clone_portfolio · Portfolio MCP: Risk & Policy

WHAT IT DOES

What clone_portfolio does on Portfolio

AI agents use clone_portfolio to create or update resources in Portfolio — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Portfolio environment.

WHY IT NEEDS A POLICY

Why clone_portfolio needs a policy

'Clone' typically means creating a new duplicate of an existing resource, which is a Write operation (reversible creation). Given the server context of investment portfolio management, misuse could create unwanted duplicate portfolios but is unlikely to cause financial harm directly. Confidence is reduced due to empty description.

From the tool's definition Tool name 'clone_portfolio' suggests creating a copy of an existing portfolio. Description is empty, so classification is based on name alone.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

clone_portfolio Rate-limited

clone_portfolio stays usable, but capped — an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "clone_portfolio": {
      "limits": [
        {
          "counter": "clone_portfolio_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL →

Instant setup, no code required.

PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches Portfolio, so you can run agents against it safely.

FAQ

Questions about clone_portfolio

What does the clone_portfolio tool do? +

clone_portfolio. It is categorised as a Write tool in the Portfolio MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on clone_portfolio? +

Register the Portfolio MCP server in PolicyLayer and add a rule for clone_portfolio: 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 Portfolio. Nothing to install.

What risk level is clone_portfolio? +

clone_portfolio is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit clone_portfolio? +

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

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

clone_portfolio is provided by the Portfolio MCP server (l4b4r4b4b4/portfolio-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.