Get all positions enriched with live prices, market value, and unrealized gain/loss, optionally filtered by status
AI agents call get_position_summary to retrieve information from My Portfolio MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool performs a read-only query of portfolio positions and enriches the results with calculated or live data. It retrieves information about investments (positions, prices, valuations) but does not create, modify, delete, or execute any side effects. No financial transactions are initiated.
From the tool's definition Tool name 'get_position_summary' and description 'Get all positions enriched with live prices, market value, and unrealized gain/loss' indicate a retrieval operation that returns data without modifying or deleting anything.
Attacks that exploit this kind of access
Get all positions enriched with live prices, market value, and unrealized gain/loss, optionally filtered by status. It is categorised as a Read tool in the My Portfolio MCP Server MCP Server, which means it retrieves data without modifying state.
Register the My Portfolio MCP Server MCP server in PolicyLayer and add a rule for get_position_summary: 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 My Portfolio MCP Server. Nothing to install.
get_position_summary 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 get_position_summary 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 get_position_summary. 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.
get_position_summary is provided by the My Portfolio MCP Server MCP server (udaybhasker-ub/my-portfolio-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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