This tool shows the current portfolio of the given user
AI agents call Show-Portfolio to retrieve information from Zerodha Trading Bot without modifying anything — typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.
This tool retrieves and displays portfolio data for a user without creating, modifying, deleting, or executing any financial transactions. It is purely informational, analogous to querying a database or fetching account details. While the portfolio contains financial information, reading it carries minimal risk compared to tools that actually execute trades (like Buy-Stock or Sell-Stock on the same server).
From the tool's definition Tool name is 'Show-Portfolio' and description states it 'shows the current portfolio' — a retrieval operation with no modification, deletion, or execution of trades.
Attacks that exploit this kind of access
This tool shows the current portfolio of the given user. It is categorised as a Read tool in the Zerodha Trading Bot MCP Server, which means it retrieves data without modifying state.
Register the Zerodha Trading Bot MCP server in PolicyLayer and add a rule for Show-Portfolio: 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 Zerodha Trading Bot. Nothing to install.
Show-Portfolio 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 Show-Portfolio 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 Show-Portfolio. 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.
Show-Portfolio is provided by the Zerodha Trading Bot MCP server (yogendhra9/zerodhamcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
Every MCP server has a record like this.
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