Get investment holdings for a specific account. Args: account_id: The ID of the investment account
AI agents call get_account_holdings to retrieve information from Monarch without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves existing investment holdings data for display/analysis purposes. It queries data with no side effects, no code execution, no data modification, and no financial transactions. The blast radius of misuse is minimal—an attacker could view account holdings they shouldn't see, but cannot move money, execute commands, or modify data.
From the tool's definition Tool name 'get_account_holdings' and description 'Get investment holdings for a specific account' indicate a retrieval operation. The verb 'Get' and the lack of any modification, deletion, or execution language confirm this is a read-only query.
Documented attack patterns abuse exactly the kind of access get_account_holdings gives an agent:
PolicyLayer is an MCP gateway — it sits between your AI agents and Monarch, and nothing reaches the server without passing your rules. This is the rule we recommend for get_account_holdings:
{
"version": "1",
"default": "deny",
"tools": {
"get_account_holdings": {}
}
}get_account_holdings is read-only, so it stays allowed — but everything else on the server is denied unless you say otherwise.
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Get investment holdings for a specific account. Args: account_id: The ID of the investment account. It is categorised as a Read tool in the Monarch MCP Server, which means it retrieves data without modifying state.
Register the Monarch MCP server in PolicyLayer and add a rule for get_account_holdings: 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 Monarch. Nothing to install.
get_account_holdings 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_account_holdings 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_account_holdings. 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_account_holdings is provided by the Monarch MCP server (robcerda/monarch-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Deterministic rules across all 50 Monarch tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.
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50 Monarch tools catalogued and risk-classified — across an index of 42,500+ MCP servers.