create_portfolio · Portfolio MCP: Risk & Policy

WHAT IT DOES

What create_portfolio does on Portfolio

AI agents use create_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 create_portfolio needs a policy

Creating a portfolio is a reversible write operation—the sibling tool 'delete_portfolio' confirms portfolios can be modified/removed. This is not destructive (no irreversible loss) nor financial (no actual money movement, only portfolio data structure creation).

From the tool's definition Tool name is 'create_portfolio' which creates a new portfolio. Server context indicates this is a portfolio analysis system that 'manages investment portfolios.' The tool description is empty, but the name and server purpose establish that this performs…

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_portfolio Rate-limited

create_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": {
    "create_portfolio": {
      "limits": [
        {
          "counter": "create_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 create_portfolio

What does the create_portfolio tool do? +

create_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 create_portfolio? +

Register the Portfolio MCP server in PolicyLayer and add a rule for create_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 create_portfolio? +

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

Can I rate-limit create_portfolio? +

Yes. Add a rate_limit block to the create_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 create_portfolio completely? +

Set action: deny in the PolicyLayer policy for create_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 create_portfolio? +

create_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.