simulate_rebalancing · IB Analytics MCP Server MCP

WHAT IT DOES

What simulate_rebalancing does on IB Analytics MCP Server

AI agents invoke simulate_rebalancing 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 simulate_rebalancing needs a policy

The name suggests simulating a portfolio rebalancing operation. 'Simulate' implies execution of a process (calculating and potentially placing trades), and given sibling tool 'add_limit_order' exists on the same server, there is a risk this tool could trigger real orders. However, 'simulate' often means read-only analysis. The empty description lowers confidence significantly.

From the tool's definition Tool name 'simulate_rebalancing' — description is empty and uninformative.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

simulate_rebalancing Rate-limited

simulate_rebalancing 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": {
    "simulate_rebalancing": {
      "limits": [
        {
          "counter": "simulate_rebalancing_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 simulate_rebalancing

What does the simulate_rebalancing tool do? +

simulate_rebalancing. 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 simulate_rebalancing? +

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

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

Can I rate-limit simulate_rebalancing? +

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

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

simulate_rebalancing 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.