preview_rebalance_for_user

Perform a dry run of rebalancing across all accounts to see what trades would be recommended.

Server Composer Trade tanwithme/composer-trade-mcp
Category Read
Risk class Low
Parameters 00 required

What preview_rebalance_for_user does on Composer Trade

AI agents call preview_rebalance_for_user to retrieve information from Composer Trade without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why preview_rebalance_for_user needs a policy

This is explicitly a dry run/preview that shows what trades *would* be recommended without actually executing them. No real trades or financial commitments are made. However, severity is medium because it accesses sensitive financial portfolio data across all accounts, and the context (a trading platform) means misuse could still inform harmful decisions.

From the tool's definition Perform a dry run of rebalancing across all accounts to see what trades would be recommended

Questions about preview_rebalance_for_user

What does the preview_rebalance_for_user tool do? +

Perform a dry run of rebalancing across all accounts to see what trades would be recommended. It is categorised as a Read tool in the Composer Trade MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on preview_rebalance_for_user? +

Register the Composer Trade MCP server in PolicyLayer and add a rule for preview_rebalance_for_user: 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 Composer Trade. Nothing to install.

What risk level is preview_rebalance_for_user? +

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

Can I rate-limit preview_rebalance_for_user? +

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

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

preview_rebalance_for_user is provided by the Composer Trade MCP server (tanwithme/composer-trade-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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