schwab_portfolio

Get Schwab portfolio positions for a specific account.

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-portfolio.md

WHAT IT DOES

What schwab_portfolio does on Open Stocks MCP

AI agents call schwab_portfolio 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_portfolio is rated Low

This tool retrieves account portfolio data without side effects. Although the server provides trading capabilities and financial operations, this specific tool is a read-only query of existing positions. The low severity reflects that misuse would leak financial information rather than move money or execute trades. Read access to account positions is a standard, low-risk operation.

From the tool's definition Tool name and description indicate retrieval: 'Get Schwab portfolio positions for a specific account' — a query operation with no modification or execution.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs schwab_portfolio 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_portfolio, this is the rule to start with:

schwab_portfolio Allowed

schwab_portfolio 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_portfolio": {}
  }
}

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_portfolio call is checked against it from then on.

FAQ

Questions about schwab_portfolio

What does the schwab_portfolio tool do? +

Get Schwab portfolio positions for a specific account. 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_portfolio? +

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

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

Can I rate-limit schwab_portfolio? +

Yes. Add a rate_limit block to the schwab_portfolio 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_portfolio completely? +

Set action: deny in the PolicyLayer policy for schwab_portfolio. 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_portfolio? +

schwab_portfolio 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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