// MCP SERVER RECORD

PM-MCP (Portfolio Management MCP Server)

Unverified
REPOsurplus96/pm-mcp
FRisk gradecritical blast radius
Catalogue entry updated 2 days ago
Auth postureNot probedno remote endpoint probed yet
Tools951 Destructive · 7 Execute · 9 Write · 78 Read
Worst categoryDestructivegrade tracks the peak, not the average
Capability mix
Destructive 1Execute 7Write 9Read 78
What it can reach
Ingests untrusted inputTouches secretsReaches networkRuns codeTouches filesChanges permissionsSends external commsPersistsDeletes dataMoves money
Tools 95
cache_clearDestructiveMediumanalyze_dip_candidates_toolExecuteHighbacktest_strategyExecuteHighcircuit_resetExecuteHighscheduler_run_jobExecuteHigh
View all 95 tools
scheduler_startExecuteHighscheduler_stopExecuteHightechnical_analyzeExecuteMediumcreate_portfolio_phase_reportWriteMediumcreate_theme_reportWriteMediummarket_write_prices_csvWriteHighobsidian_writeWriteMediumportfolio_saveWriteHighpresent_portfolio_saveWriteMediumpresent_theme_saveWriteMediumreports_generateWriteMediumwatchlist_updateWriteMediumanalytics_rankReadLowanalyze_selection_toolReadLowcache_expireReadLowcache_statsReadLowchart_candlestickReadLowchart_comparisonReadLowchart_correlation_heatmapReadLowchart_portfolio_allocationReadLowchart_relative_strengthReadLowchart_returns_distributionReadLowchart_sector_allocationReadLowchart_stock_dashboardReadLowchart_technicalReadLowcircuit_statusReadLowcomprehensive_analyzeReadLowdata_check_missingReadLowdata_check_outliersReadLowdata_cleanReadLowdata_quality_summaryReadLowdata_validateReadLowdata_validate_and_cleanReadLowexplore_theme_toolReadLowfilings_fetch_recentReadLowfinancial_analyzeReadLowfinnhub_analystReadLowfinnhub_earningsReadLowfinnhub_financialsReadLowfinnhub_insiderReadLowfinnhub_newsReadLowfinnhub_summaryReadLowhelp_commandsReadLowmarket_conditionReadLowmarket_get_pricesReadLowmarket_get_prices_paginatedReadLowmarket_get_prices_summaryReadLownews_deduplicateReadLownews_impact_keywordsReadLownews_searchReadLownews_search_log_toolReadLownews_sentiment_analyzeReadLownews_sentiment_compareReadLownews_sentiment_textReadLownews_timelineReadLowportfolio_alertsReadLowportfolio_analyze_nl_toolReadLowportfolio_comprehensiveReadMediumportfolio_correlationReadLowportfolio_dividendsReadLowportfolio_evaluateReadMediumportfolio_evaluate_detailedReadLowportfolio_listReadLowportfolio_loadReadLowportfolio_pnlReadLowportfolio_rebalanceReadLowportfolio_sectorsReadLowpresent_portfolioReadLowpresent_themeReadLowpropose_themes_toolReadLowpropose_tickers_toolReadLowrank_stocksReadLowranking_advancedReadLowscheduler_historyReadLowscheduler_statusReadLowsector_weights_infoReadLowsentiment_analyzeReadLowstock_compareReadLowstock_comprehensive_analysisReadLowstock_investment_signalReadMediumtechnical_adxReadLowtechnical_bbandsReadLowtechnical_compareReadLowtechnical_emaReadLowtechnical_macdReadLowtechnical_rsiReadLowtechnical_smaReadLowtechnical_summaryReadLowtheme_analyze_with_factorsReadMediumwatchlist_getReadLow
Change history
No changes recorded since first scan. Watched servers surface a diff within the hour.
Recommended policy
cache_cleardeny
analyze_dip_candidates_toolrequire approval
create_portfolio_phase_reportrate limit
Read-only toolsallow
Full policy breakdown with enforcement rules →
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