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aggregated_portfolio

aggregated_portfolio

How to control aggregated_portfolio ↓

What aggregated_portfolio does on Open Stocks MCP

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

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Why aggregated_portfolio needs a policy

The tool name indicates it retrieves or aggregates existing portfolio information from the user's brokerage account(s). This is a Read operation with no side effects. However, confidence is reduced due to empty description.

From the tool's definition Tool name 'aggregated_portfolio' and server context (stock market data via broker APIs) suggest retrieval of portfolio data without modification. No description provided to confirm or refute.

Documented attack patterns abuse exactly the kind of access aggregated_portfolio gives an agent:

How to control aggregated_portfolio

PolicyLayer is an MCP gateway — it sits between your AI agents and Open Stocks MCP, and nothing reaches the server without passing your rules. This is the rule we recommend for aggregated_portfolio:

policy.json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "aggregated_portfolio": {}
  }
}

aggregated_portfolio is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.

  1. Create a free account and register Open Stocks MCP — nothing to install.
  2. Add this policy — paste it, or build it visually.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
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Related tools and policies

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Questions about aggregated_portfolio

What does the aggregated_portfolio tool do? +

aggregated_portfolio. It is categorised as a Read tool in the Open Stocks MCP MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on aggregated_portfolio? +

Register the Open Stocks MCP server in PolicyLayer and add a rule for aggregated_portfolio: 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.

What risk level is aggregated_portfolio? +

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

Can I rate-limit aggregated_portfolio? +

Yes. Add a rate_limit block to the aggregated_portfolio 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 aggregated_portfolio completely? +

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

aggregated_portfolio 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.

Enforce policy on every Open Stocks MCP tool call.

Start from Open Stocks MCP, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

Free to start. No card required.

152 Open Stocks MCP tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

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