schwab_get_all_account_data

Get a complete snapshot of all Schwab accounts and user preferences.

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-all-account-data.md

WHAT IT DOES

What schwab_get_all_account_data does on Open Stocks MCP

AI agents call schwab_get_all_account_data 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_all_account_data is rated Low

This tool retrieves account data and user preferences without creating, modifying, deleting, or executing any operations. However, it accesses sensitive financial information (complete account snapshot across all accounts), which poses a high severity risk if exposed to unauthorized agents — they could infer financial positions, wealth, holdings, and personal preferences.

From the tool's definition Tool name includes 'get' and description states 'Get a complete snapshot of all Schwab accounts and user preferences' — this is a retrieval operation with no modification or execution component.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

schwab_get_all_account_data Allowed

schwab_get_all_account_data 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_all_account_data": {}
  }
}

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_all_account_data call is checked against it from then on.

FAQ

Questions about schwab_get_all_account_data

What does the schwab_get_all_account_data tool do? +

Get a complete snapshot of all Schwab accounts and user preferences. 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_all_account_data? +

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

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

Can I rate-limit schwab_get_all_account_data? +

Yes. Add a rate_limit block to the schwab_get_all_account_data 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_all_account_data completely? +

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

schwab_get_all_account_data 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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