ibkr_get_statement_summary
AI agents call ibkr_get_statement_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.
Based on the 'get_' prefix and context of sibling Read tools, this tool almost certainly retrieves account or statement data from Interactive Brokers. The empty description prevents higher confiden ce, but the pattern is clear. Severity is medium because expos ed financial account data (even read-only) represents meaningful information disclosure risk if an AI misuses credentials or queries unintended accounts.
From the tool's definition Too ol name 'ibkr_get_statement_summary' s uggests retrieval of account state ment data. De scription is empty, which lowers confiden ce.
Documented attack patterns abuse exactly the kind of access ibkr_get_statement_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_statement_summary:
{
"version": "1",
"default": "deny",
"tools": {
"ibkr_get_statement_summary": {}
}
}ibkr_get_statement_summary is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.
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ibkr_get_statement_summary. 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_statement_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_statement_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_statement_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_statement_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_statement_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.
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33 Ibkr tools catalogued and risk-classified — across an index of 43,000+ MCP servers.