list_accounts_with_balances

List all ledger accounts with their balance as of a given date.

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

What list_accounts_with_balances does on Finance App

AI agents call list_accounts_with_balances 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_with_balances needs a policy

This tool queries and returns account information and balances without creating, modifying, deleting, or executing operations. It is a straightforward read operation that retrieves financial data for inspection. While it accesses sensitive financial information, the risk is mitigated by its read-only nature—misuse would at worst expose data but cannot alter accounts, delete records, or commit financial transactions.

From the tool's definition Tool name 'list_accounts_with_balances' and description 'List all ledger accounts with their balance' indicate a retrieval operation with no modification of data.

Questions about list_accounts_with_balances

What does the list_accounts_with_balances tool do? +

List all ledger accounts with their balance as of a given date. 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_with_balances? +

Register the Finance App MCP server in PolicyLayer and add a rule for list_accounts_with_balances: 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_with_balances? +

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

Can I rate-limit list_accounts_with_balances? +

Yes. Add a rate_limit block to the list_accounts_with_balances 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_with_balances completely? +

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

list_accounts_with_balances 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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