account_details
Gets comprehensive account details including buying power and cash balances.
This record as markdown: /tools/open-agent-tools-open-stocks-mcp/account-details.md
What account_details does on Open Stocks MCP
AI agents call account_details to retrieve information from Open Stocks MCP without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
Why account_details is rated Low
This tool retrieves financial account information (buying power, cash balances) without modifying or executing transactions. It is a Read operation. However, severity is high rather than low because the data retrieved is sensitive financial information that could be exploited if an AI agent leaks or misuses it (e.g., disclosing account balances, enabling social engineering).
From the tool's definition Tool name 'account_details' and description 'Gets comprehensive account details including buying power and cash balances' indicate data retrieval with no modification. The word 'Gets' confirms read-only operation.
Attacks that exploit this kind of access
The rule that runs account_details safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Open Stocks MCP, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For account_details, this is the rule to start with:
account_details is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Open Stocks MCP, apply this rule, and every account_details call is checked against it from then on.
Questions about account_details
Gets comprehensive account details including buying power and cash balances. It is categorised as a Read tool in the Open Stocks MCP MCP Server, which means it retrieves data without modifying state.
Register the Open Stocks MCP server in PolicyLayer and add a rule for account_details: 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 Open Stocks MCP. Nothing to install.
account_details 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 account_details 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 account_details. 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.
account_details is provided by the Open Stocks MCP server (open-agent-tools/open-stocks-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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