manage_revenue_pipeline

SERVERAdrata SOURCE@adrata/adrata-mcp

Medium RISK CLASS

Category Write

Parameters 00 required

Recommended Rate-limitedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/adrata-adrata-mcp/manage-revenue-pipeline.md

WHAT IT DOES

What manage_revenue_pipeline does on Adrata

AI agents use manage_revenue_pipeline to create or update resources in Adrata, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Adrata environment.

RISK

Why manage_revenue_pipeline is rated Medium

An AI agent can call manage_revenue_pipeline faster than any human can review: one bad instruction and it creates or modifies resources in Adrata by the hundred, each call as confident as the last.

Risk signalsAdmin/system-level operation

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs manage_revenue_pipeline safely

PolicyLayer is an MCP gateway: it sits between your AI agents and Adrata, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For manage_revenue_pipeline, this is the rule to start with:

manage_revenue_pipeline Rate-limited

manage_revenue_pipeline 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.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "manage_revenue_pipeline": {
      "limits": [
        {
          "counter": "manage_revenue_pipeline_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}

LIMIT THIS TOOL → Instant setup, no code required.

The button opens the PolicyLayer dashboard: create your workspace, connect Adrata, apply this rule, and every manage_revenue_pipeline call is checked against it from then on.

FAQ

Questions about manage_revenue_pipeline

What does the manage_revenue_pipeline tool do? +

Create or rename a revenue pipeline or change Ask me first / Move it for me. Propose a stage move with recorded buyer evidence, or approve, dismiss or undo a returned move. Proposals may move immediately when the pipeline is automatic. Changing moveMode to auto immediately evaluates open deals and may apply pending suggestions. Admin and deal-visibility checks are shared with the UI. Never fabricate buyer evidence. Requires approval, auditReason and stable idempotencyKey. Customer success uses shared company records and preserves sales ownership. configure_customer_success payload {name,stages:[{key,name}],defaultOwnerId:string|null,autoEnroll:boolean}, admin only, no historical backfill. enroll_customer needs companyId and admin rights. move_customer needs assignmentId and payload {stageKey,ownerId:string|null}, CS owner/admin only; explicitly include ownerId. Payload create {name,pipelineType,moveMode:ask|auto}; update {name,moveMode:ask|auto}; propose {opportunityId,toStage,evidence:[{kind,summary,sourceType,sourceId}]}. It is categorised as a Write tool in the Adrata MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on manage_revenue_pipeline? +

Register the Adrata MCP server in PolicyLayer and add a rule for manage_revenue_pipeline: 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 Adrata. Nothing to install.

What risk level is manage_revenue_pipeline? +

manage_revenue_pipeline is a Write tool with medium risk. Write tools should be rate-limited to prevent accidental bulk modifications.

Can I rate-limit manage_revenue_pipeline? +

Yes. Add a rate_limit block to the manage_revenue_pipeline 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.

How do I block manage_revenue_pipeline completely? +

Set action: deny in the PolicyLayer policy for manage_revenue_pipeline. 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.

What MCP server provides manage_revenue_pipeline? +

manage_revenue_pipeline is provided by the Adrata MCP server (@adrata/adrata-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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