Builds comprehensive holdings with dividend information and performance metrics.
AI agents call build_holdings 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.
The tool aggregates and computes holdings data (dividends, performance metrics) from existing account information. 'Builds' here refers to constructing a data view/report, not creating or modifying any records. No side effects are implied. Severity is low as misuse only exposes portfolio data.
From the tool's definition 'Builds comprehensive holdings with dividend information and performance metrics' — this is a data retrieval/aggregation operation that compiles existing holdings data
Documented attack patterns abuse exactly the kind of access build_holdings gives an agent:
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 build_holdings:
{
"version": "1",
"default": "deny",
"tools": {
"build_holdings": {}
}
}build_holdings is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.
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Builds comprehensive holdings with dividend information and performance metrics. 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 build_holdings: 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.
build_holdings 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 build_holdings 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 build_holdings. 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.
build_holdings 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.
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.