Rebalance a multi-currency portfolio: given holdings, per-holding (or per-asset-class) target weights, cash and FX rates, return the exact BUY/SELL trades to reach the targets, the per-currency cash movements (flagging foreign-cash overdrafts), and a summary. Planning math only — no transaction c...
Risk signalsHigh parameter count (15 properties)
Part of the Calculators server.
Free to start. No card required.
AI agents use rebalance_portfolio to create or modify resources in Calculators. Write operations carry medium risk because an autonomous agent could trigger bulk unintended modifications. Rate limits prevent a single agent session from making hundreds of changes in rapid succession. Argument validation ensures the agent passes expected values.
Without a policy, an AI agent could call rebalance_portfolio repeatedly, creating or modifying resources faster than any human could review. PolicyLayer's rate limiting ensures write operations happen at a controlled pace, and argument validation catches malformed or unexpected inputs before they reach Calculators.
Write tools can modify data. A rate limit prevents runaway bulk operations from AI agents.
{
"version": "1",
"default": "deny",
"tools": {
"rebalance_portfolio": {
"limits": [
{
"counter": "rebalance_portfolio_rate",
"window": "minute",
"max": 30,
"scope": "grant"
}
]
}
}
}See the full Calculators policy for all 6 tools.
These attack patterns abuse exactly the kind of access rebalance_portfolio gives an agent. Each links to the full case and the policy that stops it:
Other write tools across the catalogue. The same approach applies to each: rate-limit and validate the arguments.
Rebalance a multi-currency portfolio: given holdings, per-holding (or per-asset-class) target weights, cash and FX rates, return the exact BUY/SELL trades to reach the targets, the per-currency cash movements (flagging foreign-cash overdrafts), and a summary. Planning math only — no transaction costs or taxes.. It is categorised as a Write tool in the Calculators MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
Register the Calculators MCP server in PolicyLayer and add a rule for rebalance_portfolio: 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 Calculators. Nothing to install.
rebalance_portfolio is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the rebalance_portfolio 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 rebalance_portfolio. 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.
rebalance_portfolio is provided by the Calculators MCP server (https://mcp.retirecrunch.com/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 Calculators tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
Free to start. No card required.
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