get_account_balance

get_account_balance

Server Investment Statement MCP Server vinnycarter05/investing-mcp
Category Read
Risk class Low
Parameters 00 required

What get_account_balance does on Investment Statement MCP Server

AI agents call get_account_balance to retrieve information from Investment Statement MCP Server without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

Why get_account_balance needs a policy

This tool retrieves account balance information from investment statements without modifying, deleting, or executing operations. It is a straightforward data retrieval operation. Confidence is high despite the empty description because the tool name is explicit and consistent with the server's stated query-and-search functionality.

From the tool's definition Tool name 'get_account_balance' indicates retrieval of account balance data. Server description emphasizes 'query' and 'supports semantic search for...account balances' with no mention of modification.

Questions about get_account_balance

What does the get_account_balance tool do? +

get_account_balance. It is categorised as a Read tool in the Investment Statement MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on get_account_balance? +

Register the Investment Statement MCP Server MCP server in PolicyLayer and add a rule for get_account_balance: 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 Investment Statement MCP Server. Nothing to install.

What risk level is get_account_balance? +

get_account_balance is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit get_account_balance? +

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

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

get_account_balance is provided by the Investment Statement MCP Server MCP server (vinnycarter05/investing-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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