portfolio_dividends | PolicyLayer

WHAT IT DOES

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

AI agents call portfolio_dividends 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 IT NEEDS A POLICY

Why portfolio_dividends needs a policy

This is a read-only tool that retrieves dividend calendar information for portfolio analysis. It presents data without side effects, triggering transactions, or modifying any state. While it relates to financial instruments, it does not itself move money or commit financial obligations—it only reads/displays dividend information that helps inform investment decisions.

From the tool's definition Tool name 'portfolio_dividends' with description indicating it provides a 'portfolio dividend calendar' (포트폴리오 배당 캘린더).

Attacks that exploit this kind of access

Questions about portfolio_dividends

What does the portfolio_dividends tool do? +

포트폴리오 배당 캘린더. 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_dividends? +

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

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

Can I rate-limit portfolio_dividends? +

Yes. Add a rate_limit block to the portfolio_dividends 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_dividends completely? +

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

portfolio_dividends 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.