schwab_get_aggregate_positions

THE RISK

Low Risk

Why schwab_get_aggregate_positions needs a policy

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.

Documented attack patterns abuse exactly the kind of access schwab_get_aggregate_positions gives an agent:

POLICY

How to control schwab_get_aggregate_positions

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_get_aggregate_positions:

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "schwab_get_aggregate_positions": {}
  }
}

schwab_get_aggregate_positions is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.

Create a free account and register Open Stocks MCP — nothing to install.
Add this policy — paste it, or build it visually.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

CAP THIS TOOL →

Free to start. No card required.

EXPLORE

Related tools and policies

More Open Stocks MCP tools

Financial schwab_order_sell_stop Place a stop sell order for stock. Financial sell_stock_stop_loss Places a stop loss sell order for a stock. Financial buy_option_limit Places a limit buy order for an option. Financial buy_stock_limit Places a limit buy order for a stock. Financial buy_stock_market Places a market buy order for a stock. Financial option_credit_spread option_credit_spread Financial option_debit_spread option_debit_spread Financial schwab_buy_stock_limit Place a limit buy order for stock.

All 152 Open Stocks MCP tools →

Read tools on other servers

M-Team MCP Server get_torrent_detail YouTube MCP Server search_channel Android Forensics ADB MCP Server parse_browser_history 0xarchive web3_challenge

Go deeper

The MCP Attack Database → Documented attack patterns against MCP deployments — and the policies that stop them.
Data exfiltration → How read access becomes an exfiltration channel when chained with untrusted content.
MCP token cost → What connecting this server costs in context-window tokens on every request.
Rate Limiting MCP Tool Calls: A Practical Guide →
MCP Security: Why Prompt Guardrails Aren't Enough →

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.

Enforce policy on every Open Stocks MCP tool call.

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.

CHECK YOUR STACK →