Get account balances for a Schwab account.
AI agents call schwab_account_balances 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.
This tool retrieves financial account balance information from a Schwab account. While the data is sensitive (financial information), the tool itself performs only a read operation—querying and returning account balance data without creating, modifying, deleting, or executing any transactions.
From the tool's definition Tool name 'schwab_account_balances' and description 'Get account balances for a Schwab account' indicate data retrieval with no modification or side effects.
Documented attack patterns abuse exactly the kind of access schwab_account_balances 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 schwab_account_balances:
{
"version": "1",
"default": "deny",
"tools": {
"schwab_account_balances": {}
}
}schwab_account_balances is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.
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Get account balances for a Schwab account. 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 schwab_account_balances: 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.
schwab_account_balances 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 schwab_account_balances 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 schwab_account_balances. 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.
schwab_account_balances 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.
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152 Open Stocks MCP tools catalogued and risk-classified — across an index of 43,000+ MCP servers.