get_equity_balances

Get detailed equity/stock holdings

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

What get_equity_balances does on KSEI MCP

AI agents call get_equity_balances 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_equity_balances needs a policy

The tool retrieves and queries equity holding data from a financial portfolio system. While it accesses financial information, it performs no write, execute, destructive, or financial transaction operations—it simply reads existing data. The severity is low because misuse would only expose information rather than cause financial loss or data destruction.

From the tool's definition Tool name 'get_equity_balances' and description 'Get detailed equity/stock holdings' indicate retrieval of portfolio data with no modification capability. This is a read-only query operation.

Questions about get_equity_balances

What does the get_equity_balances tool do? +

Get detailed equity/stock holdings. 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_equity_balances? +

Register the KSEI MCP server in PolicyLayer and add a rule for get_equity_balances: 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_equity_balances? +

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

Can I rate-limit get_equity_balances? +

Yes. Add a rate_limit block to the get_equity_balances 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_equity_balances completely? +

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

get_equity_balances 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.

// LOOK UP ANOTHER 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.

Teams ship this data inside their own products. See what a licence covers →

// GET IN TOUCH

Have a question or want to learn more? Send us a message.

Message sent.

We'll get back to you soon.