Low Risk

get_portfolio_equities

Get all equity positions in a portfolio

How to control get_portfolio_equities ↓

What get_portfolio_equities does on Paper MCP Server

AI agents call get_portfolio_equities 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.

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Why get_portfolio_equities needs a policy

This tool only retrieves and queries existing portfolio equity data. It does not create, modify, delete, execute code, or commit financial transactions. The server context indicates financial domain (trading platform), but this specific tool is a read-only query.

From the tool's definition Tool name is 'get_portfolio_equities' and description states 'Get all equity positions in a portfolio' — a retrieval operation with no modification or side effects.

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

How to control get_portfolio_equities

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_portfolio_equities:

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

get_portfolio_equities 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_portfolio_equities

What does the get_portfolio_equities tool do? +

Get all equity positions in a portfolio. 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_portfolio_equities? +

Register the Paper MCP Server MCP server in PolicyLayer and add a rule for get_portfolio_equities: 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_portfolio_equities? +

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

Can I rate-limit get_portfolio_equities? +

Yes. Add a rate_limit block to the get_portfolio_equities 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_portfolio_equities completely? +

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

get_portfolio_equities 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.

Free to start. No card required.

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

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