Get detailed info for a specific position including cost basis, quantity, and P&L.
AI agents call get_position_details 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 retrieves and queries existing portfolio position information (cost basis, quantity, profit/loss) without creating, modifying, deleting, or executing any operations. It is a read-only query into account data, presenting minimal risk even if misused by an AI agent, as it cannot alter positions or financial state.
From the tool's definition Tool name 'get_position_details' and description 'Get detailed info for a specific position including cost basis, quantity, and P&L' indicates pure data retrieval with no modifications or side effects.
Attacks that exploit this kind of access
Get detailed info for a specific position including cost basis, quantity, and P&L. 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_position_details: 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_position_details 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_position_details 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_position_details. 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_position_details 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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