Get fundamental financial data including metrics, financials, and earnings. Args: symbol: Ticker symbol data_type: Type of data - 'all', 'info', 'financials', or 'earnings'
AI agents call fundamentals to retrieve information from Trading Skills without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool performs data retrieval operations only—fetching financial information about securities without any ability to modify data, execute trades, delete records, or commit financial transactions. It has no side effects beyond returning information to the user. While the server includes portfolio management and trading tools, this specific tool is purely informational/analytical.
From the tool's definition Tool retrieves fundamental financial data including metrics, financials, and earnings with no modification capability. The description uses 'Get' indicating data retrieval only. Arguments are read-only query parameters (symbol, data_type selection).
Documented attack patterns abuse exactly the kind of access fundamentals gives an agent:
PolicyLayer is an MCP gateway — it sits between your AI agents and Trading Skills, and nothing reaches the server without passing your rules. This is the rule we recommend for fundamentals:
{
"version": "1",
"default": "deny",
"tools": {
"fundamentals": {}
}
}fundamentals is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.
Free to start. No card required.
Get fundamental financial data including metrics, financials, and earnings. Args: symbol: Ticker symbol data_type: Type of data - 'all', 'info', 'financials', or 'earnings'. It is categorised as a Read tool in the Trading Skills MCP Server, which means it retrieves data without modifying state.
Register the Trading Skills MCP server in PolicyLayer and add a rule for fundamentals: 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 Trading Skills. Nothing to install.
fundamentals 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 fundamentals 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 fundamentals. 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.
fundamentals is provided by the Trading Skills MCP server (staskh/trading_skills). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 35 Trading Skills tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
Free to start. No card required.
35 Trading Skills tools catalogued and risk-classified — across an index of 42,500+ MCP servers.