balance-sheet

fetches balance sheet with fields like ledger_name, group_name (blank if Profit & Loss A/c), closing_balance. closing balance negative is debit or asset and positive is credit or liability. kindly fetch data from chart-of-accounts tool to pull group hierarchy before calling this tool. returns out...

Server Tally Prime MCP Server qalalabs/tally-mcp-server
Category Read
Risk class Low
Parameters 00 required

What balance-sheet does on Tally Prime MCP Server

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

Why balance-sheet needs a policy

The tool retrieves financial report data (balance sheet) from Tally Prime ERP and caches it in an in-memory table for querying. It performs read-only data retrieval with no side effects, data modification, or financial transactions. The cached data is in-memory and non-persistent. Severity is low as it only reads existing financial data.

From the tool's definition fetches balance sheet with fields like ledger_name, group_name, closing_balance... returns output cached in pglite postgres in-memory table

Questions about balance-sheet

What does the balance-sheet tool do? +

fetches balance sheet with fields like ledger_name, group_name (blank if Profit & Loss A/c), closing_balance. closing balance negative is debit or asset and positive is credit or liability. kindly fetch data from chart-of-accounts tool to pull group hierarchy before calling this tool. returns output cached in pglite postgres in-memory table (specified in tableID property). Use query-database tool to run SQL queries against that table for further analysis. It is categorised as a Read tool in the Tally Prime MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on balance-sheet? +

Register the Tally Prime MCP Server MCP server in PolicyLayer and add a rule for balance-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 Tally Prime MCP Server. Nothing to install.

What risk level is balance-sheet? +

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

Can I rate-limit balance-sheet? +

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

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

balance-sheet is provided by the Tally Prime MCP Server MCP server (qalalabs/tally-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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