build_holdings

Builds comprehensive holdings with dividend information and performance metrics.

SERVEROpen Stocks MCP SOURCEopen-agent-tools/open-stocks-mcp

Low RISK CLASS

Category Read

Parameters 00 required

Recommended Allowedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/open-agent-tools-open-stocks-mcp/build-holdings.md

WHAT IT DOES

What build_holdings does on Open Stocks MCP

AI agents call build_holdings 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.

RISK

Why build_holdings is rated Low

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

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs build_holdings 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 build_holdings, this is the rule to start with:

build_holdings Allowed

build_holdings is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "build_holdings": {}
  }
}

ALLOW ONLY THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Open Stocks MCP, apply this rule, and every build_holdings call is checked against it from then on.

FAQ

Questions about build_holdings

What does the build_holdings tool do? +

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.

How do I enforce a policy on build_holdings? +

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.

What risk level is build_holdings? +

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

Can I rate-limit build_holdings? +

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.

How do I block build_holdings completely? +

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.

What MCP server provides build_holdings? +

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.

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