schwab_get_aggregate_positions

Aggregate Schwab positions across all linked accounts.

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-get-aggregate-positions.md

WHAT IT DOES

What schwab_get_aggregate_positions does on Open Stocks MCP

AI agents call schwab_get_aggregate_positions 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_get_aggregate_positions is rated Low

This tool retrieves and aggregates financial position data from brokerage accounts. It performs a read operation (querying account positions) with no side effects or modifications to data.

From the tool's definition The tool name is 'schwab_get_aggregate_positions' and the description states it 'Aggregate Schwab positions across all linked accounts.' The verb 'get' and 'aggregate' indicate data retrieval with no modification.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

schwab_get_aggregate_positions Allowed

schwab_get_aggregate_positions 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_get_aggregate_positions": {}
  }
}

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_get_aggregate_positions call is checked against it from then on.

FAQ

Questions about schwab_get_aggregate_positions

What does the schwab_get_aggregate_positions tool do? +

Aggregate Schwab positions across all linked accounts. 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_get_aggregate_positions? +

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

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

Can I rate-limit schwab_get_aggregate_positions? +

Yes. Add a rate_limit block to the schwab_get_aggregate_positions 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_get_aggregate_positions completely? +

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

schwab_get_aggregate_positions 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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