portfolio_pnl
AI agents call portfolio_pnl 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.
PnL (Profit and Loss) tools retrieve financial metrics computed from existing portfolio positions and market data. No description provided, but the naming convention and context within an investment analysis server indicate this queries portfolio performance metrics rather than executing trades, modifying positions, or committing financial obligations.
From the tool's definition Tool name 'portfolio_pnl' strongly suggests retrieval of portfolio profit-and-loss data. The empty description limits certainty, but PnL calculation is a read operation that queries existing portfolio state without modification.
Attacks that exploit this kind of access
portfolio_pnl. 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_pnl: 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_pnl 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_pnl 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_pnl. 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_pnl 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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