# create_portfolio_snapshot

Capture an immutable rollup of YOUR OWN ticket portfolio, or one owned ProjectWorkspace when project_id is supplied, as it stands right now -- totals by status and priority, fixed at this moment and never recomputed. A snapshot is the durable 'here is where we were' that a later diff_portfolio_snapshots measures movement against, so capture one before a review rather than after. Snapshots cannot be edited or deleted once taken. The snapshot records the credential that captured it, so one taken by an agent is attributable as such. Requires authentication and the tickets:write scope.

Agent View of the PolicyLayer registry record for `create_portfolio_snapshot`. HTML page: https://policylayer.com/tools/com-meta-council-decision-intelligence/create-portfolio-snapshot

## Facts

- Tool: `create_portfolio_snapshot`
- Server: Meta Council (`https://meta-council.com/mcp`) — https://policylayer.com/tools/com-meta-council-decision-intelligence.md
- Homepage: https://github.com/daliu/meta-council
- Risk category: Write (Medium risk)
- Registry record: grade F, identity unverified
- Server auth posture: open
- Server rate-limited: no
- Parameters: 3
- Recommended policy verdict: Rate-limited

## Parameters

| Parameter | Type | Required | Description |
| --- | --- | --- | --- |
| `label` | string | no | Optional human label, e.g. the review it was taken for. Omitted leaves the snapshot unlabelled. |
| `project_id` | string | no | Owned ProjectWorkspace UUID from project_list. Omit for the whole portfolio. |
| `request_id` | string | no | Reuse this UUID and the exact label/project scope to recover an uncertain capture. |

Parameters from the server's own tool schema.

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "create_portfolio_snapshot",
    "arguments": {}
  }
}
```

## Why create_portfolio_snapshot is rated Medium

An AI agent can call create_portfolio_snapshot faster than any human can review: one bad instruction and it creates or modifies resources in Meta Council by the hundred, each call as confident as the last.

## Use case

AI agents use create_portfolio_snapshot to create or update resources in Meta Council, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Meta Council environment.

## Recommended policy (PolicyLayer)

Verdict: **Rate-limited**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Meta Council:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "create_portfolio_snapshot": {
      "limits": [
        {
          "counter": "create_portfolio_snapshot_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}
```

## Other tools on Meta Council (279)

- `account_export` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/account-export.md
- `cancel_booking` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/cancel-booking.md
- `decide_approval` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/decide-approval.md
- `delete_accounting_run` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/delete-accounting-run.md
- `delete_monitor` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/delete-monitor.md
- `delete_saved_view` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/delete-saved-view.md
- `delete_workflow_template` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/delete-workflow-template.md
- `preview_scheduling_action` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/preview-scheduling-action.md
- `project_unlink_feature` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/project-unlink-feature.md
- `reconcile_attention_notification_delivery` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/reconcile-attention-notification-delivery.md
- `revoke_portfolio_report_share` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/revoke-portfolio-report-share.md
- `ticket_dependency_remove` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/ticket-dependency-remove.md
- `void_invoice` — Destructive — https://policylayer.com/tools/com-meta-council-decision-intelligence/void-invoice.md
- `dismiss_ticket_integration_effect` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/dismiss-ticket-integration-effect.md
- `execute_saved_view` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/execute-saved-view.md
- `preview_accounting_ticket_sync` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/preview-accounting-ticket-sync.md
- `project_link_feature` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/project-link-feature.md
- `retry_workflow` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/retry-workflow.md
- `review_external_workflow` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/review-external-workflow.md
- `run_comparison` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/run-comparison.md
- `run_council` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/run-council.md
- `run_workflow` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/run-workflow.md
- `start_external_workflow` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/start-external-workflow.md
- `ticket_scenario_revise` — Execute — https://policylayer.com/tools/com-meta-council-decision-intelligence/ticket-scenario-revise.md
- `add_invoice_line_item` — Financial — https://policylayer.com/tools/com-meta-council-decision-intelligence/add-invoice-line-item.md
- `mark_invoice_paid` — Financial — https://policylayer.com/tools/com-meta-council-decision-intelligence/mark-invoice-paid.md
- `advance_workflow` — Read — https://policylayer.com/tools/com-meta-council-decision-intelligence/advance-workflow.md
- `ask_legal` — Read — https://policylayer.com/tools/com-meta-council-decision-intelligence/ask-legal.md
- `browse_ticket_integration_import` — Read — https://policylayer.com/tools/com-meta-council-decision-intelligence/browse-ticket-integration-import.md
- `campaign_pipeline_stats` — Read — https://policylayer.com/tools/com-meta-council-decision-intelligence/campaign-pipeline-stats.md
- …and 249 more: https://policylayer.com/tools/com-meta-council-decision-intelligence.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=com-meta-council-decision-intelligence · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/com-meta-council-decision-intelligence