Ploomes

56 tools. 25 can modify or destroy data without limits.

7 destructive tools with no built-in limits. Policy required.

Last updated:

25 can modify or destroy data
31 read-only
56 tools total

Community server · catalogue entry verified 01/07/2026

How to control Ploomes ↓

What Ploomes exposes to your agents

Read (31) Write / Execute (18) Destructive / Financial (7)
Critical Risk

The most dangerous Ploomes tools

25 of Ploomes's 56 tools can modify, destroy, or commit something on every call — and an agent calls them with no built-in limits.

How to control Ploomes

PolicyLayer is an MCP gateway — it sits between your AI agents and Ploomes, and nothing reaches the server without passing your rules. These are the rules we recommend:

Deny destructive operations
{
  "ploomes_contacts_delete": {
    "deny_if": [
      {
        "conditions": [],
        "on_deny": "Blocked by default. Requires approval."
      }
    ]
  }
}

Destructive tools should never be available to autonomous agents without human approval.

Rate limit write operations
{
  "ploomes_contacts_create": {
    "limits": [
      {
        "counter": "ploomes_contacts_create_per_hour",
        "window": "hour",
        "max": 30,
        "scope": "grant"
      }
    ]
  }
}

Prevents bulk unintended modifications from agents caught in loops.

Cap read operations
{
  "ploomes_account_info": {
    "limits": [
      {
        "counter": "ploomes_account_info_per_minute",
        "window": "minute",
        "max": 60,
        "scope": "grant"
      }
    ]
  }
}

Controls API costs and prevents retry loops from exhausting upstream rate limits.

  1. Create a free account and register Ploomes — nothing to install.
  2. Add these rules — paste them, or build them visually. Tune the limits to your setup.
  3. Point your MCP client (Claude, Cursor, anything) at your gateway URL.
ENFORCE POLICY ON PLOOMES →

Instant setup, no code required.

All 56 Ploomes tools

WRITE 18 tools
Write ploomes_contacts_create Create a new contact in Ploomes CRM. Name is required. Use OtherProperties to set custom fields.\n\n Write ploomes_contacts_update Update an existing contact in Ploomes CRM by ID. Only provided fields are changed; omitted fields remain untou Write ploomes_deals_create Create a new deal (opportunity) in Ploomes CRM. Title is required. Write ploomes_deals_lose Mark a deal as lost in Ploomes CRM. Sets the deal StatusId to 3 (Lost). Write ploomes_deals_reopen Reopen a previously won or lost deal in Ploomes CRM. Write ploomes_deals_update Update an existing deal in Ploomes CRM. Only provided fields are changed. Write ploomes_deals_win Mark a deal as won in Ploomes CRM. Sets the deal StatusId to 2 (Won). Write ploomes_interactions_create Create a new interaction record (note, email, activity) in Ploomes CRM. Attach to a deal and/or contact. If De Write ploomes_interactions_update Update an existing interaction record in Ploomes CRM. Only provided fields are changed. Write ploomes_orders_create Create a new order in Ploomes CRM. ContactId is required. Write ploomes_orders_update Update an existing order in Ploomes CRM by ID. Only provided fields are changed. Write ploomes_products_create Create a new product in Ploomes CRM. Name is required. Write ploomes_products_update Update an existing product in Ploomes CRM by ID. Only provided fields are changed. Write ploomes_quotes_create Create a new quote (proposal) in Ploomes CRM. DealId is required. The QuoteNumber is auto-generated (read-only Write ploomes_quotes_update Update an existing quote in Ploomes CRM by ID. Only provided fields are changed. The QuoteNumber is read-only Write ploomes_tasks_create Create a new task in Ploomes CRM. Attach to a deal via DealId or to a contact via ContactId. Write ploomes_tasks_finish Mark a task as finished (completed) in Ploomes CRM. Sends {Finished: true} to the API. Write ploomes_tasks_update Update an existing task in Ploomes CRM by ID. Only provided fields are changed.
READ 31 tools
Read ploomes_account_info Get information about the current Ploomes CRM account including company Name, Email, Phone, Website, Read ploomes_contacts_get Get a single contact by ID from Ploomes CRM.\n\n Read ploomes_contacts_list Search and list contacts in Ploomes CRM. Supports OData filtering, sorting, field selection, and pagination.\n Read ploomes_contacts_origins_list List available contact/lead origins in Ploomes CRM (e.g., Website, Referral, Cold Call). Returns Id and Name. Read ploomes_contacts_status_list List available contact statuses in Ploomes CRM (e.g., Ativo/Active, Inativo/Inactive). Returns Id and Name. Us Read ploomes_contacts_types_list List available contact types in Ploomes CRM (e.g., Pessoa/Person, Empresa/Company). Returns Id and Name for ea Read ploomes_currencies_list List available currencies in Ploomes CRM (e.g., BRL, USD, EUR). Returns Id, Symbol, Name, etc. Use the returne Read ploomes_deals_get Get a single deal by ID from Ploomes CRM. Use $expand to include related entities. Read ploomes_deals_list Search and list deals (opportunities) in Ploomes CRM. Supports OData filtering, sorting, field selection, and Read ploomes_deals_loss_reasons_list List available loss reasons for deals in Ploomes CRM. Returns Id and Name. You MUST provide a valid LossReason Read ploomes_deals_status_list List available deal statuses in Ploomes CRM. Typically: 1=Open (Aberto), 2=Won (Ganho), 3=Lost (Perdido). Retu Read ploomes_fields_entities_list List entity types that support custom fields in Ploomes CRM. Returns Id and Name. Known EntityId values: 1=Con Read ploomes_fields_list List custom fields configured in Ploomes CRM. Filter by EntityId to get fields for a specific entity. Read ploomes_fields_options_list List individual options within a dropdown-type custom field in Ploomes CRM. Filter by OptionsTableId to get op Read ploomes_fields_options_tables_list List options tables (dropdown value sets) for custom fields in Ploomes CRM. Each table contains the valid opti Read ploomes_fields_types_list List available custom field types in Ploomes CRM. Returns Id, Name, NativeType. The NativeType tells you which Read ploomes_interactions_get Get a single interaction record by ID from Ploomes CRM. Use $expand to include related entities like Contact, Read ploomes_interactions_list Search and list interaction records (notes, emails, activities) in Ploomes CRM. Supports OData filtering, sort Read ploomes_orders_get Get a single order by ID from Ploomes CRM. Use $expand to include related entities like OtherProperties, Produ Read ploomes_orders_list Search and list orders in Ploomes CRM. Supports OData filtering, sorting, field selection, and pagination. Use Read ploomes_orders_stages_list List available order stages in Ploomes CRM. Returns Id and Name. Use the returned Id as StageId when creating Read ploomes_pipelines_list List all sales pipelines (funnels) in Ploomes CRM. Pipelines contain stages that deals move through. Read ploomes_products_get Get a single product by ID from Ploomes CRM. Use $expand to include related entities like OtherProperties, Gro Read ploomes_products_list Search and list products in Ploomes CRM. Use to find product IDs for deals and quotes. Supports OData filterin Read ploomes_quotes_get Get a single quote (proposal) by ID from Ploomes CRM. Use $expand to include related entities like OtherProper Read ploomes_quotes_list Search and list quotes (proposals) in Ploomes CRM. Supports OData filtering, sorting, field selection, and pag Read ploomes_stages_list List pipeline stages in Ploomes CRM. Stages define the sequential steps within a pipeline that deals progress Read ploomes_tasks_get Get a single task by ID from Ploomes CRM. Use $expand to include related entities. Read ploomes_tasks_list Search and list tasks in Ploomes CRM. Supports OData filtering, sorting, field selection, and pagination. Read ploomes_tasks_types_list List available task types in Ploomes CRM (e.g., Ligação/Call, Reunião/Meeting, E-mail, Visita/Visit). Returns Read ploomes_users_list List users in the Ploomes CRM account. Returns Id, Name, Email, AvatarUrl, RoleId, ProfileId, Phone, etc.

Related servers

Other MCP servers with similar tools — same risk classification, starter policies for each.

Questions about Ploomes

Can an AI agent delete data through the Ploomes MCP server? +

Yes. The Ploomes server exposes 7 destructive tools including ploomes_contacts_delete, ploomes_deals_delete, ploomes_interactions_delete. These permanently remove resources with no undo. PolicyLayer blocks destructive tools by default so they never reach the upstream server.

How do I prevent bulk modifications through Ploomes? +

The Ploomes server has 18 write tools including ploomes_contacts_create, ploomes_contacts_update, ploomes_deals_create. Set a rate limit in your policy -- for example, 10 calls per hour prevents an agent from making more than 10 modifications per hour. PolicyLayer enforces this at the gateway, before calls reach Ploomes.

How many tools does the Ploomes MCP server expose? +

56 tools across 3 categories: Destructive, Read, Write. 31 are read-only. 25 can modify, create, or delete data.

How do I enforce a policy on Ploomes? +

Register the Ploomes MCP server in PolicyLayer, apply the suggested rules above (adjust the limits to your use case), and point your AI client at the PolicyLayer proxy URL instead of the server directly. Your agents keep the same tools; PolicyLayer evaluates every call against policy before it executes. Nothing to install, live in minutes.

Enforce policy on every Ploomes tool call.

Deterministic rules across all 56 Ploomes tools. Per-identity grants. Full audit log. Live in minutes. Nothing to install.

Instant setup, no code required.

56 Ploomes tools catalogued and risk-classified — across an index of 43,000+ MCP servers.

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