chart_portfolio_allocation

포트폴리오 비중 파이 차트

Category Read
Risk class Low
Parameters 00 required

What chart_portfolio_allocation does on PM-MCP (Portfolio Management MCP Server)

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

Why chart_portfolio_allocation needs a policy

This tool retrieves and visualizes portfolio allocation data in chart form. It performs no mutations, deletions, or external operations—only querying and presenting data. No financial transactions, code execution, or irreversible actions are involved. It is strictly a Read operation with minimal risk, as misuse would only affect data presentation, not underlying assets or accounts.

From the tool's definition Tool name 'chart_portfolio_allocation' and description 'portfolio allocation pie chart' indicate data visualization of existing portfolio state.

Questions about chart_portfolio_allocation

What does the chart_portfolio_allocation tool do? +

포트폴리오 비중 파이 차트. It is categorised as a Read tool in the PM-MCP (Portfolio Management MCP Server) MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on chart_portfolio_allocation? +

Register the PM-MCP (Portfolio Management MCP Server) MCP server in PolicyLayer and add a rule for chart_portfolio_allocation: 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 PM-MCP (Portfolio Management MCP Server). Nothing to install.

What risk level is chart_portfolio_allocation? +

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

Can I rate-limit chart_portfolio_allocation? +

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

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

chart_portfolio_allocation is provided by the PM-MCP (Portfolio Management MCP Server) MCP server (surplus96/pm-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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