Get complete portfolio for a wallet including account balance, all positions with computed PnL, and summary metrics.
AI agents call get_portfolio to retrieve information from TradeX MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves and queries portfolio data without side effects. It does not create, modify, delete, or execute transactions. While the server context involves financial trading (increasing severity context), this specific tool is a data retrieval operation.
From the tool's definition Tool name is 'get_portfolio' and description states 'Get complete portfolio for a wallet' - uses verb 'Get' indicating retrieval only.
Attacks that exploit this kind of access
Get complete portfolio for a wallet including account balance, all positions with computed PnL, and summary metrics. It is categorised as a Read tool in the TradeX MCP Server MCP Server, which means it retrieves data without modifying state.
Register the TradeX MCP Server MCP server in PolicyLayer and add a rule for get_portfolio: 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 TradeX MCP Server. Nothing to install.
get_portfolio 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_portfolio 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_portfolio. 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_portfolio is provided by the TradeX MCP Server MCP server (tradexcards/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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