getPositionsSummary
The Positions Summary API provides a comprehensive snapshot of institutional holdings for a specific stock symbol. It tracks key metrics like the number of investors holding the stock, changes in the number of shares, total investment value, and ownership percentages over time.
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What getPositionsSummary does on Financial Modeling Prep (FMP) Server
AI agents call getPositionsSummary to retrieve information from Financial Modeling Prep (FMP) Server without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
year | string | number | — | Year of filing |
symbol | string | — | Stock symbol |
quarter | string | number | — | Quarter of filing (1-4) |
Parameters from the server's own tool schema.
Why getPositionsSummary is rated Low
getPositionsSummary is a data retrieval tool that aggregates and presents institutional investment position information. It performs no write operations, does not execute trades or financial transactions, does not delete data, and does not trigger external operations.
From the tool's definition Tool provides 'a comprehensive snapshot of institutional holdings' and 'tracks key metrics' - retrieves and queries existing financial data about investor positions without modifying, deleting, or executing transactions.
Attacks that exploit this kind of access
The rule that runs getPositionsSummary safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Financial Modeling Prep (FMP) Server , and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For getPositionsSummary, this is the rule to start with:
getPositionsSummary is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Financial Modeling Prep (FMP) Server , apply this rule, and every getPositionsSummary call is checked against it from then on.
Questions about getPositionsSummary
The Positions Summary API provides a comprehensive snapshot of institutional holdings for a specific stock symbol. It tracks key metrics like the number of investors holding the stock, changes in the number of shares, total investment value, and ownership percentages over time. It is categorised as a Read tool in the Financial Modeling Prep (FMP) Server MCP Server, which means it retrieves data without modifying state.
getPositionsSummary accepts 3 parameters: year, symbol, quarter. The full parameter table on this page comes from the server's own tool schema.
Register the Financial Modeling Prep (FMP) Server MCP server in PolicyLayer and add a rule for getPositionsSummary: 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 Financial Modeling Prep (FMP) Server . Nothing to install.
getPositionsSummary 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 getPositionsSummary 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 getPositionsSummary. 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.
getPositionsSummary is provided by the Financial Modeling Prep (FMP) Server MCP server (imbenrabi/financial-modeling-prep-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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