get_portfolio_categories

Get all available categories in the portfolio data

Server Portfolio MCP Server srikanth-karthi/mcp-portfolio
Category Read
Risk class Low
Parameters 00 required

What get_portfolio_categories does on Portfolio MCP Server

AI agents call get_portfolio_categories to retrieve information from Portfolio 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_categories needs a policy

This tool retrieves categorical metadata from portfolio data without side effects. It is a simple query operation that returns information about available data structure rather than performing any write, execute, or destructive operations. The low severity reflects minimal blast radius - misuse would only expose metadata about portfolio organization structure.

From the tool's definition Tool description states 'Get all available categories in the portfolio data' - a retrieval operation with no modification, deletion, or execution capability.

Questions about get_portfolio_categories

What does the get_portfolio_categories tool do? +

Get all available categories in the portfolio data. It is categorised as a Read tool in the Portfolio MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_portfolio_categories? +

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

What risk level is get_portfolio_categories? +

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

Can I rate-limit get_portfolio_categories? +

Yes. Add a rate_limit block to the get_portfolio_categories 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_categories completely? +

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

get_portfolio_categories is provided by the Portfolio MCP Server MCP server (srikanth-karthi/mcp-portfolio). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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