search_periods

Search/list accounting periods within a project. Supports filtering — see server instructions for filter syntax. Results are paginated — if a continuationToken is returned, pass it in the next call to retrieve more.

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

What search_periods does on TreeBeam MCP Server

AI agents call search_periods 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_periods needs a policy

This tool queries and retrieves accounting period information from the TreeBeam platform with no side effects. It is a read-only operation that returns filtered and paginated results. Even though it operates on financial data, the tool itself performs no financial transactions, modifications, or destructive actions—it merely lists/searches existing periods.

From the tool's definition The tool description states it "Search/list accounting periods" and "Results are paginated," indicating data retrieval without modification.

Questions about search_periods

What does the search_periods tool do? +

Search/list accounting periods within a project. Supports filtering — see server instructions for filter syntax. 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_periods? +

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

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

Can I rate-limit search_periods? +

Yes. Add a rate_limit block to the search_periods 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_periods completely? +

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

search_periods 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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