Get portfolio information for your team
AI agents call get_portfolio to retrieve information from Trading Simulator MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves portfolio data without creating, modifying, deleting, or executing actions. It is purely informational and carries minimal risk if misused by an AI agent, as viewing portfolio information does not alter state or trigger external operations.
From the tool's definition Tool name is 'get_portfolio' and description states 'Get portfolio information for your team' — both indicate a retrieval operation with no modification or side effects.
Attacks that exploit this kind of access
Get portfolio information for your team. It is categorised as a Read tool in the Trading Simulator MCP Server MCP Server, which means it retrieves data without modifying state.
Register the Trading Simulator MCP Server MCP server in PolicyLayer and add a rule for 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 Trading Simulator MCP Server. Nothing to install.
get_portfolio 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 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.
Set action: deny in the PolicyLayer policy for 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.
get_portfolio is provided by the Trading Simulator MCP Server MCP server (recallnet/trading-simulator-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
Teams ship this data inside their own products. See what a licence covers →