schwab_transactions_by_date

Get Schwab transactions constrained by required start and end dates.

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-transactions-by-date.md

WHAT IT DOES

What schwab_transactions_by_date does on Open Stocks MCP

AI agents call schwab_transactions_by_date 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_transactions_by_date is rated Low

This tool queries and returns historical transaction data from a Schwab account within a specified date range. It is a read-only operation with no side effects, financial movement, or data modification. Low severity as it only exposes transaction history.

From the tool's definition 'Get Schwab transactions constrained by required start and end dates' — retrieves transaction history data with no mention of modifying or executing anything

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs schwab_transactions_by_date 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_transactions_by_date, this is the rule to start with:

schwab_transactions_by_date Allowed

schwab_transactions_by_date 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_transactions_by_date": {}
  }
}

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_transactions_by_date call is checked against it from then on.

FAQ

Questions about schwab_transactions_by_date

What does the schwab_transactions_by_date tool do? +

Get Schwab transactions constrained by required start and end dates. 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_transactions_by_date? +

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

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

Can I rate-limit schwab_transactions_by_date? +

Yes. Add a rate_limit block to the schwab_transactions_by_date 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_transactions_by_date completely? +

Set action: deny in the PolicyLayer policy for schwab_transactions_by_date. 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_transactions_by_date? +

schwab_transactions_by_date 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.

KEEP EXPLORING

More on Open Stocks, and thousands of servers like it.

This server

All 152 Open Stocks tools →

Across the catalogue

The MCP Attack Database →

Guides

Roll out MCP under one policy →Data exfiltration →MCP token cost →