Get account summary including net liquidation value, buying power, cash balance, and margin info.
AI agents call get_account_summary to retrieve information from IB Portfolio Tracker MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool queries and returns existing account information (net liquidation value, buying power, cash balance, margin details) without any side effects. It is a read-only operation that retrieves data for visibility and analysis purposes. While the underlying account data is financially sensitive, the tool itself performs no write, destructive, execute, or financial movement operations.
From the tool's definition Tool is described as 'Get account summary including net liquidation value, buying power, cash balance, and margin info' — purely retrieval of account status data with no modification, creation, deletion, or financial transaction.
Attacks that exploit this kind of access
Get account summary including net liquidation value, buying power, cash balance, and margin info. It is categorised as a Read tool in the IB Portfolio Tracker MCP Server MCP Server, which means it retrieves data without modifying state.
Register the IB Portfolio Tracker MCP Server MCP server in PolicyLayer and add a rule for get_account_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 IB Portfolio Tracker MCP Server. Nothing to install.
get_account_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_account_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_account_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_account_summary is provided by the IB Portfolio Tracker MCP Server MCP server (vinbg/ib-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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