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Part of the Margin of Insight — Equity Research server.
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AI agents call get_investment_memo to retrieve information from Margin of Insight — Equity Research without modifying any data. This is common in research, monitoring, and reporting workflows where the agent needs context before taking action. Because read operations don't change state, they are generally safe to allow without restrictions -- but you may still want rate limits to control API costs.
Even though get_investment_memo only reads data, uncontrolled read access can leak sensitive information or rack up API costs. An agent caught in a retry loop could make thousands of calls per minute. A rate limit gives you a safety net without blocking legitimate use.
Read-only tools are safe to allow by default. No rate limit needed unless you want to control costs.
{
"version": "1",
"default": "deny",
"tools": {
"get_investment_memo": {}
}
}See the full Margin of Insight — Equity Research policy for all 6 tools.
These attack patterns abuse exactly the kind of access get_investment_memo gives an agent. Each links to the full case and the policy that stops it:
Other read tools across the catalogue. The same approach applies to each: allow, with a rate cap to control cost.
Get a full investment memo (21 research steps including DCF valuation, moat analysis, management quality, scenario analysis, returns on capital, institutional and insider activity, and investment thesis). Equivalent to a sell-side initiation note. Costs $2.00. Pay with a Stripe Shared Payment Token: send Authorization: Bearer spt_… on the HTTP transport. See https://docs.stripe.com/agentic-commerce/concepts/shared-payment-tokens.. It is categorised as a Read tool in the Margin of Insight — Equity Research MCP Server, which means it retrieves data without modifying state.
Register the Margin of Insight — Equity Research MCP server in PolicyLayer and add a rule for get_investment_memo: 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 Margin of Insight — Equity Research. Nothing to install.
get_investment_memo 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 get_investment_memo 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 get_investment_memo. 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.
get_investment_memo is provided by the Margin of Insight — Equity Research MCP server (https://app.marginofinsight.com/api/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 6 Margin of Insight — Equity Research tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
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