fidelity_get_quote

Get the current price for a stock/ETF symbol via Fidelity

Server Claude Fidelity tylerflar/claude-fidelity-mcp
Category Read
Risk class Low
Parameters 00 required

What fidelity_get_quote does on Claude Fidelity

AI agents call fidelity_get_quote 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.

Why fidelity_get_quote needs a policy

This tool only retrieves real-time price information—a read-only query operation. It does not create, modify, delete, execute code, or move money. While the server overall can perform financial transactions (fidelity_place_order), this specific tool is limited to data retrieval. The low severity reflects that misuse would only expose market data already public, with no capability to affect accounts or positions.

From the tool's definition Tool name 'fidelity_get_quote' and description 'Get the current price for a stock/ETF symbol' indicate retrieval of publicly available market data with no modification of account state, positions, or financial holdings.

Questions about fidelity_get_quote

What does the fidelity_get_quote tool do? +

Get the current price for a stock/ETF symbol via Fidelity. It is categorised as a Read tool in the Claude Fidelity MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on fidelity_get_quote? +

Register the Claude Fidelity MCP server in PolicyLayer and add a rule for fidelity_get_quote: 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.

What risk level is fidelity_get_quote? +

fidelity_get_quote is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit fidelity_get_quote? +

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

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

fidelity_get_quote 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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