pivot_adjustments_by_fs_group

PREFERRED for high-level adjustment analysis. Returns one row per impacted financial statement type (Asset, Liability, Equity, Revenue, Expense) with summed adjustment amounts and distinct adjustment counts, for each requested period. Only financial statement types that have adjustment activity a...

Server TreeBeam MCP Server treebeam-code/tb-mcpserver
Category Read
Risk class Low
Parameters 00 required

What pivot_adjustments_by_fs_group does on TreeBeam MCP Server

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

Why pivot_adjustments_by_fs_group needs a policy

The tool queries and summarizes adjustment data grouped by financial statement type across periods. The verb 'Returns' and the complete absence of mutation language (no create, update, delete, or execute operations) clearly indicates this is a data retrieval operation.

From the tool's definition Returns data aggregated by financial statement group with 'summed adjustment amounts and distinct adjustment counts' — a read-only query operation that retrieves and analyzes existing adjustments without modifying state.

Questions about pivot_adjustments_by_fs_group

What does the pivot_adjustments_by_fs_group tool do? +

PREFERRED for high-level adjustment analysis. Returns one row per impacted financial statement type (Asset, Liability, Equity, Revenue, Expense) with summed adjustment amounts and distinct adjustment counts, for each requested period. Only financial statement types that have adjustment activity are included. All data is returned in a single response with NO pagination. Use this tool whenever the user asks about adjustment impact at the financial statement level. You must provide at least one periodId — use search_periods first to find period IDs if needed. It is categorised as a Read tool in the TreeBeam MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on pivot_adjustments_by_fs_group? +

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

What risk level is pivot_adjustments_by_fs_group? +

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

Can I rate-limit pivot_adjustments_by_fs_group? +

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

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

pivot_adjustments_by_fs_group is provided by the TreeBeam MCP Server MCP server (treebeam-code/tb-mcpserver). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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