fund_holdings

A fund's current portfolio positions with quarter-over-quarter change.

SERVERFolioFact SOURCEhttps://foliofact.com/mcp

Low RISK CLASS

Category Read

Parameters 11 required

Recommended Allowedsee the rule below

Registry record Grade C, identity unverified Pull the record →

This record as markdown: /tools/com-foliofact-foliofact/fund-holdings.md

WHAT IT DOES

What fund_holdings does on FolioFact

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

Parameter	Type	Required	Description
`slug`	string	Yes	Fund slug (URL identifier).

Parameters from the server's own tool schema.

RISK

Why fund_holdings is rated Low

Even though fund_holdings only reads data, uncontrolled read access leaks sensitive information and racks up API costs: an agent caught in a retry loop can make thousands of calls a minute without anyone noticing.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs fund_holdings safely

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

fund_holdings Allowed

fund_holdings 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": {
    "fund_holdings": {}
  }
}

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

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

FAQ

Questions about fund_holdings

What does the fund_holdings tool do? +

A fund's current portfolio positions with quarter-over-quarter change. It is categorised as a Read tool in the FolioFact MCP Server, which means it retrieves data without modifying state.

What parameters does fund_holdings accept? +

fund_holdings accepts 1 parameter: slug. Required: slug. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on fund_holdings? +

Register the FolioFact MCP server in PolicyLayer and add a rule for fund_holdings: 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 FolioFact. Nothing to install.

What risk level is fund_holdings? +

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

Can I rate-limit fund_holdings? +

Yes. Add a rate_limit block to the fund_holdings 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 fund_holdings completely? +

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

fund_holdings is provided by the FolioFact MCP server (https://foliofact.com/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

KEEP EXPLORING

More on FolioFact, and thousands of servers like it.

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