Retrieves financial summary statistics for a date range.
AI agents call summary_get_period to retrieve information from Money Manager MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool queries and returns financial summary data without creating, modifying, deleting, or executing any operations. It has no irreversible effects and does not move money. The blast radius of misuse is limited to unauthorized visibility of financial data, which is a confidentiality rather than operational risk.
From the tool's definition Tool name 'summary_get_period' and description 'Retrieves financial summary statistics for a date range' both indicate a read-only operation. The verb 'Retrieves' and the absence of any modification language confirm this is a data query with no side effects.
Documented attack patterns abuse exactly the kind of access summary_get_period gives an agent:
PolicyLayer is an MCP gateway — it sits between your AI agents and Money Manager MCP Server, and nothing reaches the server without passing your rules. This is the rule we recommend for summary_get_period:
{
"version": "1",
"default": "deny",
"tools": {
"summary_get_period": {}
}
}summary_get_period is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.
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Retrieves financial summary statistics for a date range. It is categorised as a Read tool in the Money Manager MCP Server MCP Server, which means it retrieves data without modifying state.
Register the Money Manager MCP Server MCP server in PolicyLayer and add a rule for summary_get_period: 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 Money Manager MCP Server. Nothing to install.
summary_get_period 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 summary_get_period 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 summary_get_period. 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.
summary_get_period is provided by the Money Manager MCP Server MCP server (shahlaukik/money-manager-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Start from Money Manager MCP Server, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.
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18 Money Manager MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.