schwab_build_user_profile

Build a normalized Schwab user profile from account and preference data.

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-build-user-profile.md

WHAT IT DOES

What schwab_build_user_profile does on Open Stocks MCP

AI agents call schwab_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 schwab_build_user_profile is rated Low

This tool reads and normalizes existing account and preference data into a user profile. It appears to retrieve and transform data without creating, modifying, or deleting anything. The word 'build' here means constructing a data structure from existing data, not creating new records. Severity is low as it only reads/aggregates existing profile information.

From the tool's definition Build a normalized Schwab user profile from account and preference data

Attacks that exploit this kind of access

RECOMMENDED RULE

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

schwab_build_user_profile Allowed

schwab_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": {
    "schwab_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 schwab_build_user_profile call is checked against it from then on.

FAQ

Questions about schwab_build_user_profile

What does the schwab_build_user_profile tool do? +

Build a normalized Schwab user profile from account and preference data. 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_build_user_profile? +

Register the Open Stocks MCP server in PolicyLayer and add a rule for schwab_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 schwab_build_user_profile? +

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

Can I rate-limit schwab_build_user_profile? +

Yes. Add a rate_limit block to the schwab_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 schwab_build_user_profile completely? +

Set action: deny in the PolicyLayer policy for schwab_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 schwab_build_user_profile? +

schwab_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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