get_portfolio_snapshot
AI agents call get_portfolio_snapshot 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.
This tool retrieves a snapshot of portfolio state without modifying or executing actions. However, severity is elevated to medium due to financial sensitivity: portfolio snapshots contain holdings, positions, and account values that could be sensitive if exposed to unauthorized parties or used to inform financial decisions by a compromised agent.
From the tool's definition Tool name 'get_portfolio_snapshot' indicates data retrieval with no modification. Server context describes 'automated data fetching' and 'analysis' capabilities.
Attacks that exploit this kind of access
get_portfolio_snapshot. It is categorised as a Read tool in the IB Analytics MCP Server MCP Server, which means it retrieves data without modifying state.
Register the IB Analytics MCP Server MCP server in PolicyLayer and add a rule for get_portfolio_snapshot: 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.
get_portfolio_snapshot is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the get_portfolio_snapshot 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.
Set action: deny in the PolicyLayer policy for get_portfolio_snapshot. 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.
get_portfolio_snapshot 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.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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