balance

Compute balances for accounts over a date range. Dates are ISO (YYYY-MM-DD). If you set only end_date, it

Server MCP Beancount Tool onesvat/mcp-beancount
Category Read
Risk class Low
Parameters 00 required

What balance does on MCP Beancount Tool

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

Why balance needs a policy

The tool reads and computes balance information from the ledger over a specified date range. It is a query/reporting operation with no write, execute, or destructive capability described. Severity is low as misuse only exposes financial summary data.

From the tool's definition 'Compute balances for accounts over a date range' — retrieves computed balance data, no side effects mentioned

Questions about balance

What does the balance tool do? +

Compute balances for accounts over a date range. Dates are ISO (YYYY-MM-DD). If you set only end_date, it. It is categorised as a Read tool in the MCP Beancount Tool MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on balance? +

Register the MCP Beancount Tool MCP server in PolicyLayer and add a rule for balance: 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 MCP Beancount Tool. Nothing to install.

What risk level is balance? +

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

Can I rate-limit balance? +

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

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

balance is provided by the MCP Beancount Tool MCP server (onesvat/mcp-beancount). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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