get_portfolio_value

Get the current live value of a portfolio: total value, P&L, and per-position breakdown.

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

What get_portfolio_value does on Sablier MCP Server

AI agents call get_portfolio_value 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_value needs a policy

This tool retrieves and queries current portfolio financial data (total value, profit/loss, position details). It has no side effects—it does not create, modify, delete, or execute external operations. It falls squarely into the Read category with low severity because unauthorized access would expose financial information but cannot directly cause financial harm or alter account state.

From the tool's definition Tool name 'get_portfolio_value' and description 'Get the current live value of a portfolio: total value, P&L, and per-position breakdown' indicate data retrieval only.

Questions about get_portfolio_value

What does the get_portfolio_value tool do? +

Get the current live value of a portfolio: total value, P&L, and per-position breakdown. 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_value? +

Register the Sablier MCP Server MCP server in PolicyLayer and add a rule for get_portfolio_value: 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_value? +

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

Can I rate-limit get_portfolio_value? +

Yes. Add a rate_limit block to the get_portfolio_value 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_value completely? +

Set action: deny in the PolicyLayer policy for get_portfolio_value. 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_value? +

get_portfolio_value 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.

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