generate_rebalancing_trades · IB Analytics MCP Server MCP

WHAT IT DOES

What generate_rebalancing_trades does on IB Analytics MCP Server

AI agents invoke generate_rebalancing_trades to trigger actions in IB Analytics MCP Server. What it does depends on the arguments the agent supplies, and its effects often reach beyond the immediate call — builds kicked off, notifications sent, workflows started.

WHY IT NEEDS A POLICY

Why generate_rebalancing_trades needs a policy

The tool name implies generating trades for rebalancing a portfolio. Given the server context includes 'add_limit_order' (a Write/Execute tool for placing orders), this tool likely either executes trades or generates actionable trade orders. The most severe plausible interpretation is Execute (triggering trade operations), potentially bordering on Financial if it directly commits orders.

From the tool's definition Tool name 'generate_rebalancing_trades' on a server with sibling tools like 'add_limit_order', suggesting it may trigger or prepare trade executions for portfolio rebalancing.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

generate_rebalancing_trades Rate-limited

generate_rebalancing_trades stays usable, but rate-capped — a runaway agent can't fire it dozens of times a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "generate_rebalancing_trades": {
      "limits": [
        {
          "counter": "generate_rebalancing_trades_rate",
          "window": "minute",
          "max": 10,
          "scope": "grant"
        }
      ]
    }
  }
}

RATE-LIMIT THIS TOOL →

Instant setup, no code required.

PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches IB Analytics MCP Server, so you can run agents against it safely.

FAQ

Questions about generate_rebalancing_trades

What does the generate_rebalancing_trades tool do? +

generate_rebalancing_trades. It is categorised as a Execute tool in the IB Analytics MCP Server MCP Server, which means it can trigger actions or run processes. Use rate limits and argument validation.

How do I enforce a policy on generate_rebalancing_trades? +

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

generate_rebalancing_trades is a Execute tool with high risk. Execute tools should be rate-limited and have argument validation enabled.

Can I rate-limit generate_rebalancing_trades? +

Yes. Add a rate_limit block to the generate_rebalancing_trades 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_rebalancing_trades completely? +

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

generate_rebalancing_trades 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.