Medium Risk

set_active_broker

Set the active broker for trading operations in your session

How to control set_active_broker ↓

What set_active_broker does on Turtlestack Lite

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

Medium Risk

Why set_active_broker needs a policy

This tool changes application configuration (active broker selection) that affects subsequent trading behavior. It is Write-level because it modifies session state reversibly—the active broker can be changed back to another broker. While it doesn't directly execute trades, it configures the context for Execute-level operations (like create_order).

From the tool's definition Tool name 'set_active_broker' and description 'Set the active broker for trading operations in your session' indicate configuration state change. The tool modifies session state to determine which broker will execute subsequent trading operations.

Documented attack patterns abuse exactly the kind of access set_active_broker gives an agent:

How to control set_active_broker

PolicyLayer is an MCP gateway — it sits between your AI agents and Turtlestack Lite, and nothing reaches the server without passing your rules. This is the rule we recommend for set_active_broker:

policy.json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "set_active_broker": {
      "limits": [
        {
          "counter": "set_active_broker_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

set_active_broker 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.

  1. Create a free account and register Turtlestack Lite — nothing to install.
  2. Add this policy — paste it, or build it visually.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
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Related tools and policies

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Questions about set_active_broker

What does the set_active_broker tool do? +

Set the active broker for trading operations in your session. It is categorised as a Write tool in the Turtlestack Lite MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on set_active_broker? +

Register the Turtlestack Lite MCP server in PolicyLayer and add a rule for set_active_broker: 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 Turtlestack Lite. Nothing to install.

What risk level is set_active_broker? +

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

Can I rate-limit set_active_broker? +

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

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

set_active_broker is provided by the Turtlestack Lite MCP server (turtlehq-tech/turtlestack-lite). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

Enforce policy on every Turtlestack Lite tool call.

Start from Turtlestack Lite, add the rest of your stack, and see everything your agents can call. Then put policy on all of it.

Free to start. No card required.

45 Turtlestack Lite tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

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