get_institutional_ownership

THE RISK

Low Risk

Why get_institutional_ownership needs a policy

This tool retrieves public financial ownership data without creating, modifying, deleting, or executing any operations. It is a straightforward read-only query with minimal risk if misused—an agent obtaining institutional ownership percentages causes no harm to data or systems.

From the tool's definition Tool description states 'Get institutional and insider ownership percentages for a stock' — a retrieval operation that queries ownership data with no modification or side effects.

Documented attack patterns abuse exactly the kind of access get_institutional_ownership gives an agent:

POLICY

How to control get_institutional_ownership

PolicyLayer is an MCP gateway — it sits between your AI agents and SEC MCP, and nothing reaches the server without passing your rules. This is the rule we recommend for get_institutional_ownership:

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "get_institutional_ownership": {}
  }
}

get_institutional_ownership is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.

Create a free account and register SEC MCP — nothing to install.
Add this policy — paste it, or build it visually.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

CAP THIS TOOL →

Free to start. No card required.

EXPLORE

Related tools and policies

More SEC MCP tools

Execute parse_research_request Parse a natural language research request into MCP commands Execute perform_dcf_valuation Perform advanced DCF valuation with Monte Carlo simulation Write create_research_plan Create a comprehensive research plan for a stock Read parse_xbrl_data Parse XBRL structured financial data from SEC filings Read parse_xbrl_financials Parse XBRL financial data from SEC filings with advanced metrics Read analyze_employee_sentiment Analyze employee sentiment and company culture indicators Read analyze_hiring_trends Analyze company hiring trends through job postings Read analyze_news_sentiment Analyze sentiment of news headlines using keyword analysis

All 62 SEC MCP tools →

Read tools on other servers

M-Team MCP Server get_torrent_detail YouTube MCP Server search_channel Android Forensics ADB MCP Server parse_browser_history 0xarchive web3_challenge

Go deeper

The MCP Attack Database → Documented attack patterns against MCP deployments — and the policies that stop them.
Data exfiltration → How read access becomes an exfiltration channel when chained with untrusted content.
MCP token cost → What connecting this server costs in context-window tokens on every request.
Rate Limiting MCP Tool Calls: A Practical Guide →
MCP Security: Why Prompt Guardrails Aren't Enough →

FAQ

Questions about get_institutional_ownership

What does the get_institutional_ownership tool do? +

Get institutional and insider ownership percentages for a stock. It is categorised as a Read tool in the SEC MCP MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_institutional_ownership? +

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

What risk level is get_institutional_ownership? +

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

Can I rate-limit get_institutional_ownership? +

Yes. Add a rate_limit block to the get_institutional_ownership 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_institutional_ownership completely? +

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

get_institutional_ownership is provided by the SEC MCP server (luisrincon23/sec-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

Enforce policy on every SEC MCP tool call.

Start from SEC MCP, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

CHECK YOUR STACK →