income_sheet

Generate an income statement for the requested period (Income, Expenses, Net). Dates are ISO (YYYY-MM-DD).

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

What income_sheet does on MCP Beancount Tool

AI agents call income_sheet 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 income_sheet needs a policy

This tool generates a financial report by querying and aggregating existing accounting data. It does not create, modify, delete, or execute transactions—it only reads and displays information from the Beancount ledger in a structured format. While it pertains to financial data, it is a read-only reporting function, not a financial operation that moves money or creates obligations.

From the tool's definition Tool name 'income_sheet' and description 'Generate an income statement for the requested period (Income, Expenses, Net)' indicate data retrieval and reporting with no modifications to the ledger.

Questions about income_sheet

What does the income_sheet tool do? +

Generate an income statement for the requested period (Income, Expenses, Net). Dates are ISO (YYYY-MM-DD). 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 income_sheet? +

Register the MCP Beancount Tool MCP server in PolicyLayer and add a rule for income_sheet: 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 income_sheet? +

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

Can I rate-limit income_sheet? +

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

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

income_sheet 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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