get_portfolio_history

Get portfolio history.

Server Corpus MCP Server mathankarthik18/corpus-mcp
Category Read
Risk class Low
Parameters 00 required

What get_portfolio_history does on Corpus MCP Server

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

Why get_portfolio_history needs a policy

This tool retrieves historical portfolio data without creating, modifying, deleting, or executing any operations. It has no side effects and poses minimal risk if misused by an AI agent—the worst outcome is accessing sensitive financial information the agent may not be authorized to view, but no data is altered or transactions are executed. Classification as Read is appropriate.

From the tool's definition Tool name 'get_portfolio_history' and description 'Get portfolio history' indicate a retrieval operation with no modification or side effects. The verb 'Get' and the context of a financial tracking system confirm this is a query-only function.

Questions about get_portfolio_history

What does the get_portfolio_history tool do? +

Get portfolio history. It is categorised as a Read tool in the Corpus MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_portfolio_history? +

Register the Corpus MCP Server MCP server in PolicyLayer and add a rule for get_portfolio_history: 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 Corpus MCP Server. Nothing to install.

What risk level is get_portfolio_history? +

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

Can I rate-limit get_portfolio_history? +

Yes. Add a rate_limit block to the get_portfolio_history 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_history completely? +

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

get_portfolio_history is provided by the Corpus MCP Server MCP server (mathankarthik18/corpus-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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