get_user_funds_margin_tool

Get the user available funds and margin in Upstox account

SERVERUpstox MCP Server SOURCEadibhattar95/upstox-mcp-server

Low RISK CLASS

Category Read

Parameters 00 required

Recommended Allowedsee the rule below

Registry record Grade A, identity unverified Pull the record →

This record as markdown: /tools/adibhattar95-upstox-mcp-server/get-user-funds-margin-tool.md

WHAT IT DOES

What get_user_funds_margin_tool does on Upstox MCP Server

AI agents call get_user_funds_margin_tool to retrieve information from Upstox MCP Server without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

RISK

Why get_user_funds_margin_tool is rated Low

This tool queries account margin and fund data from Upstox, which is a read-only operation with no side effects. While it accesses sensitive financial information, the tool itself does not move money, execute trades, or modify account state.

From the tool's definition Tool name and description indicate retrieval only: 'Get the user available funds and margin' - a query operation that retrieves account financial status data without modification or execution.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs get_user_funds_margin_tool safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Upstox MCP Server, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For get_user_funds_margin_tool, this is the rule to start with:

get_user_funds_margin_tool Allowed

get_user_funds_margin_tool is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_user_funds_margin_tool": {}
  }
}

ALLOW ONLY THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Upstox MCP Server, apply this rule, and every get_user_funds_margin_tool call is checked against it from then on.

FAQ

Questions about get_user_funds_margin_tool

What does the get_user_funds_margin_tool tool do? +

Get the user available funds and margin in Upstox account. It is categorised as a Read tool in the Upstox MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_user_funds_margin_tool? +

Register the Upstox MCP Server MCP server in PolicyLayer and add a rule for get_user_funds_margin_tool: 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 Upstox MCP Server. Nothing to install.

What risk level is get_user_funds_margin_tool? +

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

Can I rate-limit get_user_funds_margin_tool? +

Yes. Add a rate_limit block to the get_user_funds_margin_tool 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_user_funds_margin_tool completely? +

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

get_user_funds_margin_tool is provided by the Upstox MCP Server MCP server (adibhattar95/upstox-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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