getFilingExtractAnalyticsByHolder

The Filings Extract With Analytics By Holder API provides an analytical breakdown of institutional filings. This API offers insight into stock movements, strategies, and portfolio changes by major institutional holders, helping you understand their investment behavior and track significant change...

Server Financial Modeling Prep MCP Server vijitdaroch/financial-modeling-prep-mcp-server
Category Read
Risk class Low
Parameters 00 required

What getFilingExtractAnalyticsByHolder does on Financial Modeling Prep MCP Server

AI agents call getFilingExtractAnalyticsByHolder to retrieve information from Financial Modeling Prep MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why getFilingExtractAnalyticsByHolder needs a policy

This tool retrieves and analyzes existing public financial data (SEC filings information) about institutional stock ownership. It has no side effects, does not modify data, execute code, delete records, or move money. The most severe risk is information disclosure of already-public filing data, which is inherently low-risk.

From the tool's definition Tool provides 'analytical breakdown', 'insight into', and 'track' institutional filings data—all retrieval and query operations with no modification, deletion, or execution of commands.

Questions about getFilingExtractAnalyticsByHolder

What does the getFilingExtractAnalyticsByHolder tool do? +

The Filings Extract With Analytics By Holder API provides an analytical breakdown of institutional filings. This API offers insight into stock movements, strategies, and portfolio changes by major institutional holders, helping you understand their investment behavior and track significant changes in stock ownership. It is categorised as a Read tool in the Financial Modeling Prep MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on getFilingExtractAnalyticsByHolder? +

Register the Financial Modeling Prep MCP Server MCP server in PolicyLayer and add a rule for getFilingExtractAnalyticsByHolder: 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 Financial Modeling Prep MCP Server. Nothing to install.

What risk level is getFilingExtractAnalyticsByHolder? +

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

Can I rate-limit getFilingExtractAnalyticsByHolder? +

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

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

getFilingExtractAnalyticsByHolder is provided by the Financial Modeling Prep MCP Server MCP server (vijitdaroch/financial-modeling-prep-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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