Aplica questionário de suitability baseado na Resolução CVM 30/2021 para classificar o perfil de risco do investidor em conservador, moderado ou arrojado. Avalia 6 dimensões com pontuação ponderada (horizonte, objetivo, tolerância a perda, experiência, reserva e dependência de renda). Retorna alo...
AI agents call calcular_perfil_investidor_suitability to retrieve information from Contaí — Calculadoras Fiscais Brasileiras without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
| Parameter | Type | Required | Description |
|---|---|---|---|
objetivo | string | Yes | Objetivo financeiro principal: preservar_capital, renda_regular, crescimento_moderado ou crescimento_agressivo. |
horizonte | string | Yes | Horizonte de investimento: "curto" = até 2 anos, "medio" = 2 a 5 anos, "longo" = acima de 5 anos. |
experiencia | string | Yes | Nível de experiência em investimentos: nenhuma, basica, intermediaria ou avancada. |
situacaoReserva | string | Yes | Situação da reserva de emergência: sem_reserva, ate3meses (até 3 meses), ate6meses (até 6 meses) ou acima6meses. |
toleranciaPerda | string | Yes | Tolerância máxima a perdas temporárias: zero, ate5pct (até 5%), ate20pct (até 20%) ou mais20pct (acima de 20%). |
dependenciaRenda | string | Yes | Dependência dos investimentos como fonte de renda: total (precisa dos rendimentos para viver), parcial ou nenhuma. |
Parameters from the server's own tool schema.
While the tool operates in a financial domain (investor suitability assessment per CVM regulations), it performs pure data analysis and classification based on questionnaire inputs. It reads investor characteristics, evaluates them against regulatory criteria, and returns informational recommendations. It does not execute trades, move money, create accounts, or modify any financial state.
From the tool's definition Tool applies a questionnaire to classify investor profile and returns suggested allocation and recommendations. Key verbs: 'classifica', 'avalia', 'retorna' (classify, evaluate, return).
Attacks that exploit this kind of access
Aplica questionário de suitability baseado na Resolução CVM 30/2021 para classificar o perfil de risco do investidor em conservador, moderado ou arrojado. Avalia 6 dimensões com pontuação ponderada (horizonte, objetivo, tolerância a perda, experiência, reserva e dependência de renda). Retorna alocação sugerida por classe de ativo, produtos indicados e alertas personalizados. It is categorised as a Read tool in the Contaí — Calculadoras Fiscais Brasileiras MCP Server, which means it retrieves data without modifying state.
calcular_perfil_investidor_suitability accepts 6 parameters: objetivo, horizonte, experiencia, situacaoReserva, toleranciaPerda, dependenciaRenda. Required: objetivo, horizonte, experiencia, situacaoReserva, toleranciaPerda, dependenciaRenda. The full parameter table on this page comes from the server's own tool schema.
Register the Contaí — Calculadoras Fiscais Brasileiras MCP server in PolicyLayer and add a rule for calcular_perfil_investidor_suitability: 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 Contaí — Calculadoras Fiscais Brasileiras. Nothing to install.
calcular_perfil_investidor_suitability 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 calcular_perfil_investidor_suitability 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 calcular_perfil_investidor_suitability. 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.
calcular_perfil_investidor_suitability is provided by the Contaí — Calculadoras Fiscais Brasileiras MCP server (@contai-evoluke/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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