schwab_account_numbers

Get Schwab account numbers and their hashes.

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/schwab-account-numbers.md

WHAT IT DOES

What schwab_account_numbers does on Open Stocks MCP

AI agents call schwab_account_numbers 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 schwab_account_numbers is rated Low

This tool retrieves account identifiers and their hashes—metadata about existing accounts. It does not create, modify, delete, or execute anything; it is a simple read/query operation. Even though account numbers are sensitive information, the tool itself performs no destructive, financial, or executable actions.

From the tool's definition Tool name 'schwab_account_numbers' and description 'Get Schwab account numbers and their hashes' indicate a retrieval operation with no modification, deletion, or execution of external operations.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

schwab_account_numbers Allowed

schwab_account_numbers 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": {
    "schwab_account_numbers": {}
  }
}

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 schwab_account_numbers call is checked against it from then on.

FAQ

Questions about schwab_account_numbers

What does the schwab_account_numbers tool do? +

Get Schwab account numbers and their hashes. 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 schwab_account_numbers? +

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

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

Can I rate-limit schwab_account_numbers? +

Yes. Add a rate_limit block to the schwab_account_numbers 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 schwab_account_numbers completely? +

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

schwab_account_numbers 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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