PREFERRED for high-level multi-entity consolidated reporting. Returns a consolidated trial balance by financial statement group — one row per financial statement type (Asset, Liability, Equity, Revenue, Expense) with totals summed across all included entities, plus a per-entity breakdown. All dat...
AI agents call pivot_consolidation_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.
This tool retrieves and aggregates financial reporting data across multiple entities by financial statement group. It performs read-only querying of existing consolidated financial data. There are no indications of data creation, modification, deletion, code execution, or financial transactions.
From the tool's definition Tool description states it 'Returns a consolidated trial balance' and 'All data is returned in a single response' — purely a query/retrieval operation with no modifications, deletions, or side effects. No write, execute, or destructive actions are described.
Attacks that exploit this kind of access
PREFERRED for high-level multi-entity consolidated reporting. Returns a consolidated trial balance by financial statement group — one row per financial statement type (Asset, Liability, Equity, Revenue, Expense) with totals summed across all included entities, plus a per-entity breakdown. All data is returned in a single response with NO pagination. Use this tool whenever the user asks about consolidated financial position at the highest level, or needs a summary across all entities by financial statement type. 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.
Register the TreeBeam MCP Server MCP server in PolicyLayer and add a rule for pivot_consolidation_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.
pivot_consolidation_by_fs_group 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 pivot_consolidation_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.
Set action: deny in the PolicyLayer policy for pivot_consolidation_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.
pivot_consolidation_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.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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