Tool mirror of trading://portfolio/summary resource for universal client compatibility.
AI agents call resource_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 portfolio summary information from the trading platform. No side effects, modifications, executions, deletions, or financial transactions are indicated. It is a straightforward data retrieval operation, consistent with the 'Read' category. The broader server context includes order execution and trading strategy tools, but this specific tool is isolated to summary retrieval.
From the tool's definition Tool name 'resource_portfolio_summary_tool' and description 'Tool mirror of trading://portfolio/summary resource' indicate a read-only retrieval of portfolio summary data.
Attacks that exploit this kind of access
Tool mirror of trading://portfolio/summary resource for universal client compatibility. 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 resource_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.
resource_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 resource_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 resource_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.
resource_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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