Fetch structured financial data for a public company from SEC XBRL filings. Returns key metrics (revenue, gross profit, operating income, net income, EBITDA components, total assets, liabilities, cash, debt, EPS) for the last 3 annual periods and 4 quarters. Ideal for building company one-pagers ...
AI agents call get_financials to retrieve information from SEC EDGAR MCP without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool queries and retrieves publicly available financial metrics (revenue, profit, assets, liabilities, EPS) from SEC filings. It performs read-only data extraction with no side effects, reversible actions, code execution, or financial transactions. The tool is designed for research and analysis purposes only.
From the tool's definition Tool description explicitly states it 'Fetch[es] structured financial data' and 'Returns key metrics' from SEC XBRL filings—purely retrieval operations with no modification, deletion, or execution capabilities.
Attacks that exploit this kind of access
Fetch structured financial data for a public company from SEC XBRL filings. Returns key metrics (revenue, gross profit, operating income, net income, EBITDA components, total assets, liabilities, cash, debt, EPS) for the last 3 annual periods and 4 quarters. Ideal for building company one-pagers and investment summaries. It is categorised as a Read tool in the SEC EDGAR MCP MCP Server, which means it retrieves data without modifying state.
Register the SEC EDGAR 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 SEC EDGAR MCP. Nothing to install.
get_financials 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 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.
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.
get_financials is provided by the SEC EDGAR MCP server (reblickulous/edgar-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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