Multi-year, multi-stack equity-funding optimizer. Given a target after-tax amount and a deadline (down payment, tax bill, expansion check), returns four named plans on the risk/wealth frontier: lockInNow (sell today, zero price risk), balanced (bracket-aware spread across months), holdForGrowth (...
Risk signalsHigh parameter count (25 properties) · Bulk/mass operation — affects multiple targets
Part of the Optionsahoy Mcp server.
Free to start. No card required.
AI agents use equity_funding_plan to create or modify resources in Optionsahoy Mcp. 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 equity_funding_plan 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 Optionsahoy Mcp.
Write tools can modify data. A rate limit prevents runaway bulk operations from AI agents.
{
"version": "1",
"default": "deny",
"tools": {
"equity_funding_plan": {
"limits": [
{
"counter": "equity_funding_plan_rate",
"window": "minute",
"max": 30,
"scope": "grant"
}
]
}
}
}See the full Optionsahoy Mcp policy for all 7 tools.
These attack patterns abuse exactly the kind of access equity_funding_plan 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.
Multi-year, multi-stack equity-funding optimizer. Given a target after-tax amount and a deadline (down payment, tax bill, expansion check), returns four named plans on the risk/wealth frontier: lockInNow (sell today, zero price risk), balanced (bracket-aware spread across months), holdForGrowth (sell at the deadline, max upside), and recommended (the wealth-maximal plan whose lognormal shortfall is at or below riskToleranceShortfall, default 10%). Also returns frontier, the full hybrid sweep between Lock-in-now and Balanced. Each NamedPlan carries plan (schedule, totals, after-tax cash, retained shares), wealthAtTarget, totalTax, shortfallProbability. Use this when an equity holder needs cash by a deadline; for the upstream tax math on RSU/NSO/ISO events that PRODUCED the holdings, call rsu_sell_vs_hold / nso_calculate / amt_iso_optimize first. Out of scope: FICA, AMT, QSBS routing (use qsbs_check). Pass multi-ticker holdings via stacks; single-stack legacy callers can use top-level lots + currentPrice. Example: {targetAfterTax: 400000, targetDate: "2028-06-01", stacks: [{ticker: "NVDA", currentPrice: 140, expectedAnnualGrowth: 0.15, volatility: 0.45, lots: [{shares: 4000, costBasisPerShare: 60, acquisitionDate: "2023-06-15"}]}], ordinaryIncome: 280000, filingStatus: "married_joint", stateCode: "CA", cashInterestRate: 0.04, riskToleranceShortfall: 0.10}. IMPORTANT: every field listed in required must come from the user's message. The model invoking this tool MUST NOT invent a value for any required field. If the user did not supply it, ask the user. For enum fields that accept unsure, pass unsure when the user does not know; do not guess yes/no.. It is categorised as a Write tool in the Optionsahoy Mcp MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
Register the Optionsahoy MCP server in PolicyLayer and add a rule for equity_funding_plan: 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 Optionsahoy Mcp. Nothing to install.
equity_funding_plan 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 equity_funding_plan 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 equity_funding_plan. 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.
equity_funding_plan is provided by the Optionsahoy MCP server (https://optionsahoy.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 7 Optionsahoy Mcp tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
Free to start. No card required.
4,600+ MCP servers and 31,000+ tools scanned and risk-classified.