monthly_performance_settlement

查询或导出ERP每月结算汇总报表。必须先调用 brand_select 获取 brandId,再调用 branch_select 获取 branchId、cityCode 和 branchName。支持2个action: get_list查询每月结算汇总列表, export异步导出结算明细Excel文件。

Server Yjzf @yjzf/mcp-server-yjzf
Category Read
Risk class Low
Parameters 66 required

What monthly_performance_settlement does on Yjzf

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

ParameterTypeRequiredDescription
month string Yes 结算月份,格式YYYY-MM(如'2025-01'),必填
action string Yes 要执行的动作
brandId string Yes 品牌ID,必须通过 brand_select 工具获取,禁止自行编造
branchId string Yes 城市公司ID(即organId),必须通过 branch_select 工具获取,禁止自行编造
cityCode string Yes 城市编码,必须通过 branch_select 工具获取,禁止自行编造
branchName string Yes 城市公司名称(用于文件命名),必须通过 branch_select 工具获取,禁止自行编造

Parameters from the server's own tool schema.

Why monthly_performance_settlement needs a policy

The tool primarily retrieves and exports monthly settlement summary reports from an ERP system. Both actions (get_list and export) are read/query operations — get_list fetches data and export generates an Excel file from existing data. There is no creation, modification, or deletion of records. The export action produces a file but does not commit any financial transaction; it merely exports settlement data.

From the tool's definition 查询或导出ERP每月结算汇总报表 / get_list查询每月结算汇总列表, export异步导出结算明细Excel文件

Questions about monthly_performance_settlement

What does the monthly_performance_settlement tool do? +

查询或导出ERP每月结算汇总报表。必须先调用 brand_select 获取 brandId,再调用 branch_select 获取 branchId、cityCode 和 branchName。支持2个action: get_list查询每月结算汇总列表, export异步导出结算明细Excel文件。. It is categorised as a Read tool in the Yjzf MCP Server, which means it retrieves data without modifying state.

What parameters does monthly_performance_settlement accept? +

monthly_performance_settlement accepts 6 parameters: month, action, brandId, branchId, cityCode, branchName. Required: month, action, brandId, branchId, cityCode, branchName. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on monthly_performance_settlement? +

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

What risk level is monthly_performance_settlement? +

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

Can I rate-limit monthly_performance_settlement? +

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

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

monthly_performance_settlement is provided by the Yjzf MCP server (@yjzf/mcp-server-yjzf). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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