Get insider and institutional ownership data for a stock.
AI agents call get_insider_holdings to retrieve information from yfinance MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool performs a read-only query of public financial data (insider holdings information). It has no side effects, cannot modify data, execute operations, or affect financial transactions. The blast radius of misuse is minimal—an AI agent could retrieve ownership data it shouldn't access, but cannot alter positions, execute trades, or trigger external effects. Classified as Read/low severity.
From the tool's definition Tool retrieves 'insider and institutional ownership data' with no modification capability. The name and description indicate a data query operation only.
Attacks that exploit this kind of access
Get insider and institutional ownership data for a stock. It is categorised as a Read tool in the yfinance MCP Server MCP Server, which means it retrieves data without modifying state.
Register the yfinance MCP Server MCP server in PolicyLayer and add a rule for get_insider_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 yfinance MCP Server. Nothing to install.
get_insider_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_insider_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_insider_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_insider_holdings is provided by the yfinance MCP Server MCP server (torosent/yfinance-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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Type a name, get the same breakdown: verified identity, auth posture, risk grade, capabilities, recommended policy.
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