update_monthly_returns · Investment Statement MCP Server MCP

WHAT IT DOES

What update_monthly_returns does on Investment Statement MCP Server

AI agents use update_monthly_returns to create or update resources in Investment Statement MCP Server — usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Investment Statement MCP Server environment.

WHY IT NEEDS A POLICY

Why update_monthly_returns needs a policy

The tool name contains 'update', a write operation verb, suggesting it modifies existing monthly return records. Given the server's purpose of storing and querying investment data from multiple institutions, this likely creates or modifies calculated return metrics. Without a description, confidence is reduced, but 'update' is a clear Write signal.

From the tool's definition Tool name 'update_monthly_returns' suggests modification of return data. Server context indicates storage of investment statement data in SQLite and vector databases. The verb 'update' indicates write/modify operations.

Attacks that exploit this kind of access

Recommended rule Ready

Verdict

update_monthly_returns Rate-limited

update_monthly_returns 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": {
    "update_monthly_returns": {
      "limits": [
        {
          "counter": "update_monthly_returns_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 Investment Statement MCP Server, so you can run agents against it safely.

FAQ

Questions about update_monthly_returns

What does the update_monthly_returns tool do? +

update_monthly_returns. It is categorised as a Write tool in the Investment Statement 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 update_monthly_returns? +

Register the Investment Statement MCP Server MCP server in PolicyLayer and add a rule for update_monthly_returns: 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 update_monthly_returns? +

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

Can I rate-limit update_monthly_returns? +

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

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

update_monthly_returns 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.