list_accounts

List all ledger accounts (id, name, type, archived). No date parameter. Use this to resolve account names to IDs before recording transactions.

Server Finance App youssefaltai/finance-app
Category Read
Risk class Low
Parameters 00 required

What list_accounts does on Finance App

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

Why list_accounts needs a policy

This tool performs a read-only query of account information. While it provides data useful for downstream operations (resolving account IDs for transactions), the tool itself does not create, modify, delete, or execute actions. The blast radius of misuse is minimal—an agent could see all account names and IDs but cannot alter financial state.

From the tool's definition Tool description explicitly states 'List all ledger accounts' and 'resolve account names to IDs', indicating retrieval of account metadata. No modifications, deletions, or state changes are possible.

Questions about list_accounts

What does the list_accounts tool do? +

List all ledger accounts (id, name, type, archived). No date parameter. Use this to resolve account names to IDs before recording transactions. It is categorised as a Read tool in the Finance App MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on list_accounts? +

Register the Finance App MCP server in PolicyLayer and add a rule for list_accounts: 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 Finance App. Nothing to install.

What risk level is list_accounts? +

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

Can I rate-limit list_accounts? +

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

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

list_accounts is provided by the Finance App MCP server (youssefaltai/finance-app). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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