profile_strategy · Tradeblocks MCP: Risk & Policy

WHAT IT DOES

What profile_strategy does on Tradeblocks

AI agents use profile_strategy to create or update resources in Tradeblocks — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Tradeblocks environment.

WHY IT NEEDS A POLICY

Why profile_strategy needs a policy

An AI agent can call profile_strategy faster than any human can review — one bad instruction and it creates or modifies resources in Tradeblocks by the hundred, each call as confident as the last.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

profile_strategy Rate-limited

profile_strategy 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": {
    "profile_strategy": {
      "limits": [
        {
          "counter": "profile_strategy_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 Tradeblocks, so you can run agents against it safely.

FAQ

Questions about profile_strategy

What does the profile_strategy tool do? +

Create or update a strategy profile for a block. Stores structure type, greeks bias, legs, entry filters, exit rules, expected regimes, key metrics, and position sizing. If a profile with the same block_id + strategy_name already exists, it is overwritten (upsert). When profiling the same strategy across multiple blocks (e.g., backtest vs live portfolio), retrieve the existing profile with get_strategy_profile and copy its fields, updating only positionSizing or other block-specific params rather than re-asking the user for all details. It is categorised as a Write tool in the Tradeblocks MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on profile_strategy? +

Register the Tradeblocks MCP server in PolicyLayer and add a rule for profile_strategy: 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 Tradeblocks. Nothing to install.

What risk level is profile_strategy? +

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

Can I rate-limit profile_strategy? +

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

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

profile_strategy is provided by the Tradeblocks MCP server (tradeblocks-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.