record_daily_position · My Portfolio MCP Server MCP

WHAT IT DOES

What record_daily_position does on My Portfolio MCP Server

AI agents use record_daily_position to create or update resources in My Portfolio MCP Server — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your My Portfolio MCP Server environment.

WHY IT NEEDS A POLICY

Why record_daily_position needs a policy

This tool writes a daily snapshot of a portfolio position. It creates new snapshot data (a reversible, time-stamped record) without deleting or overwriting existing data. It does not execute code, move money, or irreversibly destroy data, placing it firmly in the Write category. Misuse could result in inaccurate portfolio records, hence medium severity.

From the tool's definition Record a single daily position snapshot

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

record_daily_position Rate-limited

record_daily_position stays usable, but capped — an agent stuck in a loop can't make hundreds of changes a minute. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "record_daily_position": {
      "limits": [
        {
          "counter": "record_daily_position_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL →

Instant setup, no code required.

PolicyLayer is an MCP gateway: every tool call is checked against your rule before it reaches My Portfolio MCP Server, so you can run agents against it safely.

FAQ

Questions about record_daily_position

What does the record_daily_position tool do? +

Record a single daily position snapshot. It is categorised as a Write tool in the My Portfolio MCP Server MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on record_daily_position? +

Register the My Portfolio MCP Server MCP server in PolicyLayer and add a rule for record_daily_position: 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.

What risk level is record_daily_position? +

record_daily_position is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit record_daily_position? +

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

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

record_daily_position 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.