generate_portfolio_report

生成投资组合报告

Server Financial Report Generator MCP Server kennanyang/financial-report
Category Read
Risk class Low
Parameters 00 required

What generate_portfolio_report does on Financial Report Generator MCP Server

AI agents call generate_portfolio_report to retrieve information from Financial Report Generator MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why generate_portfolio_report needs a policy

The tool name and description indicate it generates a portfolio report, which is a read/aggregation operation producing a document. No evidence of writes, code execution, destructive actions, or financial transactions. Sibling tools suggest this server primarily reads financial data and generates reports.

From the tool's definition 生成投资组合报告 (Generate portfolio report) — report generation implies reading/aggregating data

Questions about generate_portfolio_report

What does the generate_portfolio_report tool do? +

生成投资组合报告. It is categorised as a Read tool in the Financial Report Generator MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on generate_portfolio_report? +

Register the Financial Report Generator MCP Server MCP server in PolicyLayer and add a rule for generate_portfolio_report: 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 Financial Report Generator MCP Server. Nothing to install.

What risk level is generate_portfolio_report? +

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

Can I rate-limit generate_portfolio_report? +

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

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

generate_portfolio_report is provided by the Financial Report Generator MCP Server MCP server (kennanyang/financial-report). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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