generate_portfolio_report

Generate a structured portfolio analysis report. No input arguments are required; the tool uses the authenticated account snapshot.

Server Nubra MCP Server socials-zanskar/nubra-mcp-server
Category Read
Risk class Low
Parameters 00 required

What generate_portfolio_report does on Nubra MCP Server

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

Why generate_portfolio_report needs a policy

This tool reads the authenticated account's portfolio data and generates a report. It is a read/query operation with no side effects — it does not modify, delete, or place any orders. The report generation is based on an existing account snapshot, making it a Read category tool. Severity is low since misuse only exposes portfolio data to an AI agent already authenticated to the account.

From the tool's definition Generate a structured portfolio analysis report. No input arguments are required; the tool uses the authenticated account snapshot.

Questions about generate_portfolio_report

What does the generate_portfolio_report tool do? +

Generate a structured portfolio analysis report. No input arguments are required; the tool uses the authenticated account snapshot. It is categorised as a Read tool in the Nubra MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on generate_portfolio_report? +

Register the Nubra MCP Server MCP server in PolicyLayer and add a rule for generate_portfolio_report: 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 Nubra MCP Server. Nothing to install.

What risk level is generate_portfolio_report? +

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

Can I rate-limit generate_portfolio_report? +

Yes. Add a rate_limit block to the generate_portfolio_report 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 generate_portfolio_report completely? +

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

generate_portfolio_report is provided by the Nubra MCP Server MCP server (socials-zanskar/nubra-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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