get_account_balance

Get account balance information for stock and/or futures accounts

Server Shioaji MCP Server offbeat-studio/shioaji-mcp
Category Read
Risk class Low
Parameters 00 required

What get_account_balance does on Shioaji MCP Server

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

Why get_account_balance needs a policy

This tool retrieves account balance information without side effects. It is a query operation that does not create, modify, delete, or execute any transactions. While it accesses financial account data (which is sensitive), the action itself is purely informational. The context shows this is part of a trading API where other tools (place_order, cancel_order) handle write/execute operations.

From the tool's definition Tool name 'get_account_balance' and description 'Get account balance information for stock and/or futures accounts' indicate a read-only retrieval operation that queries existing account data without modification, deletion, or execution of trades.

Questions about get_account_balance

What does the get_account_balance tool do? +

Get account balance information for stock and/or futures accounts. It is categorised as a Read tool in the Shioaji MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_account_balance? +

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

What risk level is get_account_balance? +

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

Can I rate-limit get_account_balance? +

Yes. Add a rate_limit block to the get_account_balance 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_account_balance completely? +

Set action: deny in the PolicyLayer policy for get_account_balance. 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_account_balance? +

get_account_balance is provided by the Shioaji MCP Server MCP server (offbeat-studio/shioaji-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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