get_financial_statement

Get financial statements for a ticker

Server Yahoo Finance MCP Server refself/yahoo-finance-mcp-server
Category Read
Risk class Low
Parameters 00 required

What get_financial_statement does on Yahoo Finance MCP Server

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

Why get_financial_statement needs a policy

This tool retrieves financial statement data (balance sheets, income statements, cash flow statements) for a given stock ticker. It has no side effects, cannot modify or delete data, cannot execute code or trigger external operations, and involves no financial transactions. It is purely a data retrieval operation, making it a Read category tool with low severity.

From the tool's definition Tool name 'get_financial_statement' with description 'Get financial statements for a ticker' indicates retrieval of historical financial data with no modification, deletion, or execution capabilities.

Questions about get_financial_statement

What does the get_financial_statement tool do? +

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

How do I enforce a policy on get_financial_statement? +

Register the Yahoo Finance MCP Server MCP server in PolicyLayer and add a rule for get_financial_statement: 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 Yahoo Finance MCP Server. Nothing to install.

What risk level is get_financial_statement? +

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

Can I rate-limit get_financial_statement? +

Yes. Add a rate_limit block to the get_financial_statement 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_financial_statement completely? +

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

get_financial_statement is provided by the Yahoo Finance MCP Server MCP server (refself/yahoo-finance-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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