investment_profile

Gets investment profile and risk assessment.

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/investment-profile.md

WHAT IT DOES

What investment_profile does on Open Stocks MCP

AI agents call investment_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 investment_profile is rated Low

This tool retrieves existing user profile and risk assessment data without creating, modifying, deleting, or executing any transactions. It is a straightforward query operation with no side effects. The low severity reflects minimal blast radius—an AI agent misusing this tool would only be able to read sensitive financial profile information, not alter it or move money.

From the tool's definition Tool name 'investment_profile' and description 'Gets investment profile and risk assessment' indicate data retrieval only. The verb 'Gets' and absence of any modification, deletion, or financial transaction language confirm read-only operation.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

investment_profile Allowed

investment_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": {
    "investment_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 investment_profile call is checked against it from then on.

FAQ

Questions about investment_profile

What does the investment_profile tool do? +

Gets investment profile and risk assessment. 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 investment_profile? +

Register the Open Stocks MCP server in PolicyLayer and add a rule for investment_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 investment_profile? +

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

Can I rate-limit investment_profile? +

Yes. Add a rate_limit block to the investment_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 investment_profile completely? +

Set action: deny in the PolicyLayer policy for investment_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 investment_profile? +

investment_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.

KEEP EXPLORING

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