get_portfolio

Get detailed information about a specific portfolio including assets, weights, and associated feature sets. Use the portfolio ID from list_portfolios.

Server Sablier MCP Server sablier-ai/sablier-mcp
Category Read
Risk class Low
Parameters 00 required

What get_portfolio does on Sablier MCP Server

AI agents call get_portfolio to retrieve information from Sablier MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why get_portfolio needs a policy

This tool retrieves and queries portfolio data (assets, weights, feature sets) without side effects. No data is created, modified, deleted, or executed. It is a straightforward read operation similar to a database SELECT query. The low severity reflects minimal risk if misused by an AI agent — worst case, sensitive financial portfolio details could be exposed, but no assets are at risk and no transactions occur.

From the tool's definition Tool description states 'Get detailed information about a specific portfolio' — a retrieval operation with no modification, deletion, or execution of external actions.

Questions about get_portfolio

What does the get_portfolio tool do? +

Get detailed information about a specific portfolio including assets, weights, and associated feature sets. Use the portfolio ID from list_portfolios. It is categorised as a Read tool in the Sablier MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_portfolio? +

Register the Sablier 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 Sablier MCP Server. Nothing to install.

What risk level is get_portfolio? +

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

Can I rate-limit get_portfolio? +

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.

How do I block get_portfolio completely? +

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.

What MCP server provides get_portfolio? +

get_portfolio is provided by the Sablier MCP Server MCP server (sablier-ai/sablier-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

// LOOK UP ANOTHER 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 →

// GET IN TOUCH

Have a question or want to learn more? Send us a message.

Message sent.

We'll get back to you soon.