Get a comprehensive portfolio summary with adaptive insights and recommendations.
AI agents call get_portfolio_summary_tool to retrieve information from Alpaca MCP Gold Standard without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves and queries existing portfolio data to generate summaries and insights. It has no side effects—it does not execute trades, modify positions, delete data, or move money. Despite operating in a financial trading context, the tool itself is a passive data retrieval operation (Read category), not a Financial action.
From the tool's definition Tool name 'get_portfolio_summary_tool' and description 'Get a comprehensive portfolio summary with adaptive insights and recommendations' indicate retrieval of portfolio data without modification.
Attacks that exploit this kind of access
Get a comprehensive portfolio summary with adaptive insights and recommendations. It is categorised as a Read tool in the Alpaca MCP Gold Standard MCP Server, which means it retrieves data without modifying state.
Register the Alpaca MCP Gold Standard MCP server in PolicyLayer and add a rule for get_portfolio_summary_tool: 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 Alpaca MCP Gold Standard. Nothing to install.
get_portfolio_summary_tool 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_portfolio_summary_tool 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_portfolio_summary_tool. 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_portfolio_summary_tool is provided by the Alpaca MCP Gold Standard MCP server (joravetz/alpaca-mcp-gold). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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