Get a fund's portfolio holdings.
AI agents call get_fund_holdings to retrieve information from Thesma MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool queries and retrieves existing fund portfolio data without modifying, deleting, or executing any operations. It fits the Read category as it simply fetches information. Severity is low because retrieving public or semi-public financial holdings data carries minimal risk of harm even if misused by an AI agent.
From the tool's definition Tool name 'get_fund_holdings' and description 'Get a fund's portfolio holdings' indicate a retrieval operation with no modification capability. The verb 'Get' and lack of any write/delete/execute keywords confirm this is a read-only query.
Attacks that exploit this kind of access
Get a fund's portfolio holdings. It is categorised as a Read tool in the Thesma MCP Server MCP Server, which means it retrieves data without modifying state.
Register the Thesma MCP Server MCP server in PolicyLayer and add a rule for get_fund_holdings: 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 Thesma MCP Server. Nothing to install.
get_fund_holdings 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 get_fund_holdings 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 get_fund_holdings. 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.
get_fund_holdings is provided by the Thesma MCP Server MCP server (thesma-dev/thesma-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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