Returns consolidated portfolio composition and holdings-level aggregates for a fund (ETF or mutual fund), including asset allocation, sector exposure, and aggregated valuation characteristics of the underlying holdings. For stocks, all fields return null. Use to populate Holdings Overview or Port...
Part of the Finimpulse MCP server. Enforce policies on this tool with Intercept, the open-source MCP proxy.
AI agents call get_holdings_general to retrieve information from Finimpulse 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_holdings_general 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.
tools:
get_holdings_general:
rules:
- action: allowSee the full Finimpulse policy for all 27 tools.
Agents calling read-class tools like get_holdings_general have been implicated in these attack patterns. Read the full case and prevention policy for each:
Other tools in the Read risk category across the catalogue. The same policy patterns (rate-limit, allow) apply to each.
Returns consolidated portfolio composition and holdings-level aggregates for a fund (ETF or mutual fund), including asset allocation, sector exposure, and aggregated valuation characteristics of the underlying holdings. For stocks, all fields return null. Use to populate Holdings Overview or Portfolio Composition sections.. It is categorised as a Read tool in the Finimpulse MCP Server, which means it retrieves data without modifying state.
Add a rule in your Intercept YAML policy under the tools section for get_holdings_general. You can allow, deny, rate-limit, or validate arguments. Then run Intercept as a proxy in front of the Finimpulse MCP server.
get_holdings_general 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_holdings_general rule in your Intercept 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 Intercept policy for get_holdings_general. 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_holdings_general is provided by the Finimpulse MCP server (finimpulse-mcp-server). Intercept sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic policy on every MCP tool call. Per-identity grants. Full audit log.