get_trial_balance

Get the Trial Balance from TallyPrime.

Server TallyPrime MCP Server svharivinod/tallyprime-mcp
Category Read
Risk class Low
Parameters 00 required

What get_trial_balance does on TallyPrime MCP Server

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

Why get_trial_balance needs a policy

Trial Balance is a standard accounting report that lists all ledger accounts and their debit/credit balances. The 'get' prefix and descriptive verb 'Get' clearly indicate this is a read-only query operation. It retrieves financial information from TallyPrime but does not create, modify, delete, or execute any side effects. This aligns with the Read category definition: 'retrieves or queries data; no side effects.'

From the tool's definition Tool name 'get_trial_balance' and description 'Get the Trial Balance from TallyPrime' indicate a retrieval operation that queries accounting data without modifying, deleting, or executing external operations.

Questions about get_trial_balance

What does the get_trial_balance tool do? +

Get the Trial Balance from TallyPrime. It is categorised as a Read tool in the TallyPrime MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_trial_balance? +

Register the TallyPrime MCP Server MCP server in PolicyLayer and add a rule for get_trial_balance: 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 TallyPrime MCP Server. Nothing to install.

What risk level is get_trial_balance? +

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

Can I rate-limit get_trial_balance? +

Yes. Add a rate_limit block to the get_trial_balance 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_trial_balance completely? +

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

get_trial_balance is provided by the TallyPrime MCP Server MCP server (svharivinod/tallyprime-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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