portfolio_value

Total portfolio value in USD for the trade wallet. Reads balances of all 14 allowed tokens, quotes each to USD via Uniswap V3. READ-ONLY, no signing needed. Works without wallet (returns empty portfolio).

Server Baselings jimbo530/baselings-mcp
Category Read
Risk class Low
Parameters 00 required

What portfolio_value does on Baselings

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

Why portfolio_value needs a policy

This tool only retrieves financial data (token balances and their USD valuations) without creating, modifying, or executing any transactions. It has no side effects and cannot be abused to move money or change wallet state. The low severity reflects minimal blast radius if invoked by an agent—at worst, it performs an unnecessary read operation.

From the tool's definition Tool description explicitly states 'READ-ONLY, no signing needed' and 'Reads balances of all 14 allowed tokens, quotes each to USD'. The function retrieves and queries portfolio data without modifying state.

Questions about portfolio_value

What does the portfolio_value tool do? +

Total portfolio value in USD for the trade wallet. Reads balances of all 14 allowed tokens, quotes each to USD via Uniswap V3. READ-ONLY, no signing needed. Works without wallet (returns empty portfolio). It is categorised as a Read tool in the Baselings MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on portfolio_value? +

Register the Baselings MCP server in PolicyLayer and add a rule for portfolio_value: 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 Baselings. Nothing to install.

What risk level is portfolio_value? +

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

Can I rate-limit portfolio_value? +

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

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

portfolio_value is provided by the Baselings MCP server (jimbo530/baselings-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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