Place multiple buy/sell orders sequentially in a single account. Useful for portfolio rebalancing. Each order is placed one at a time. Returns results for each order.
AI agents use fidelity_batch_orders to commit financial operations through Claude Fidelity — usually the final step of a payment, billing, or trading workflow. A call moves real money.
This tool directly executes real financial trades (buy/sell orders) on a Fidelity brokerage account. Placing multiple orders sequentially compounds the financial risk — an AI agent misusing this tool could commit significant financial obligations or cause substantial monetary loss across multiple trades in a single invocation. This is unambiguously Financial category at critical severity.
From the tool's definition Place multiple buy/sell orders sequentially in a single account. Useful for portfolio rebalancing. Each order is placed one at a time.
Attacks that exploit this kind of access
Place multiple buy/sell orders sequentially in a single account. Useful for portfolio rebalancing. Each order is placed one at a time. Returns results for each order. It is categorised as a Financial tool in the Claude Fidelity MCP Server, which means it involves financial transactions. Block by default and require explicit approval.
Register the Claude Fidelity MCP server in PolicyLayer and add a rule for fidelity_batch_orders: 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 Claude Fidelity. Nothing to install.
fidelity_batch_orders is a Financial tool with critical risk. Critical-risk tools should be blocked by default and only enabled with explicit human approval.
Yes. Add a rate_limit block to the fidelity_batch_orders 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 fidelity_batch_orders. 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.
fidelity_batch_orders is provided by the Claude Fidelity MCP server (tylerflar/claude-fidelity-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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