Place a buy or sell order for a stock/ETF on Fidelity. Supports market and limit orders. Use dry_run=true to preview without executing. For penny stocks (<$1) and extended hours, limit orders are used automatically.
AI agents use fidelity_place_order 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 financial trades (buy/sell orders) on a live Fidelity brokerage account, committing real money. Misuse could result in significant financial loss through unintended trades. Although a dry_run option exists, the default path executes real orders, making this a critical Financial risk.
From the tool's definition Place a buy or sell order for a stock/ETF on Fidelity. Supports market and limit orders.
Attacks that exploit this kind of access
Place a buy or sell order for a stock/ETF on Fidelity. Supports market and limit orders. Use dry_run=true to preview without executing. For penny stocks (<$1) and extended hours, limit orders are used automatically. 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_place_order: 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_place_order 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_place_order 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_place_order. 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_place_order 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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