Search/list raw unadjusted balance records within a project. Supports filtering — see server instructions for filter syntax. Use this tool to look up a specific subset of balance records by period, account, or amount. DO NOT use this tool to calculate trial balances or summarize financial data — ...
AI agents call search_unadjusted_balances 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 queries financial balance data with filtering and pagination capabilities. It has no side effects—it neither modifies data, executes code, deletes records, nor commits financial obligations. The explicit guidance to use other tools for calculations reinforces that this is a read-only lookup function.
From the tool's definition Tool description states "Search/list raw unadjusted balance records" and "look up a specific subset of balance records by period, account, or amount." The instructions explicitly warn against using this for calculations, directing users to pivot tools instead.
Attacks that exploit this kind of access
Search/list raw unadjusted balance records within a project. Supports filtering — see server instructions for filter syntax. Use this tool to look up a specific subset of balance records by period, account, or amount. DO NOT use this tool to calculate trial balances or summarize financial data — use the pivot_trial_balance_* tools instead, which return pre-calculated totals 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.
Register the TreeBeam MCP Server MCP server in PolicyLayer and add a rule for search_unadjusted_balances: 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.
search_unadjusted_balances 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 search_unadjusted_balances 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 search_unadjusted_balances. 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.
search_unadjusted_balances 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.
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