Company-wide overview for a quarter: per-squad performance, sales leaderboard, chapter averages, engine-3 status. Use for CEO/Finance digests. It is categorised as a Read tool in the Wealify Kpi MCP Server, which means it retrieves data without modifying state.
Register the Wealify Kpi MCP server in PolicyLayer and add a rule for kpi_overview: 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.
kpi_overview 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 kpi_overview 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 kpi_overview. 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.
kpi_overview 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.
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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