schwab_get_all_option_positions
Get all Schwab option positions across linked accounts.
This record as markdown: /tools/open-agent-tools-open-stocks-mcp/schwab-get-all-option-positions.md
What schwab_get_all_option_positions does on Open Stocks MCP
AI agents call schwab_get_all_option_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.
Why schwab_get_all_option_positions is rated Low
This tool retrieves and lists option position data from Schwab accounts. While the data may be sensitive (financial account information), the tool itself performs no write, execute, destructive, or financial operations — it only reads and returns existing position information. The blast radius of accidental misuse is limited to information disclosure rather than unauthorized transactions or account modification.
From the tool's definition Tool name contains 'get_all' and description states 'Get all Schwab option positions' — this is a retrieval operation with no modification or execution of trades. It queries existing position data without side effects.
Attacks that exploit this kind of access
The rule that runs schwab_get_all_option_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_all_option_positions, this is the rule to start with:
schwab_get_all_option_positions is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.
The button opens the PolicyLayer dashboard: create your workspace, connect Open Stocks MCP, apply this rule, and every schwab_get_all_option_positions call is checked against it from then on.
Questions about schwab_get_all_option_positions
Get all Schwab option positions across linked accounts. It is categorised as a Read tool in the Open Stocks MCP MCP Server, which means it retrieves data without modifying state.
Register the Open Stocks MCP server in PolicyLayer and add a rule for schwab_get_all_option_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.
schwab_get_all_option_positions is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the schwab_get_all_option_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.
Set action: deny in the PolicyLayer policy for schwab_get_all_option_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.
schwab_get_all_option_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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