ibkr_get_portfolio

THE RISK

Low Risk

Why ibkr_get_portfolio needs a policy

This tool retrieves portfolio positions and profit/loss data from an Interactive Brokers account. It performs a query operation with no capability to modify, delete, or execute trades.

From the tool's definition Tool name 'ibkr_get_portfolio' and description 'Return positions and best-effort P&L for an IBKR account' indicate data retrieval with no side effects. The verb 'Return' and lack of modification language confirm read-only access.

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

POLICY

How to control ibkr_get_portfolio

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_portfolio:

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "ibkr_get_portfolio": {}
  }
}

ibkr_get_portfolio is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.

Create a free account and register Ibkr — nothing to install.
Add this policy — paste it, or build it visually.
Point your MCP client (Claude, Cursor, anything) at your gateway URL.

CAP THIS TOOL →

Free to start. No card required.

EXPLORE

Related tools and policies

More Ibkr tools

Financial ibkr_cancel_order Cancel a single IBKR order by orderId. Requires confirm=true. Financial ibkr_exercise_options Exercise or lapse an options contract. Requires confirm=true. Financial ibkr_place_order Place an IBKR order. Defaults to dry_run=true and transmit=false for safety. Destructive ibkr_global_cancel Cancel all active IBKR orders. Requires confirm=true. Execute ibkr_preview_order Run IBKR what-if analysis for an order and return margin/commission impact. Execute ibkr_run_scanner Run a market scanner subscription and return ranked results. Read ibkr_debug_market_data_snapshot Return diagnostic market data snapshots for a contract. Read ibkr_get_account_summary Return account summary values such as NetLiquidation and BuyingPower.

All 33 Ibkr tools →

Read tools on other servers

M-Team MCP Server get_torrent_detail YouTube MCP Server search_channel Android Forensics ADB MCP Server parse_browser_history 0xarchive web3_challenge

Go deeper

The MCP Attack Database → Documented attack patterns against MCP deployments — and the policies that stop them.
Data exfiltration → How read access becomes an exfiltration channel when chained with untrusted content.
MCP token cost → What connecting this server costs in context-window tokens on every request.
Rate Limiting MCP Tool Calls: A Practical Guide →
MCP Security: Why Prompt Guardrails Aren't Enough →

FAQ

Questions about ibkr_get_portfolio

What does the ibkr_get_portfolio tool do? +

Return positions and best-effort P&L for an IBKR account. It is categorised as a Read tool in the Ibkr MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on ibkr_get_portfolio? +

Register the Ibkr MCP server in PolicyLayer and add a rule for ibkr_get_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 Ibkr. Nothing to install.

What risk level is ibkr_get_portfolio? +

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

Can I rate-limit ibkr_get_portfolio? +

Yes. Add a rate_limit block to the ibkr_get_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 ibkr_get_portfolio completely? +

Set action: deny in the PolicyLayer policy for ibkr_get_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 ibkr_get_portfolio? +

ibkr_get_portfolio 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.

Enforce policy on every Ibkr tool call.

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

CHECK YOUR STACK →