Low Risk

schwab_get_margin_interest

Get Schwab margin-interest charges from transaction history.

How to control schwab_get_margin_interest ↓

What schwab_get_margin_interest does on Open Stocks MCP

AI agents call schwab_get_margin_interest to retrieve information from Open Stocks MCP without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Low Risk

Why schwab_get_margin_interest needs a policy

This tool queries historical margin-interest data from Schwab transaction records. It is a read-only operation that retrieves account information without creating, modifying, deleting, or executing financial transactions. While it concerns financial data, the tool itself does not move money or commit financial obligations; it only reports historical charges that have already been applied.

From the tool's definition Tool name and description indicate it 'Get[s]' and retrieves 'margin-interest charges from transaction history' — a data retrieval operation with no modification, deletion, or financial transaction capability.

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

How to control schwab_get_margin_interest

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_margin_interest:

policy.json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "schwab_get_margin_interest": {}
  }
}

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

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

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Questions about schwab_get_margin_interest

What does the schwab_get_margin_interest tool do? +

Get Schwab margin-interest charges from transaction history. 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_margin_interest? +

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

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

Can I rate-limit schwab_get_margin_interest? +

Yes. Add a rate_limit block to the schwab_get_margin_interest 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_margin_interest completely? +

Set action: deny in the PolicyLayer policy for schwab_get_margin_interest. 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_margin_interest? +

schwab_get_margin_interest 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.

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152 Open Stocks MCP tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

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