search_adjustment_line_items

Search/list raw adjustment line item records within a project. Supports filtering — see server instructions for filter syntax. Use this tool to look up a specific subset of line items by adjustment, account, or amount. DO NOT use this tool to analyze adjustment activity across accounts or periods...

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

What search_adjustment_line_items does on TreeBeam MCP Server

AI agents call search_adjustment_line_items 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 search_adjustment_line_items needs a policy

This tool performs read-only operations on financial records within TreeBeam. It searches and lists adjustment line items with optional filtering, returning paginated results. There are no side effects—no data is created, modified, deleted, or financial transactions are executed.

From the tool's definition Tool name includes 'search', description states 'Search/list raw adjustment line item records' and 'look up a specific subset of line items'. The description explicitly advises against using it for analysis and directs users to other tools for aggregated data.

Questions about search_adjustment_line_items

What does the search_adjustment_line_items tool do? +

Search/list raw adjustment line item records within a project. Supports filtering — see server instructions for filter syntax. Use this tool to look up a specific subset of line items by adjustment, account, or amount. DO NOT use this tool to analyze adjustment activity across accounts or periods — use the pivot_adjustments_* tools instead, which return pre-joined and pre-aggregated data in a single response with no pagination. Results are paginated — if a continuationToken is returned, pass it in the next call to retrieve more. 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 search_adjustment_line_items? +

Register the TreeBeam MCP Server MCP server in PolicyLayer and add a rule for search_adjustment_line_items: 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 search_adjustment_line_items? +

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

Can I rate-limit search_adjustment_line_items? +

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

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

search_adjustment_line_items 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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