get_portfolio_value

Get total portfolio value across all liquidity positions for an account. Returns estimated CSPR and USD values.

Server CSPR[dot]trade MCP make-software/cspr-trade-mcp
Category Read
Risk class Low
Parameters 00 required

What get_portfolio_value does on CSPR[dot]trade MCP

AI agents call get_portfolio_value to retrieve information from CSPR[dot]trade MCP without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why get_portfolio_value needs a policy

This tool performs a data retrieval operation—it queries and returns calculated portfolio information for an account. It has no side effects, does not modify state, does not execute trades or transactions, and does not destroy data. The verb 'get' combined with 'returns' confirms read-only intent.

From the tool's definition Tool name 'get_portfolio_value' and description 'Get total portfolio value across all liquidity positions for an account.

Questions about get_portfolio_value

What does the get_portfolio_value tool do? +

Get total portfolio value across all liquidity positions for an account. Returns estimated CSPR and USD values. It is categorised as a Read tool in the CSPR[dot]trade MCP MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_portfolio_value? +

Register the CSPR[dot]trade MCP server in PolicyLayer and add a rule for get_portfolio_value: 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 CSPR[dot]trade MCP. Nothing to install.

What risk level is get_portfolio_value? +

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

Can I rate-limit get_portfolio_value? +

Yes. Add a rate_limit block to the get_portfolio_value 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_portfolio_value completely? +

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

get_portfolio_value is provided by the CSPR[dot]trade MCP server (make-software/cspr-trade-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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