AI agents call get_account_summary to retrieve information from Ib Async without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves account information without modifying or executing any actions. It falls clearly into the Read category. Severity is medium rather than low because unauthorized access to account summaries could expose sensitive financial data including portfolio composition, cash balances, and margin requirements, though the tool itself does not execute trades or move funds.
From the tool's definition Tool name 'get_account_summary' and description 'Get account summary' indicate a retrieval operation with no modification. Retrieval of account summary data constitutes a Read operation.
Attacks that exploit this kind of access
Get account summary. It is categorised as a Read tool in the Ib Async MCP Server, which means it retrieves data without modifying state.
Register the Ib Async MCP server in PolicyLayer and add a rule for get_account_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 Ib Async. Nothing to install.
get_account_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_account_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_account_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_account_summary is provided by the Ib Async MCP server (nadavgb-atom/ib-async-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.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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