Get aggregated net worth, asset breakdown, and liabilities.
AI agents call get_portfolio_summary 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.
This tool queries and returns aggregated financial data (net worth, asset breakdown, liabilities) without modifying, deleting, or executing any operations. It is purely informational retrieval, fitting the Read category. While the data is sensitive financial information, the tool itself poses minimal risk as it only retrieves existing data without the ability to modify state or trigger external actions.
From the tool's definition Tool name 'get_portfolio_summary' and description 'Get aggregated net worth, asset breakdown, and liabilities' indicate a read-only retrieval operation with no side effects.
Attacks that exploit this kind of access
Get aggregated net worth, asset breakdown, and liabilities. It is categorised as a Read tool in the Corpus MCP Server MCP Server, which means it retrieves data without modifying state.
Register the Corpus MCP Server MCP server in PolicyLayer and add a rule for get_portfolio_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 Corpus MCP Server. Nothing to install.
get_portfolio_summary is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the get_portfolio_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.
Set action: deny in the PolicyLayer policy for get_portfolio_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.
get_portfolio_summary 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.
Every MCP server has a record like this.
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