get_financial_summary

Get full financial statement line items (BS/IS/CIS/CF/SCE) for a

Server Dart vertical-mcp/dart-mcp
Category Read
Risk class Low
Parameters 00 required

What get_financial_summary does on Dart

AI agents call get_financial_summary to retrieve information from Dart without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why get_financial_summary needs a policy

This tool retrieves financial statement data (Balance Sheet, Income Statement, Cash Flow Statement, etc.) from a public disclosure system. It has no side effects, does not execute code, does not modify data, and does not involve financial transactions. The blast radius of misuse is minimal — an agent could only retrieve publicly available financial information. Classification as Read is appropriate.

From the tool's definition Tool name 'get_financial_summary' and description indicating it 'Get[s] full financial statement line items' — a retrieval operation with no modification or execution capability.

Questions about get_financial_summary

What does the get_financial_summary tool do? +

Get full financial statement line items (BS/IS/CIS/CF/SCE) for a. It is categorised as a Read tool in the Dart MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_financial_summary? +

Register the Dart MCP server in PolicyLayer and add a rule for get_financial_summary: 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 Dart. Nothing to install.

What risk level is get_financial_summary? +

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

Can I rate-limit get_financial_summary? +

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

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

get_financial_summary is provided by the Dart MCP server (vertical-mcp/dart-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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