Low Risk

get_financials

Get financial statements.

How to control get_financials ↓

What get_financials does on IsoFinancial-MCP

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

Low Risk

Why get_financials needs a policy

This tool retrieves financial statements (balance sheets, income statements, cash flows, etc.) from a financial market data server. It performs a read operation querying existing data sources without side effects, reversible modifications, destructive actions, or financial transactions.

From the tool's definition Tool name 'get_financials' with description 'Get financial statements' indicates retrieval of existing financial data without modification or execution of trades.

Documented attack patterns abuse exactly the kind of access get_financials gives an agent:

How to control get_financials

PolicyLayer is an MCP gateway — it sits between your AI agents and IsoFinancial-MCP, and nothing reaches the server without passing your rules. This is the rule we recommend for get_financials:

policy.json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_financials": {}
  }
}

get_financials is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.

  1. Create a free account and register IsoFinancial-MCP — nothing to install.
  2. Add this policy — paste it, or build it visually.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
CAP THIS TOOL →

Free to start. No card required.

Related tools and policies

Go deeper

Questions about get_financials

What does the get_financials tool do? +

Get financial statements. It is categorised as a Read tool in the IsoFinancial-MCP MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_financials? +

Register the IsoFinancial- MCP server in PolicyLayer and add a rule for get_financials: 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 IsoFinancial-MCP. Nothing to install.

What risk level is get_financials? +

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

Can I rate-limit get_financials? +

Yes. Add a rate_limit block to the get_financials 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_financials completely? +

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

get_financials is provided by the IsoFinancial- MCP server (niels-8/isofinancial-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

Enforce policy on every IsoFinancial-MCP tool call.

Start from IsoFinancial-MCP, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

Free to start. No card required.

26 IsoFinancial-MCP tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

// GET IN TOUCH

Have a question or want to learn more? Send us a message.

Message sent.

We'll get back to you soon.