자연어형 보유주 입력을 받아 컨디션/점수/손익을 요약하고(옵션) 리포트를 저장합니다.
AI agents call portfolio_analyze_nl_tool 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.
The tool analyzes existing portfolio holdings and generates summaries/reports. While it stores reports (a Write operation), the primary function is analyzing and summarizing data without creating, modifying, or deleting financial positions. Report generation and storage are reversible and non-destructive. No evidence of executing trades, moving funds, or irreversible deletions.
From the tool's definition Tool accepts natural language input about holdings and provides summaries of conditions/scores/returns, with optional report saving.
Attacks that exploit this kind of access
자연어형 보유주 입력을 받아 컨디션/점수/손익을 요약하고(옵션) 리포트를 저장합니다. 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.
Register the PM-MCP (Portfolio Management MCP Server) MCP server in PolicyLayer and add a rule for portfolio_analyze_nl_tool: 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.
portfolio_analyze_nl_tool is a Read tool with low risk. Read-only tools are generally safe to allow by default.
Yes. Add a rate_limit block to the portfolio_analyze_nl_tool 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.
Set action: deny in the PolicyLayer policy for portfolio_analyze_nl_tool. 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.
portfolio_analyze_nl_tool 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.
Every MCP server has a record like this.
Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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