get-zerodha-holdings

Get the Stock Market holdings of the user on Zerodha

Server Zerodha MCP Server maniklakhanpal/zerodha-mcp
Category Read
Risk class Low
Parameters 00 required

What get-zerodha-holdings does on Zerodha MCP Server

AI agents call get-zerodha-holdings to retrieve information from Zerodha MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why get-zerodha-holdings needs a policy

This is fundamentally a Read operation: it queries and retrieves user holdings data without side effects. Severity is elevated to 'high' rather than 'low' because the returned data is highly sensitive (reveals portfolio composition, asset allocation, and financial position), which could be misused if exposed to unauthorized parties or logged insecurely.

From the tool's definition Tool name and description explicitly state 'Get the Stock Market holdings' — a retrieval operation with no modification or execution. However, the data retrieved contains sensitive financial information (stock positions, quantities, valuations).

Questions about get-zerodha-holdings

What does the get-zerodha-holdings tool do? +

Get the Stock Market holdings of the user on Zerodha. It is categorised as a Read tool in the Zerodha MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get-zerodha-holdings? +

Register the Zerodha MCP Server MCP server in PolicyLayer and add a rule for get-zerodha-holdings: 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 Zerodha MCP Server. Nothing to install.

What risk level is get-zerodha-holdings? +

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

Can I rate-limit get-zerodha-holdings? +

Yes. Add a rate_limit block to the get-zerodha-holdings 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-zerodha-holdings completely? +

Set action: deny in the PolicyLayer policy for get-zerodha-holdings. 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-zerodha-holdings? +

get-zerodha-holdings is provided by the Zerodha MCP Server MCP server (maniklakhanpal/zerodha-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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