sync_portfolio_to_drive · My Portfolio MCP Server MCP

WHAT IT DOES

What sync_portfolio_to_drive does on My Portfolio MCP Server

AI agents use sync_portfolio_to_drive 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 sync_portfolio_to_drive needs a policy

This tool uploads/syncs the portfolio database to Google Drive, which is a Write operation (data is being pushed/created/updated in an external storage system). It is not Destructive as it doesn't delete data, not Financial as it doesn't move money, and not Execute as it's not running arbitrary code.

From the tool's definition Manually trigger a sync of the portfolio database to Google Drive

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

sync_portfolio_to_drive Rate-limited

sync_portfolio_to_drive 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": {
    "sync_portfolio_to_drive": {
      "limits": [
        {
          "counter": "sync_portfolio_to_drive_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 sync_portfolio_to_drive

What does the sync_portfolio_to_drive tool do? +

Manually trigger a sync of the portfolio database to Google Drive. 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 sync_portfolio_to_drive? +

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

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

Can I rate-limit sync_portfolio_to_drive? +

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

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

sync_portfolio_to_drive 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.