# set_portfolio_context Save your portfolio holdings so Fathom can give personalized guidance. Pass an array of holdings with asset name and amount. Example: [{asset: Agent View of the PolicyLayer registry record for `set_portfolio_context`. HTML page: https://policylayer.com/tools/0xhashy-fathom-fyi/set-portfolio-context ## Facts - Tool: `set_portfolio_context` - Server: Fathom Fyi (`0xhashy/fathom-fyi`) — https://policylayer.com/tools/0xhashy-fathom-fyi.md - Homepage: https://github.com/0xHashy/fathom-fyi - Risk category: Write (Medium risk) - Registry record: grade C, identity unverified - Server rate-limited: no - Parameters: 0 - Recommended policy verdict: Rate-limited ## Example call (MCP tools/call, JSON-RPC 2.0) ```json { "jsonrpc": "2.0", "id": 1, "method": "tools/call", "params": { "name": "set_portfolio_context", "arguments": {} } } ``` ## Why set_portfolio_context is rated Medium This tool creates or modifies portfolio data in Fathom's backend, making it a Write action. Severity is medium because while the direct action is reversible (holdings can be updated or cleared), misuse could lead to incorrect personalized financial guidance if an AI agent maliciously sets false holdings, potentially causing the user to make poor financial decisions based on bad context. From the tool's own definition: "Tool description states 'Save your portfolio holdings' — a persistent write operation that stores user portfolio data. The instruction to 'Pass an array of holdings with asset name and amount' confirms data creation/modification." ## Use case AI agents use set_portfolio_context to create or update resources in Fathom Fyi, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Fathom Fyi environment. ## Recommended policy (PolicyLayer) Verdict: **Rate-limited**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Fathom Fyi: ```json { "version": "1", "default": "deny", "tools": { "set_portfolio_context": { "limits": [ { "counter": "set_portfolio_context_rate", "window": "minute", "max": 30, "scope": "grant" } ] } } } ``` ## Other tools on Fathom Fyi (31) - `evaluate_strategy` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/evaluate-strategy.md - `get_account_status` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-account-status.md - `get_alerts` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-alerts.md - `get_alternative_signals` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-alternative-signals.md - `get_asset_context` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-asset-context.md - `get_asset_momentum` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-asset-momentum.md - `get_chain_context` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-chain-context.md - `get_correlation_matrix` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-correlation-matrix.md - `get_crowd_intelligence` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-crowd-intelligence.md - `get_defi_health` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-defi-health.md - `get_derivatives_context` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-derivatives-context.md - `get_event_catalyst_timeline` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-event-catalyst-timeline.md - `get_historical_context` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-historical-context.md - `get_macro_context` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-macro-context.md - `get_market_regime` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-market-regime.md - `get_narrative_pulse` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-narrative-pulse.md - `get_onchain_pulse` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-onchain-pulse.md - `get_portfolio_analysis` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-portfolio-analysis.md - `get_question_context` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-question-context.md - `get_reality_check` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-reality-check.md - `get_sentiment_state` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-sentiment-state.md - `get_signal_history` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-signal-history.md - `get_stablecoin_flows` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-stablecoin-flows.md - `get_temporal_context` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-temporal-context.md - `get_watchlist_report` — Read — https://policylayer.com/tools/0xhashy-fathom-fyi/get-watchlist-report.md - `manage_webhooks` — Write — https://policylayer.com/tools/0xhashy-fathom-fyi/manage-webhooks.md - `rotate_api_key` — Write — https://policylayer.com/tools/0xhashy-fathom-fyi/rotate-api-key.md - `set_alert` — Write — https://policylayer.com/tools/0xhashy-fathom-fyi/set-alert.md - `set_custom_strategy` — Write — https://policylayer.com/tools/0xhashy-fathom-fyi/set-custom-strategy.md - `set_signal_preferences` — Write — https://policylayer.com/tools/0xhashy-fathom-fyi/set-signal-preferences.md - …and 1 more: https://policylayer.com/tools/0xhashy-fathom-fyi.md ## For agents This record is a snapshot. Live verdicts and the full registry: - Check every server in your MCP config at once: `npx -y policylayer stack` - Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md) - Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events` --- Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=0xhashy-fathom-fyi · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/0xhashy-fathom-fyi