Analyze a wallet's DeFi portfolio and surface relevant yield opportunities. Returns current positions enriched with available APY options, collateral health factors, and context-specific opportunities based on what the wallet actually holds. Use this when a user asks what they should do with thei...
Part of the Haiku DeFi MCP MCP server. Enforce policies on this tool with Intercept, the open-source MCP proxy.
AI agents call haiku_analyze_portfolio to retrieve information from Haiku DeFi MCP 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 haiku_analyze_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:
haiku_analyze_portfolio:
rules:
- action: allowSee the full Haiku DeFi MCP policy for all 7 tools.
Agents calling read-class tools like haiku_analyze_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.
Analyze a wallet's DeFi portfolio and surface relevant yield opportunities. Returns current positions enriched with available APY options, collateral health factors, and context-specific opportunities based on what the wallet actually holds. Use this when a user asks what they should do with their portfolio or wants yield optimization advice. Pair the output with haiku_discover_yields for broader market context, then use haiku_get_quote to execute.. It is categorised as a Read tool in the Haiku DeFi MCP MCP Server, which means it retrieves data without modifying state.
Add a rule in your Intercept YAML policy under the tools section for haiku_analyze_portfolio. You can allow, deny, rate-limit, or validate arguments. Then run Intercept as a proxy in front of the Haiku DeFi MCP MCP server.
haiku_analyze_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 haiku_analyze_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 haiku_analyze_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.
haiku_analyze_portfolio is provided by the Haiku DeFi MCP MCP server (haiku-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.