Get current portfolio positions and P&L calculation with live prices.
AI agents call get_portfolio_pnl to retrieve information from IndiaQuant MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool performs data retrieval only: it fetches portfolio positions and calculates P&L metrics using live pricing data. It does not create, modify, delete, or execute financial transactions. While it provides financial market information in a portfolio context, the tool itself is non-destructive and non-transactional (unlike the sibling tool 'place_trade' which would be Financial/Execute).
From the tool's definition Tool retrieves 'current portfolio positions and P&L calculation with live prices' - a query operation that reads and aggregates existing data without modifying state or executing trades.
Attacks that exploit this kind of access
Get current portfolio positions and P&L calculation with live prices. It is categorised as a Read tool in the IndiaQuant MCP Server MCP Server, which means it retrieves data without modifying state.
Register the IndiaQuant MCP Server MCP server in PolicyLayer and add a rule for get_portfolio_pnl: 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 IndiaQuant MCP Server. Nothing to install.
get_portfolio_pnl 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_pnl 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_pnl. 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_pnl is provided by the IndiaQuant MCP Server MCP server (shirshak-dugtal/mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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