Critical Risk →

reset_portfolio

Reset portfolio to initial state

How to control reset_portfolio ↓

What reset_portfolio does on Paper MCP Server

AI agents call reset_portfolio to permanently remove resources in Paper MCP Server — typically in cleanup and lifecycle workflows. It does its job in a single call, and there is no undo.

Critical Risk

Why reset_portfolio needs a policy

Resetting a portfolio to its initial state is an irreversible action that destroys all current portfolio data, positions, and modifications. This is Destructive rather than Financial because the harm comes from data destruction rather than money movement per se, though the financial consequences are severe.

From the tool's definition Tool name 'reset_portfolio' with description 'Reset portfolio to initial state' indicates irreversible deletion/overwriting of portfolio data.

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

How to control reset_portfolio

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 reset_portfolio:

policy.json
{
  "version": "1",
  "default": "deny",
  "hide": [
    "reset_portfolio"
  ]
}

reset_portfolio disappears from the agent's tool list entirely, and any attempt to call it is denied. The rest of the server keeps working.

  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.
RESTRICT THIS TOOL →

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Related tools and policies

Go deeper

Questions about reset_portfolio

What does the reset_portfolio tool do? +

Reset portfolio to initial state. It is categorised as a Destructive tool in the Paper MCP Server MCP Server, which means it can permanently delete or destroy data. Block by default and require explicit approval.

How do I enforce a policy on reset_portfolio? +

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

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

Can I rate-limit reset_portfolio? +

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

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

reset_portfolio 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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