present_portfolio_save

WHAT IT DOES

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

AI agents use present_portfolio_save to create or update resources in PM-MCP (Portfolio Management MCP Server) — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your PM-MCP (Portfolio Management MCP Server) environment.

WHY IT NEEDS A POLICY

Why present_portfolio_save needs a policy

This tool modifies portfolio data by persisting it to storage. This is a Write operation (creates or modifies data reversibly) rather than Read (no side effects), Execute (code/command triggering), or higher severity categories. The empty description limits confidence slightly, but the tool name clearly indicates data modification.

From the tool's definition Tool name 'present_portfolio_save' indicates a save/persistence operation on portfolio data. The 'save' suffix and context within a portfolio management server suggest writing/storing portfolio state.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

present_portfolio_save Rate-limited

present_portfolio_save stays usable, but capped — an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "present_portfolio_save": {
      "limits": [
        {
          "counter": "present_portfolio_save_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL →

Instant setup, no code required.

PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches PM-MCP (Portfolio Management MCP Server), so you can run agents against it safely.

FAQ

Questions about present_portfolio_save

What does the present_portfolio_save tool do? +

present_portfolio_save. It is categorised as a Write tool in the PM-MCP (Portfolio Management MCP Server) MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on present_portfolio_save? +

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

present_portfolio_save is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit present_portfolio_save? +

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

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

present_portfolio_save 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.