create_portfolio_phase_report

WHAT IT DOES

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

AI agents use create_portfolio_phase_report to create or update resources in PM-MCP (Portfolio Management MCP Server) — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your PM-MCP (Portfolio Management MCP Server) environment.

WHY IT NEEDS A POLICY

Why create_portfolio_phase_report needs a policy

The tool creates (writes) a report, which modifies the state of the system by adding a new document/artifact. This is reversible (reports can be deleted or regenerated), so it falls under Write rather than Destructive. Confidence is moderate because the description is empty, leaving some ambiguity about whether the report creation has side effects like financial commitments or automated actions.

From the tool's definition Tool name 'create_portfolio_phase_report' indicates generation/creation of a report artifact. The server description mentions 'automated report generation' which aligns with creating new data/documents.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

create_portfolio_phase_report Rate-limited

create_portfolio_phase_report stays usable, but capped — an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "create_portfolio_phase_report": {
      "limits": [
        {
          "counter": "create_portfolio_phase_report_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL →

Instant setup, no code required.

PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches PM-MCP (Portfolio Management MCP Server), so you can run agents against it safely.

FAQ

Questions about create_portfolio_phase_report

What does the create_portfolio_phase_report tool do? +

create_portfolio_phase_report. It is categorised as a Write tool in the PM-MCP (Portfolio Management MCP Server) MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on create_portfolio_phase_report? +

Register the PM-MCP (Portfolio Management MCP Server) MCP server in PolicyLayer and add a rule for create_portfolio_phase_report: 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 create_portfolio_phase_report? +

create_portfolio_phase_report is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit create_portfolio_phase_report? +

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

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

create_portfolio_phase_report 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.