AI agents call aevo_get_portfolio to retrieve information from Aevo-MCP without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves and queries portfolio data without creating, modifying, deleting, or executing any operations. It has no capability to change account state or execute trades. The blast radius of misuse is minimal—an attacker could only gain visibility into a user's portfolio composition and performance metrics, not alter positions or move funds.
From the tool's definition Tool name 'aevo_get_portfolio' and description 'Return portfolio summary' indicate data retrieval only. The metrics returned (balance, pnl, unrealized_pnl, greeks) are read-only portfolio information with no side effects.
Attacks that exploit this kind of access
Return portfolio summary: balance, pnl, unrealized_pnl, greeks. It is categorised as a Read tool in the Aevo-MCP MCP Server, which means it retrieves data without modifying state.
Register the Aevo- MCP server in PolicyLayer and add a rule for aevo_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 Aevo-MCP. Nothing to install.
aevo_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 aevo_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 aevo_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.
aevo_get_portfolio is provided by the Aevo- MCP server (ribbon-finance/aevo-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.
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