technical_summary

기술적 지표 종합 요약 (RSI + MACD + Bollinger Bands)

Category Read
Risk class Low
Parameters 00 required

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

AI agents call technical_summary 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 technical_summary needs a policy

This tool analyzes existing technical indicators and provides summary metrics. It retrieves and processes historical/current market data to generate reports but does not execute trades, modify portfolios, delete data, or trigger external operations. It performs read-only analysis similar to other tools on the server like 'analyze_dip_candidates_tool' and 'analytics_rank' which are analytical in nature.

From the tool's definition Tool generates a technical summary combining RSI, MACD, and Bollinger Bands analysis. The description and function name indicate data retrieval and analysis of market indicators without modification, creation, or deletion of data.

Questions about technical_summary

What does the technical_summary tool do? +

기술적 지표 종합 요약 (RSI + MACD + Bollinger Bands). 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 technical_summary? +

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

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

Can I rate-limit technical_summary? +

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

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

technical_summary 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.

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