get_portfolio_item

Get a specific portfolio item by ID

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

What get_portfolio_item does on Portfolio MCP Server

AI agents call get_portfolio_item 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_item needs a policy

This tool retrieves a single portfolio item by its identifier. It performs a straightforward read operation on existing data without creating, modifying, or deleting anything. The blast radius of misuse is minimal—an agent could only access portfolio information already exposed by the server, posing no risk to data integrity, financial operations, or external systems.

From the tool's definition Tool name 'get_portfolio_item' and description 'Get a specific portfolio item by ID' indicate a retrieval operation with no mutation, deletion, or side effects. The server description confirms it 'retrieves...portfolio data' through queries.

Questions about get_portfolio_item

What does the get_portfolio_item tool do? +

Get a specific portfolio item by ID. 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_item? +

Register the Portfolio MCP Server MCP server in PolicyLayer and add a rule for get_portfolio_item: 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_item? +

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

Can I rate-limit get_portfolio_item? +

Yes. Add a rate_limit block to the get_portfolio_item 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_item completely? +

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

get_portfolio_item 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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