portfolio_alerts

포트폴리오 가격 알림 체크

Category Read
Risk class Low
Parameters 00 required

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

AI agents call portfolio_alerts 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 portfolio_alerts needs a policy

This tool retrieves or queries the current state of portfolio price alerts without creating, modifying, deleting, or executing external operations. It falls squarely within the Read category as a monitoring/retrieval function. Severity is low because misuse would only expose existing alert data, with no destructive or operational consequences.

From the tool's definition Tool name 'portfolio_alerts' with description 'Check portfolio price alerts' (translated from Korean). The verb 'check' indicates querying or retrieving alert status, not modifying data or triggering external operations.

Questions about portfolio_alerts

What does the portfolio_alerts tool do? +

포트폴리오 가격 알림 체크. 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 portfolio_alerts? +

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

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

Can I rate-limit portfolio_alerts? +

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

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

portfolio_alerts 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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