PREFERRED for financial data retrieval. Returns a trial balance pivoted by account — one row per account with the unadjusted balance, total adjustments, and adjusted balance for each requested period. All data is returned in a single response with NO pagination. Use this tool whenever the user as...
AI agents call pivot_trial_balance_by_account 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 only retrieves and queries financial data (trial balance, account balances, adjusted/unadjusted balances) without making any changes. It is a read-only reporting function. Even though it accesses sensitive financial information, the severity is low because misuse results in information disclosure rather than unauthorized data modification, deletion, or financial transactions.
From the tool's definition Tool description states 'Returns a trial balance pivoted by account' and 'financial data retrieval' with no modification, deletion, or execution capabilities mentioned.
Attacks that exploit this kind of access
PREFERRED for financial data retrieval. Returns a trial balance pivoted by account — one row per account with the unadjusted balance, total adjustments, and adjusted balance for each requested period. All data is returned in a single response with NO pagination. Use this tool whenever the user asks about account balances, trial balances, or financial position at the account 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.
Register the TreeBeam MCP Server MCP server in PolicyLayer and add a rule for pivot_trial_balance_by_account: 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_trial_balance_by_account 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_trial_balance_by_account 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_trial_balance_by_account. 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_trial_balance_by_account 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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