reports_generate | PolicyLayer

WHAT IT DOES

What reports_generate does on PM-MCP (Portfolio Management MCP Server)

AI agents use reports_generate to create or update resources in PM-MCP (Portfolio Management MCP Server) — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your PM-MCP (Portfolio Management MCP Server) environment.

WHY IT NEEDS A POLICY

Why reports_generate needs a policy

Report generation is a Write operation—it creates new data (reports) that persists in the system and can be stored/exported. The description is empty, which introduces some uncertainty, but the server context and sibling tools (analytics-focused) support a Write classification rather than Execute.

From the tool's definition Tool name 'reports_generate' combined with server description stating 'automated report generation with Obsidian integration' indicates the tool creates or modifies report artifacts.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

reports_generate Rate-limited

reports_generate stays usable, but capped — an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "reports_generate": {
      "limits": [
        {
          "counter": "reports_generate_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL →

Instant setup, no code required.

PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches PM-MCP (Portfolio Management MCP Server), so you can run agents against it safely.

FAQ

Questions about reports_generate

What does the reports_generate tool do? +

reports_generate. It is categorised as a Write tool in the PM-MCP (Portfolio Management MCP Server) MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on reports_generate? +

Register the PM-MCP (Portfolio Management MCP Server) MCP server in PolicyLayer and add a rule for reports_generate: 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 PM-MCP (Portfolio Management MCP Server). Nothing to install.

What risk level is reports_generate? +

reports_generate is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit reports_generate? +

Yes. Add a rate_limit block to the reports_generate 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 reports_generate completely? +

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

reports_generate is provided by the PM-MCP (Portfolio Management MCP Server) MCP server (surplus96/pm-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.