analyze_tax

analyze_tax

Server IB Analytics MCP Server knishioka/ib-sec-mcp
Category Read
Risk class Low
Parameters 00 required

What analyze_tax does on IB Analytics MCP Server

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

Why analyze_tax needs a policy

Tax analysis on a portfolio fetches and processes existing data to generate insights without modifying, deleting, or executing operations that affect account state or external systems. The server's core function is 'automated data fetching and...analytics', positioning all 'analyze_*' tools in the Read category.

From the tool's definition Tool name 'analyze_tax' combined with server's stated purpose of 'analysis...provides...tax...analysis' indicates a read-only analytical operation.

Questions about analyze_tax

What does the analyze_tax tool do? +

analyze_tax. It is categorised as a Read tool in the IB Analytics MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on analyze_tax? +

Register the IB Analytics MCP Server MCP server in PolicyLayer and add a rule for analyze_tax: 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 IB Analytics MCP Server. Nothing to install.

What risk level is analyze_tax? +

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

Can I rate-limit analyze_tax? +

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

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

analyze_tax is provided by the IB Analytics MCP Server MCP server (knishioka/ib-sec-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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