get_holdings

Get current holdings from Zerodha

Server Zerodha Trading Bot - MCP Server ssonthal/zerodhatradingbot-mcpserver
Category Read
Risk class Low
Parameters 00 required

What get_holdings does on Zerodha Trading Bot - MCP Server

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

Why get_holdings needs a policy

This is a Read operation as it queries and retrieves current holdings data from Zerodha. While severity is rated 'high' because the returned data includes sensitive financial portfolio information that could be misused if exposed to unauthorized actors or exfiltrated, the tool itself performs no destructive, write, execute, or financial transaction operations.

From the tool's definition Tool name 'get_holdings' and description 'Get current holdings from Zerodha' indicate data retrieval with no side effects. Retrieves portfolio/holdings information without modifying or executing operations.

Questions about get_holdings

What does the get_holdings tool do? +

Get current holdings from Zerodha. It is categorised as a Read tool in the Zerodha Trading Bot - MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_holdings? +

Register the Zerodha Trading Bot - MCP Server MCP server in PolicyLayer and add a rule for get_holdings: 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 Zerodha Trading Bot - MCP Server. Nothing to install.

What risk level is get_holdings? +

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

Can I rate-limit get_holdings? +

Yes. Add a rate_limit block to the get_holdings 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_holdings completely? +

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

get_holdings is provided by the Zerodha Trading Bot - MCP Server MCP server (ssonthal/zerodhatradingbot-mcpserver). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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