portfolio_get_summary

Full portfolio summary across BTC and STX with USD valuations.

SERVERBitcoin wallet MCP server SOURCEmarkmhendrickson/mcp-server-bitcoin

Low RISK CLASS

Category Read

Parameters 00 required

Recommended Allowedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/markmhendrickson-mcp-server-bitcoin/portfolio-get-summary.md

WHAT IT DOES

What portfolio_get_summary does on Bitcoin wallet MCP server

AI agents call portfolio_get_summary to retrieve information from Bitcoin wallet MCP server without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

RISK

Why portfolio_get_summary is rated Low

This tool retrieves and displays portfolio information (balance, valuation) without performing any state-changing operations. While it exposes sensitive financial data that could be valuable to an attacker, the tool itself is read-only and carries minimal risk of direct harm when misused—an AI agent querying this tool cannot move funds, delete data, or incur financial obligations.

From the tool's definition Tool name 'portfolio_get_summary' and description 'Full portfolio summary across BTC and STX with USD valuations' indicate a retrieval operation that queries and returns portfolio data without modifying, deleting, or moving assets.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs portfolio_get_summary safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Bitcoin wallet MCP server, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For portfolio_get_summary, this is the rule to start with:

portfolio_get_summary Allowed

portfolio_get_summary is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

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

ALLOW ONLY THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Bitcoin wallet MCP server, apply this rule, and every portfolio_get_summary call is checked against it from then on.

FAQ

Questions about portfolio_get_summary

What does the portfolio_get_summary tool do? +

Full portfolio summary across BTC and STX with USD valuations. It is categorised as a Read tool in the Bitcoin wallet MCP server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on portfolio_get_summary? +

Register the Bitcoin wallet MCP server MCP server in PolicyLayer and add a rule for portfolio_get_summary: 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 Bitcoin wallet MCP server. Nothing to install.

What risk level is portfolio_get_summary? +

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

Can I rate-limit portfolio_get_summary? +

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

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

portfolio_get_summary is provided by the Bitcoin wallet MCP server MCP server (markmhendrickson/mcp-server-bitcoin). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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