getPortfolioMargin
Query the portfolio margin information including wallet balance, margin rates, and asset PNL range.\n\nNotes:\n- This endpoint requires authentication.\n- If
This record as markdown: /tools/bybit-exchange-trading-mcp/getportfoliomargin.md
What getPortfolioMargin does on Bybit MCP Server
AI agents call getPortfolioMargin to retrieve information from Bybit MCP Server without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
Why getPortfolioMargin is rated Low
This tool retrieves account margin information and financial metrics without making changes to positions, accounts, or executing trades. While it accesses sensitive financial data (requiring authentication), the action itself is non-destructive read access. The severity is low because misuse would only expose data visibility, not enable unauthorized transactions or modifications.
From the tool's definition Query the portfolio margin information including wallet balance, margin rates, and asset PNL range. The verb 'Query' and the description's focus on retrieving information (wallet balance, margin rates, asset PNL) indicates this is a read-only operation that…
Attacks that exploit this kind of access
The rule that runs getPortfolioMargin safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Bybit MCP Server, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For getPortfolioMargin, this is the rule to start with:
getPortfolioMargin is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Bybit MCP Server, apply this rule, and every getPortfolioMargin call is checked against it from then on.
Questions about getPortfolioMargin
Query the portfolio margin information including wallet balance, margin rates, and asset PNL range.\n\nNotes:\n- This endpoint requires authentication.\n- If. It is categorised as a Read tool in the Bybit MCP Server MCP Server, which means it retrieves data without modifying state.
Register the Bybit MCP Server MCP server in PolicyLayer and add a rule for getPortfolioMargin: 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 Bybit MCP Server. Nothing to install.
getPortfolioMargin is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the getPortfolioMargin 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.
Set action: deny in the PolicyLayer policy for getPortfolioMargin. 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.
getPortfolioMargin is provided by the Bybit MCP Server MCP server (bybit-exchange/trading-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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