Return account summary values such as NetLiquidation and BuyingPower.
AI agents call ibkr_get_account_summary to retrieve information from Ibkr without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool performs a read-only query of account data. It retrieves and returns information about account balances and liquidity metrics without creating, modifying, deleting, or executing any operations. The lack of any write, delete, or execution keywords combined with the 'get_' prefix and descriptive language ('return') confirms it is a Read operation.
From the tool's definition Tool retrieves account summary values such as 'NetLiquidation' and 'BuyingPower' with no modification capability indicated in the description.
Documented attack patterns abuse exactly the kind of access ibkr_get_account_summary gives an agent:
PolicyLayer is an MCP gateway — it sits between your AI agents and Ibkr, and nothing reaches the server without passing your rules. This is the rule we recommend for ibkr_get_account_summary:
{
"version": "1",
"default": "deny",
"tools": {
"ibkr_get_account_summary": {}
}
}ibkr_get_account_summary is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.
Free to start. No card required.
Return account summary values such as NetLiquidation and BuyingPower. It is categorised as a Read tool in the Ibkr MCP Server, which means it retrieves data without modifying state.
Register the Ibkr MCP server in PolicyLayer and add a rule for ibkr_get_account_summary: 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 Ibkr. Nothing to install.
ibkr_get_account_summary is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the ibkr_get_account_summary 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.
Set action: deny in the PolicyLayer policy for ibkr_get_account_summary. 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.
ibkr_get_account_summary is provided by the Ibkr MCP server (patrickpxp/ibkr-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Start from Ibkr, 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.
33 Ibkr tools catalogued and risk-classified — across an index of 43,000+ MCP servers.