fundos_draft_transaction
Use this to start a transaction record (term-sheet to closing) when a deal moves from diligence into negotiation. Seeds the default task pack. Always confirm parties + target_close_date with a human before issuing.
This record as markdown: /tools/8vdx1-fundos-mcp/fundos-draft-transaction.md
What fundos_draft_transaction does on Fundos
AI agents use fundos_draft_transaction to create or update resources in Fundos, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Fundos environment.
Why fundos_draft_transaction is rated Medium
This tool creates a new transaction record in the deal pipeline, which is a Write operation. The severity is high because it initiates formal deal transaction records (term-sheet to closing) with real parties and financial implications. While it may seed financial deal data, it does not itself move money or commit financial obligations — it drafts/records the transaction rather than executing it.
From the tool's definition 'start a transaction record', 'Seeds the default task pack', 'Always confirm parties + target_close_date with a human before issuing'
Attacks that exploit this kind of access
The rule that runs fundos_draft_transaction safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Fundos, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For fundos_draft_transaction, this is the rule to start with:
fundos_draft_transaction 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 Fundos, apply this rule, and every fundos_draft_transaction call is checked against it from then on.
Questions about fundos_draft_transaction
Use this to start a transaction record (term-sheet to closing) when a deal moves from diligence into negotiation. Seeds the default task pack. Always confirm parties + target_close_date with a human before issuing. It is categorised as a Write tool in the Fundos MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
Register the Fundos MCP server in PolicyLayer and add a rule for fundos_draft_transaction: 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 Fundos. Nothing to install.
fundos_draft_transaction 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 fundos_draft_transaction 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 fundos_draft_transaction. 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.
fundos_draft_transaction is provided by the Fundos MCP server (8vdx1/fundos-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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