The Holder Performance Summary API provides insights into the performance of institutional investors based on their stock holdings. This data helps track how well institutional holders are performing, their portfolio changes, and how their performance compares to benchmarks like the S&P 500.
AI agents call getHolderPerformanceSummary to retrieve information from Financial Modeling Prep MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves and queries financial performance data about institutional investors and their holdings. It has no side effects—it reads existing data and provides analysis/comparisons to benchmarks. No data is created, modified, deleted, or financial transactions are executed. The tool is purely informational for tracking and understanding investor performance.
From the tool's definition Tool name 'getHolderPerformanceSummary' and description stating it 'provides insights into the performance of institutional investors' and 'helps track' performance metrics.
Attacks that exploit this kind of access
The Holder Performance Summary API provides insights into the performance of institutional investors based on their stock holdings. This data helps track how well institutional holders are performing, their portfolio changes, and how their performance compares to benchmarks like the S&P 500. It is categorised as a Read tool in the Financial Modeling Prep MCP Server MCP Server, which means it retrieves data without modifying state.
Register the Financial Modeling Prep MCP Server MCP server in PolicyLayer and add a rule for getHolderPerformanceSummary: 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 Financial Modeling Prep MCP Server. Nothing to install.
getHolderPerformanceSummary 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 getHolderPerformanceSummary 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 getHolderPerformanceSummary. 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.
getHolderPerformanceSummary is provided by the Financial Modeling Prep MCP Server MCP server (vijitdaroch/financial-modeling-prep-mcp-server). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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