get_account_summary · IB Analytics MCP Server MCP

WHAT IT DOES

What get_account_summary does on IB Analytics MCP Server

AI agents call get_account_summary 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 IT NEEDS A POLICY

Why get_account_summary needs a policy

The 'get_' prefix strongly indicates a retrieval operation with no side effects. Within a financial portfolio analytics server, this tool fetches account summary data from Interactive Brokers. While the severity is elevated to 'medium' due to the sensitive financial information involved (account balances, positions, performance metrics), the tool itself performs no modifications, deletions, or financial transactions.

From the tool's definition Tool name 'get_account_summary' with 'get' prefix indicates data retrieval. Server context shows it accesses Interactive Brokers portfolio data.

Attacks that exploit this kind of access

Questions about get_account_summary

What does the get_account_summary tool do? +

get_account_summary. 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 get_account_summary? +

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

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

Can I rate-limit get_account_summary? +

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

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

get_account_summary 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.