get_all_portfolios

Get all portfolio data concurrently (cash, equity, mutual funds, bonds, other)

Server KSEI MCP nichsedge/ksei-mcp
Category Read
Risk class Low
Parameters 00 required

What get_all_portfolios does on KSEI MCP

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

Why get_all_portfolios needs a policy

This tool retrieves and queries investment portfolio information (cash, equity, mutual funds, bonds, other holdings) without creating, modifying, or deleting data. It is a pure read operation. Severity is medium because portfolio data is sensitive financial information that could be misused if exposed to unauthorized agents, but the tool itself performs no destructive or financial actions.

From the tool's definition Tool name 'get_all_portfolios' and description 'Get all portfolio data concurrently' indicate data retrieval only. No mutation, deletion, execution, or financial transaction capabilities are present.

Questions about get_all_portfolios

What does the get_all_portfolios tool do? +

Get all portfolio data concurrently (cash, equity, mutual funds, bonds, other). It is categorised as a Read tool in the KSEI MCP MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_all_portfolios? +

Register the KSEI MCP server in PolicyLayer and add a rule for get_all_portfolios: 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 KSEI MCP. Nothing to install.

What risk level is get_all_portfolios? +

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

Can I rate-limit get_all_portfolios? +

Yes. Add a rate_limit block to the get_all_portfolios 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_all_portfolios completely? +

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

get_all_portfolios is provided by the KSEI MCP server (nichsedge/ksei-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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