schwab_get_build_holdings

Build enriched holdings from Schwab positions and quotes.

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-build-holdings.md

WHAT IT DOES

What schwab_get_build_holdings does on Open Stocks MCP

AI agents call schwab_get_build_holdings 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_build_holdings is rated Low

This tool queries and reads Schwab account holdings data by combining positions and quotes. It performs data retrieval and aggregation with no side effects, no state changes, and no financial transactions. The 'build' operation refers to data composition from existing sources, not creating new trades or orders.

From the tool's definition Tool name contains 'get' and description states 'Build enriched holdings from Schwab positions and quotes' — retrieves and aggregates existing position and quote data without modification or execution of trades.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs schwab_get_build_holdings 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_build_holdings, this is the rule to start with:

schwab_get_build_holdings Allowed

schwab_get_build_holdings 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_build_holdings": {}
  }
}

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_build_holdings call is checked against it from then on.

FAQ

Questions about schwab_get_build_holdings

What does the schwab_get_build_holdings tool do? +

Build enriched holdings from Schwab positions and quotes. 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_build_holdings? +

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

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

Can I rate-limit schwab_get_build_holdings? +

Yes. Add a rate_limit block to the schwab_get_build_holdings 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_build_holdings completely? +

Set action: deny in the PolicyLayer policy for schwab_get_build_holdings. 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_build_holdings? +

schwab_get_build_holdings 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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