Get all positions (holdings) across all Fidelity accounts. Returns account details with stock ticker, quantity, price, and value for each holding.
AI agents call fidelity_get_positions to retrieve information from Claude Fidelity without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves financial account holdings information without side effects. While the data itself is sensitive (account positions and valuations), the operation is read-only.
From the tool's definition Tool description states 'Get all positions (holdings)' and 'Returns account details with stock ticker, quantity, price, and value for each holding' — purely retrieval operations with no modification or deletion of data.
Attacks that exploit this kind of access
Get all positions (holdings) across all Fidelity accounts. Returns account details with stock ticker, quantity, price, and value for each holding. It is categorised as a Read tool in the Claude Fidelity MCP Server, which means it retrieves data without modifying state.
Register the Claude Fidelity MCP server in PolicyLayer and add a rule for fidelity_get_positions: 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_get_positions 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 fidelity_get_positions 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_get_positions. 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_get_positions 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.
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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