record_daily_positions_batch · My Portfolio MCP Server MCP

WHAT IT DOES

What record_daily_positions_batch does on My Portfolio MCP Server

AI agents use record_daily_positions_batch 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_positions_batch needs a policy

This tool writes/creates multiple daily position records in batch, including retroactive data. It modifies portfolio state by recording historical positions, which could significantly distort portfolio history and analytics if misused.

From the tool's definition Record multiple daily positions at once (for retroactive data)

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

record_daily_positions_batch Rate-limited

record_daily_positions_batch 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_positions_batch": {
      "limits": [
        {
          "counter": "record_daily_positions_batch_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_positions_batch

What does the record_daily_positions_batch tool do? +

Record multiple daily positions at once (for retroactive data). 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_positions_batch? +

Register the My Portfolio MCP Server MCP server in PolicyLayer and add a rule for record_daily_positions_batch: 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_positions_batch? +

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

Can I rate-limit record_daily_positions_batch? +

Yes. Add a rate_limit block to the record_daily_positions_batch 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_positions_batch completely? +

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

record_daily_positions_batch 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.