get_account_balance

Get the current balance of a specific account by ID or name.

Server Actual Budget MCP Server yhc0712/actual-budget-mcp
Category Read
Risk class Low
Parameters 00 required

What get_account_balance does on Actual Budget MCP Server

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

Why get_account_balance needs a policy

This tool queries account data to return current balance information. It performs a read-only retrieval with no capability to modify, delete, or execute operations. Even in a financial application context, simply reading an account balance presents minimal risk — the tool cannot move money, create obligations, or alter account state.

From the tool's definition Tool name is 'get_account_balance' and description states it 'Get[s] the current balance of a specific account' — a retrieval operation with no modification or side effects.

Questions about get_account_balance

What does the get_account_balance tool do? +

Get the current balance of a specific account by ID or name. It is categorised as a Read tool in the Actual Budget MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_account_balance? +

Register the Actual Budget MCP Server MCP server in PolicyLayer and add a rule for get_account_balance: 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 Actual Budget MCP Server. Nothing to install.

What risk level is get_account_balance? +

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

Can I rate-limit get_account_balance? +

Yes. Add a rate_limit block to the get_account_balance 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_account_balance completely? +

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

get_account_balance is provided by the Actual Budget MCP Server MCP server (yhc0712/actual-budget-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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