sync_daily_snapshot

sync_daily_snapshot

Server IB Analytics MCP Server knishioka/ib-sec-mcp
Category Read
Risk class Low
Parameters 00 required

What sync_daily_snapshot does on IB Analytics MCP Server

AI agents call sync_daily_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.

Why sync_daily_snapshot needs a policy

The tool name implies fetching or synchronizing a snapshot of daily portfolio data—a read operation. The empty description reduces confidence, but context from sibling tools (all analytics/analysis operations) and the server's stated purpose ('automated data fetching and...analytics') strongly suggests this is a Read operation.

From the tool's definition Tool name 'sync_daily_snapshot' suggests data retrieval and synchronization of portfolio state. Description is empty, limiting precision.

Questions about sync_daily_snapshot

What does the sync_daily_snapshot tool do? +

sync_daily_snapshot. 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 sync_daily_snapshot? +

Register the IB Analytics MCP Server MCP server in PolicyLayer and add a rule for sync_daily_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.

What risk level is sync_daily_snapshot? +

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

Can I rate-limit sync_daily_snapshot? +

Yes. Add a rate_limit block to the sync_daily_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.

How do I block sync_daily_snapshot completely? +

Set action: deny in the PolicyLayer policy for sync_daily_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.

What MCP server provides sync_daily_snapshot? +

sync_daily_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.

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