Get account summary including cash, equity, and positions
AI agents call get_account_summary to retrieve information from Interactive Brokers MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool only queries and retrieves account information (cash balance, equity value, positions). It has no side effects, does not execute trades, does not modify account state, and does not create financial obligations. It is a read-only information retrieval operation.
From the tool's definition Tool description states 'Get account summary including cash, equity, and positions' - purely retrieves account data with no modification, deletion, or execution capabilities.
Attacks that exploit this kind of access
Get account summary including cash, equity, and positions. It is categorised as a Read tool in the Interactive Brokers MCP Server MCP Server, which means it retrieves data without modifying state.
Register the Interactive Brokers MCP Server MCP server in PolicyLayer and add a rule for get_account_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 Interactive Brokers MCP Server. Nothing to install.
get_account_summary 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 get_account_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.
Set action: deny in the PolicyLayer policy for get_account_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.
get_account_summary is provided by the Interactive Brokers MCP Server MCP server (jinyiabc/ibkr-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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