compare_portfolio_snapshots

compare_portfolio_snapshots

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

What compare_portfolio_snapshots does on IB Analytics MCP Server

AI agents call compare_portfolio_snapshots 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 compare_portfolio_snapshots needs a policy

The tool appears to compare portfolio snapshots, which is fundamentally a read operation that retrieves and analyzes existing portfolio data without creating, modifying, or deleting data. While the lack of description reduces confidence slightly, the name and context within a broader analytics platform point clearly to a Read classification.

From the tool's definition Tool name 'compare_portfolio_snapshots' indicates retrieval and comparison of portfolio state data. No description provided, but the naming convention and sibling tools (analyze_*) suggest data analysis without modification.

Questions about compare_portfolio_snapshots

What does the compare_portfolio_snapshots tool do? +

compare_portfolio_snapshots. 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 compare_portfolio_snapshots? +

Register the IB Analytics MCP Server MCP server in PolicyLayer and add a rule for compare_portfolio_snapshots: 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 compare_portfolio_snapshots? +

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

Can I rate-limit compare_portfolio_snapshots? +

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

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

compare_portfolio_snapshots 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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