get_portfolio_timeseries · IB Analytics MCP Server MCP

WHAT IT DOES

What get_portfolio_timeseries does on IB Analytics MCP Server

AI agents call get_portfolio_timeseries 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_portfolio_timeseries needs a policy

This tool retrieves or queries portfolio time-series data without modifying it. While the empty description lowers confidence slightly, the name and server context clearly indicate data retrieval.

From the tool's definition Tool name 'get_portfolio_timeseries' indicates retrieval of portfolio data over time. Server context describes 'automated data fetching' and 'performance analysis'.

Attacks that exploit this kind of access

Questions about get_portfolio_timeseries

What does the get_portfolio_timeseries tool do? +

get_portfolio_timeseries. 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_portfolio_timeseries? +

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

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

Can I rate-limit get_portfolio_timeseries? +

Yes. Add a rate_limit block to the get_portfolio_timeseries 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_portfolio_timeseries completely? +

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

get_portfolio_timeseries 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.