Tool Authorization

Authorization matrix showing which agents can invoke each MCP tool, based on live scope grants

7
Registered Tools
7
Active Grants
0
No Active Consumer

Authorization Matrix

Scope × Agent
ScopeTools
Meridian Advisor
Personal Assistant
Tax Agent
Read Portfolio
read:portfolio
get_portfolio
Read Holdings
read:holdings
get_holdings
Execute Trades
execute:trades
execute_trade
Read Tax Docs
read:tax_documents
get_tax_summary
Read Balance
read:portfolio_balance
get_balance
Read Statements
read:statements
get_statements
Read Transactions
read:transaction_history
get_transactions

Registered Tools

get_portfolio
Meridian Wealth
15 minutes
Required Scope
read:portfolio
Agent Access
Meridian Advisor
get_holdings
Meridian Wealth
15 minutes
Required Scope
read:holdings
Agent Access
Meridian Advisor
execute_trade
Meridian Wealth
5 minutes
Required Scope
execute:trades
Agent Access
Meridian Advisor
get_tax_summary
Meridian Wealth
5 minutes
Required Scope
read:tax_documents
Agent Access
Meridian Advisor
get_balance
Meridian Wealth
5 minutes
Required Scope
read:portfolio_balance
Agent Access
Personal Assistant
get_statements
Meridian Wealth
5 minutes
Required Scope
read:statements
Agent Access
Personal Assistant
get_transactions
Meridian Wealth
15 minutes
Required Scope
read:transaction_history
Agent Access
Tax Agent
5–15 min
Token Lifetime
Short-lived for security
Narrow
Scope Per Tool
Minimum privileges
Instant
Revocation
Immediate token invalidation

Live from the Agent Control Panel

This matrix reflects real-time scope grants. Toggle scopes or revoke agents in Settings to see changes propagate instantly.