build_user_profile

Builds comprehensive user profile with equity, cash, and dividend totals.

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-user-profile.md

WHAT IT DOES

What build_user_profile does on Open Stocks MCP

AI agents call build_user_profile 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_user_profile is rated Low

The tool aggregates and computes a summary of the user's financial data (equity, cash, dividends) without modifying any state. It reads and consolidates existing account information into a profile view. No write, execute, destructive, or financial transaction operations are indicated.

From the tool's definition Builds comprehensive user profile with equity, cash, and dividend totals

Attacks that exploit this kind of access

RECOMMENDED RULE

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

build_user_profile Allowed

build_user_profile 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_user_profile": {}
  }
}

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_user_profile call is checked against it from then on.

FAQ

Questions about build_user_profile

What does the build_user_profile tool do? +

Builds comprehensive user profile with equity, cash, and dividend totals. 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_user_profile? +

Register the Open Stocks MCP server in PolicyLayer and add a rule for build_user_profile: 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_user_profile? +

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

Can I rate-limit build_user_profile? +

Yes. Add a rate_limit block to the build_user_profile 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_user_profile completely? +

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

build_user_profile 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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