Get complete portfolio view: all wallets plus LP positions in liquidity pools.
Part of the FINOPTIMA MCP server. Enforce policies on this tool with Intercept, the open-source MCP proxy.
AI agents call get_portfolio to retrieve information from FINOPTIMA 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_portfolio 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_portfolio:
rules:
- action: allowSee the full FINOPTIMA policy for all 35 tools.
Agents calling read-class tools like get_portfolio 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.
Get complete portfolio view: all wallets plus LP positions in liquidity pools.. It is categorised as a Read tool in the FINOPTIMA MCP Server, which means it retrieves data without modifying state.
Add a rule in your Intercept YAML policy under the tools section for get_portfolio. You can allow, deny, rate-limit, or validate arguments. Then run Intercept as a proxy in front of the FINOPTIMA MCP server.
get_portfolio 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_portfolio 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_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.
get_portfolio is provided by the FINOPTIMA MCP server (finoptima). Intercept sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Open source. One binary. Zero dependencies.
npx -y @policylayer/intercept