AI agents call get_preferences to retrieve information from Schwab without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool queries and retrieves user preferences and streaming connection metadata without creating, modifying, deleting, or executing any operations. It is a pure read operation against user configuration data.
From the tool's definition Tool name 'get_preferences' combined with description 'Get user preferences and streaming connection info' indicates a retrieval operation with no modification or side effects.
Attacks that exploit this kind of access
Get user preferences and streaming connection info. It is categorised as a Read tool in the Schwab MCP Server, which means it retrieves data without modifying state.
Register the Schwab MCP server in PolicyLayer and add a rule for get_preferences: 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 Schwab. Nothing to install.
get_preferences 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_preferences 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_preferences. 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_preferences is provided by the Schwab MCP server (k1xme/schwab-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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