schwab_replace_order

THE RISK

Critical Risk

Why schwab_replace_order needs a policy

Modifying an existing brokerage order is a financial operation that can alter the price, quantity, or type of a trade, committing or changing financial obligations. Misuse could result in unintended trades at wrong prices or quantities, making this critical severity.

From the tool's definition Replace (modify) an existing Schwab order — modifies a live brokerage order on Schwab, directly affecting financial trades

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

POLICY

How to control schwab_replace_order

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_replace_order:

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "schwab_replace_order": {
      "deny_if": [
        {
          "conditions": [],
          "on_deny": "Requires human approval."
        }
      ]
    }
  }
}

Any call to schwab_replace_order is blocked until a human approves it. The rest of the server keeps working.

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

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EXPLORE

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All 152 Open Stocks MCP tools →

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Go deeper

Critical-risk tools in Open Stocks MCP → Every critical-risk tool this server exposes, in one view.
All critical-risk MCP tools → Every critical-risk tool across the catalogue, and the policy pattern that contains them.
The MCP Attack Database → Documented attack patterns against MCP deployments — and the policies that stop them.
Human-in-the-loop → When a tool call should wait for a person — and when policy can decide alone.
Tool call approval → Approval gates on individual tool calls: auto-allow, prompt, or deny.
How to Add Spending Controls to Any MCP Agent →
Rate Limiting MCP Tool Calls: A Practical Guide →

FAQ

Questions about schwab_replace_order

What does the schwab_replace_order tool do? +

Replace (modify) an existing Schwab order. It is categorised as a Financial tool in the Open Stocks MCP MCP Server, which means it involves financial transactions. Block by default and require explicit approval.

How do I enforce a policy on schwab_replace_order? +

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

schwab_replace_order is a Financial tool with critical risk. Critical-risk tools should be blocked by default and only enabled with explicit human approval.

Can I rate-limit schwab_replace_order? +

Yes. Add a rate_limit block to the schwab_replace_order 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_replace_order completely? +

Set action: deny in the PolicyLayer policy for schwab_replace_order. 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_replace_order? +

schwab_replace_order 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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