Low Risk

getPortfolioMargin

Query the portfolio margin information including wallet balance, margin rates, and asset PNL range.\n\nNotes:\n- This endpoint requires authentication.\n- If

How to control getPortfolioMargin ↓

What getPortfolioMargin does on Bybit MCP Server

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

Low Risk

Why getPortfolioMargin needs a policy

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…

Documented attack patterns abuse exactly the kind of access getPortfolioMargin gives an agent:

How to control getPortfolioMargin

PolicyLayer is an MCP gateway — it sits between your AI agents and Bybit MCP Server, and nothing reaches the server without passing your rules. This is the rule we recommend for getPortfolioMargin:

policy.json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "getPortfolioMargin": {}
  }
}

getPortfolioMargin is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.

  1. Create a free account and register Bybit MCP Server — nothing to install.
  2. Add this policy — paste it, or build it visually.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
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Related tools and policies

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Questions about getPortfolioMargin

What does the getPortfolioMargin tool do? +

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.

How do I enforce a policy on getPortfolioMargin? +

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.

What risk level is getPortfolioMargin? +

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

Can I rate-limit getPortfolioMargin? +

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.

How do I block getPortfolioMargin completely? +

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.

What MCP server provides getPortfolioMargin? +

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.

Enforce policy on every Bybit MCP Server tool call.

Start from Bybit MCP Server, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

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326 Bybit MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

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