Low Risk

get_portfolio_options

Get all option positions in a portfolio

How to control get_portfolio_options ↓

What get_portfolio_options does on Paper MCP Server

AI agents call get_portfolio_options 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_options needs a policy

This tool retrieves and queries existing portfolio option data without any side effects. It does not create, modify, delete, execute code, move money, or trigger external operations. While the server context involves financial data, this specific tool only reads information about positions rather than executing trades or moving funds.

From the tool's definition Tool name 'get_portfolio_options' and description 'Get all option positions in a portfolio' indicate data retrieval with no modification or execution. The verb 'get' and the read-only nature of querying portfolio positions align with the Read category.

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

How to control get_portfolio_options

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_options:

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

get_portfolio_options 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_options

What does the get_portfolio_options tool do? +

Get all option 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_options? +

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

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

Can I rate-limit get_portfolio_options? +

Yes. Add a rate_limit block to the get_portfolio_options 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_options completely? +

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

get_portfolio_options 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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