calcular_score_exposicao_patrimonial

Avalia o risco patrimonial em 4 eixos: concentração, proteção, liquidez e vulnerabilidades. Retorna score 0-100 (maior = mais protegido) + recomendações priorizadas. Retorna: scoreFinal, classificacaoRisco, scoreConcentracao, scoreProtecao, scoreLiquidez, scoreVulnerabilidades, recomendacoesPrior...

Server Contaí — Calculadoras Fiscais Brasileiras @contai-evoluke/mcp-server
Category Read
Risk class Low
Parameters 121 required

What calcular_score_exposicao_patrimonial does on Contaí — Calculadoras Fiscais Brasileiras

AI agents call calcular_score_exposicao_patrimonial 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.

ParameterTypeRequiredDescription
temHolding boolean true se possui holding familiar estruturada
temSeguroVida boolean true se possui seguro de vida ativo
percentExterior number Percentual do patrimônio no exterior (0 a 100)
percentRendaFixa number Percentual do patrimônio em renda fixa (0 a 100)
patrimonioTotalCents integer Yes Patrimônio total em centavos. Ex: R$ 1.000.000 = 100000000
percentRendaVariavel number Percentual do patrimônio em renda variável (0 a 100)
temReservaEmergencia boolean true se possui reserva de emergência adequada
percentEmpresaPropria number Percentual do patrimônio em empresa própria (0 a 100)
percentImoveisProprios number Percentual do patrimônio em imóveis próprios (0 a 100)
rendaPrincipalUnicaFonte boolean true se toda a renda vem de uma única fonte
imoveisFinanciadosPercent number Percentual dos imóveis que ainda estão financiados (0 a 100)
temPlanejamentoSucessorio boolean true se possui testamento ou planejamento sucessório formal

Parameters from the server's own tool schema.

Why calcular_score_exposicao_patrimonial needs a policy

This tool performs read-only analysis and assessment of patrimonial risk exposure, returning calculated metrics and recommendations. It retrieves or computes data without creating, modifying, deleting, or executing external operations. The output is informational guidance (risk score 0-100 and prioritized recommendations) with no side effects on actual financial accounts or data structures.

From the tool's definition Tool description states it 'Avalia' (evaluates/assesses) risk and 'Retorna' (returns) a score and recommendations. No modifications, deletions, or financial transactions are performed—only data retrieval and analysis of existing financial information.

Risk signalsHigh parameter count (13 properties)

Questions about calcular_score_exposicao_patrimonial

What does the calcular_score_exposicao_patrimonial tool do? +

Avalia o risco patrimonial em 4 eixos: concentração, proteção, liquidez e vulnerabilidades. Retorna score 0-100 (maior = mais protegido) + recomendações priorizadas. Retorna: scoreFinal, classificacaoRisco, scoreConcentracao, scoreProtecao, scoreLiquidez, scoreVulnerabilidades, recomendacoesPriorizadas. It is categorised as a Read tool in the Contaí — Calculadoras Fiscais Brasileiras MCP Server, which means it retrieves data without modifying state.

What parameters does calcular_score_exposicao_patrimonial accept? +

calcular_score_exposicao_patrimonial accepts 12 parameters: temHolding, temSeguroVida, percentExterior, percentRendaFixa, patrimonioTotalCents, percentRendaVariavel, temReservaEmergencia, percentEmpresaPropria, percentImoveisProprios, rendaPrincipalUnicaFonte, imoveisFinanciadosPercent, temPlanejamentoSucessorio. Required: patrimonioTotalCents. The full parameter table on this page comes from the server's own tool schema.

How do I enforce a policy on calcular_score_exposicao_patrimonial? +

Register the Contaí — Calculadoras Fiscais Brasileiras MCP server in PolicyLayer and add a rule for calcular_score_exposicao_patrimonial: 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.

What risk level is calcular_score_exposicao_patrimonial? +

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

Can I rate-limit calcular_score_exposicao_patrimonial? +

Yes. Add a rate_limit block to the calcular_score_exposicao_patrimonial 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 calcular_score_exposicao_patrimonial completely? +

Set action: deny in the PolicyLayer policy for calcular_score_exposicao_patrimonial. 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 calcular_score_exposicao_patrimonial? +

calcular_score_exposicao_patrimonial 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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