portfolio_load | PolicyLayer

WHAT IT DOES

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

AI agents call portfolio_load 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_load needs a policy

This tool retrieves or queries stored portfolio data with no side effects. It performs a read operation to fetch previously saved portfolio information, consistent with the 'Read' category for data retrieval operations.

From the tool's definition Tool name 'portfolio_load' and description '저장된 포트폴리오 로드' (Korean: 'Load saved portfolio') indicate retrieval of existing portfolio data without modification.

Attacks that exploit this kind of access

Questions about portfolio_load

What does the portfolio_load tool do? +

저장된 포트폴리오 로드. 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_load? +

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

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

Can I rate-limit portfolio_load? +

Yes. Add a rate_limit block to the portfolio_load 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_load completely? +

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

portfolio_load 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.