roam_create_outline
Add a structured outline to an existing page or block (by title text or uid), with customizable nesting levels. To create a new page with an outline, use the
This record as markdown: /tools/2b3pro-roam-research-mcp/roam-create-outline.md
What roam_create_outline does on Roam Research
AI agents use roam_create_outline to create or update resources in Roam Research, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Roam Research environment.
Why roam_create_outline is rated Medium
This tool creates new content (an outline structure) within existing pages or blocks, which is a reversible modification operation. It does not execute arbitrary code, delete data, or move money. The blast radius is medium because an AI agent could add unintended outlines to important pages, but the action is reversible via Roam's undo functionality or manual deletion.
From the tool's definition Tool name is 'roam_create_outline' and description states it will 'Add a structured outline to an existing page or block', indicating it creates or modifies data within Roam Research by adding new structured content to pages.
Attacks that exploit this kind of access
The rule that runs roam_create_outline safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Roam Research, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For roam_create_outline, this is the rule to start with:
roam_create_outline 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.
The button opens the PolicyLayer dashboard: create your workspace, connect Roam Research, apply this rule, and every roam_create_outline call is checked against it from then on.
Questions about roam_create_outline
Add a structured outline to an existing page or block (by title text or uid), with customizable nesting levels. To create a new page with an outline, use the. It is categorised as a Write tool in the Roam Research MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
Register the Roam Research MCP server in PolicyLayer and add a rule for roam_create_outline: 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 Roam Research. Nothing to install.
roam_create_outline is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.
Yes. Add a rate_limit block to the roam_create_outline 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 roam_create_outline. 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.
roam_create_outline is provided by the Roam Research MCP server (2b3pro/roam-research-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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