pivot_consolidation_by_account_group

PREFERRED for multi-entity consolidated reporting. Returns a consolidated trial balance by account group — one row per account group with totals summed across all included entities, plus a per-entity breakdown showing each entity\

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

What pivot_consolidation_by_account_group does on TreeBeam MCP Server

AI agents call pivot_consolidation_by_account_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_consolidation_by_account_group needs a policy

This tool reads and consolidates financial reporting data (trial balance by account group) across entities. It does not modify, delete, or move money; it only retrieves and aggregates existing data for display purposes. Severity is low because misuse would at most expose financial reporting information.

From the tool's definition 'Returns a consolidated trial balance by account group' and 'per-entity breakdown showing each entity' — purely retrieves and aggregates reporting data

Questions about pivot_consolidation_by_account_group

What does the pivot_consolidation_by_account_group tool do? +

PREFERRED for multi-entity consolidated reporting. Returns a consolidated trial balance by account group — one row per account group with totals summed across all included entities, plus a per-entity breakdown showing each entity\. 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_consolidation_by_account_group? +

Register the TreeBeam MCP Server MCP server in PolicyLayer and add a rule for pivot_consolidation_by_account_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_consolidation_by_account_group? +

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

Can I rate-limit pivot_consolidation_by_account_group? +

Yes. Add a rate_limit block to the pivot_consolidation_by_account_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_consolidation_by_account_group completely? +

Set action: deny in the PolicyLayer policy for pivot_consolidation_by_account_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_consolidation_by_account_group? +

pivot_consolidation_by_account_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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