Low Risk

get_account_portfolios

Get all portfolios for an account

How to control get_account_portfolios ↓

What get_account_portfolios does on Paper MCP Server

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

Low Risk

Why get_account_portfolios needs a policy

This tool retrieves portfolio information from an account without modifying, deleting, or executing any trades or financial transactions. It is a standard data retrieval operation analogous to 'list' or 'fetch', placing it in the Read category with low severity since unauthorized access to portfolio data, while potentially sensitive, does not directly enable financial harm or irreversible changes.

From the tool's definition Tool name 'get_account_portfolios' and description 'Get all portfolios for an account' indicate a retrieval operation with no side effects. The verb 'Get' and absence of any modification, deletion, or financial action confirms this is a read-only query.

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

How to control get_account_portfolios

PolicyLayer is an MCP gateway — it sits between your AI agents and Paper MCP Server, and nothing reaches the server without passing your rules. This is the rule we recommend for get_account_portfolios:

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

get_account_portfolios 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 Paper MCP Server — 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 get_account_portfolios

What does the get_account_portfolios tool do? +

Get all portfolios for an account. It is categorised as a Read tool in the Paper MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_account_portfolios? +

Register the Paper MCP Server MCP server in PolicyLayer and add a rule for get_account_portfolios: 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 Paper MCP Server. Nothing to install.

What risk level is get_account_portfolios? +

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

Can I rate-limit get_account_portfolios? +

Yes. Add a rate_limit block to the get_account_portfolios 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 get_account_portfolios completely? +

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

get_account_portfolios is provided by the Paper MCP Server MCP server (paperinvest/mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

Enforce policy on every Paper MCP Server tool call.

Start from Paper MCP Server, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

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23 Paper MCP Server tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

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