get_portfolio_summary

ServerMcp Afip
CategoryRead

WHAT IT DOES

What get_portfolio_summary does on Mcp Afip

AI agents call get_portfolio_summary to retrieve information from Mcp Afip without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

THE RISK

Low Risk

Why get_portfolio_summary needs a policy

This tool retrieves and displays financial portfolio information. While the data is sensitive (portfolio composition and values), the operation is read-only with no side effects. No money moves, no records are modified or deleted, and no irreversible actions occur. The tool simply queries and presents consolidated portfolio data, making it a Read category risk.

From the tool's definition Tool description explicitly states it 'Returns' data (gross value, net value, allocation percentages, and estimated taxes) with no mention of modifications, deletions, or financial transactions.

Documented attack patterns abuse exactly the kind of access get_portfolio_summary gives an agent:

POLICY

How to control get_portfolio_summary

PolicyLayer is an MCP gateway — it sits between your AI agents and Mcp Afip, and nothing reaches the server without passing your rules. This is the rule we recommend for get_portfolio_summary:

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_portfolio_summary": {}
  }
}

get_portfolio_summary is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.

Create a free account and register Mcp Afip — nothing to install.
Add this policy — paste it, or build it visually.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

CAP THIS TOOL →

Free to start. No card required.

EXPLORE

Related tools and policies

More Mcp Afip tools

Financial authorize_transaction Authorize a transaction (reserve funds without capturing) via Braintree GraphQL authorizeP Financial cancel_collection Cancel a scheduled collection request Financial cancel_credit Cancel an authorized-but-uncaptured credit payment. Financial cancel_payment Attempt to cancel a payment that has not yet settled. Iniciador endpoint: POST /payments/{ Financial cancel_payment_intent Cancel a payment intent that has not yet been captured. Fails on already-captured intents; Financial cancel_recurrence Cancel an active recurrence. Future charges will stop; already-charged cycles are untouche Financial cancel_subscription Cancel a subscription by ID Financial revoke_token Revoke an issued access_token or refresh_token at POST /v1/token/revoke. Use to terminate

All 1300 Mcp Afip tools →

Read tools on other servers

M-Team MCP Server get_torrent_detail YouTube MCP Server search_channel Android Forensics ADB MCP Server parse_browser_history 0xarchive web3_challenge

Go deeper

The MCP Attack Database → Documented attack patterns against MCP deployments — and the policies that stop them.
Data exfiltration → How read access becomes an exfiltration channel when chained with untrusted content.
MCP token cost → What connecting this server costs in context-window tokens on every request.
Rate Limiting MCP Tool Calls: A Practical Guide →
MCP Security: Why Prompt Guardrails Aren't Enough →

FAQ

Questions about get_portfolio_summary

What does the get_portfolio_summary tool do? +

Consolidated portfolio summary across all asset classes held at BTG (fixed income, funds, equities, treasury, crypto). Returns gross value, net value, % allocation per class, and total IR/IOF estimate. It is categorised as a Read tool in the Mcp Afip MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_portfolio_summary? +

Register the Mcp Afip MCP server in PolicyLayer and add a rule for get_portfolio_summary: 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 Mcp Afip. Nothing to install.

What risk level is get_portfolio_summary? +

get_portfolio_summary is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit get_portfolio_summary? +

Yes. Add a rate_limit block to the get_portfolio_summary 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.

How do I block get_portfolio_summary completely? +

Set action: deny in the PolicyLayer policy for get_portfolio_summary. 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.

What MCP server provides get_portfolio_summary? +

get_portfolio_summary is provided by the Mcp Afip MCP server (codespar/mcp-dev-latam). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

Enforce policy on every Mcp Afip tool call.

Start from Mcp Afip, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

CHECK YOUR STACK →

Free to start. No card required.

1300 Mcp Afip tools catalogued and risk-classified — across an index of 43,000+ MCP servers.