AI agents call get_project_funds to retrieve information from Filevine without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves financial data (fund balances) but does not execute financial transactions, move money, or create financial obligations. It is a passive lookup operation with no side effects, placing it squarely in the Read category. The low severity reflects that unauthorized access to balance information, while sensitive, poses less risk than tools that can actually move or commit funds.
From the tool's definition Tool name 'get_project_funds' and description 'Get trust/retainer fund balances for a project' indicate a read-only retrieval operation that queries financial account balances without modifying, moving, or committing funds.
Attacks that exploit this kind of access
Get trust/retainer fund balances for a project. It is categorised as a Read tool in the Filevine MCP Server, which means it retrieves data without modifying state.
Register the Filevine MCP server in PolicyLayer and add a rule for get_project_funds: 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 Filevine. Nothing to install.
get_project_funds 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_project_funds 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_project_funds. 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_project_funds is provided by the Filevine MCP server (rosenadvertising/filevine-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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