sloan_handoff
Hand a prospect to Sloan (the AI executive assistant): creates a follow-up objective so Sloan pursues the meeting goal in the seller's autonomy mode (DraftOnly by default — every email waits for approval). GOVERNED WRITE: pass approved=true with a reason (and ideally an idempotencyKey); without a...
This record as markdown: /tools/adrata-starfield-mcp/sloan-handoff.md
What sloan_handoff does on Starfield
AI agents use sloan_handoff to create or update resources in Starfield, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Starfield environment.
| Parameter | Type | Required | Description |
|---|---|---|---|
name | string | — | Prospect full name (resolved against workspace people) |
email | string | — | Prospect email when no personId is known |
reason | string | — | Audit reason for this write |
approved | boolean | — | Explicit user approval for this write |
personId | string | — | CRM person id of the prospect (preferred) |
timezone | string | — | Prospect IANA timezone, if known |
meetingGoal | string | — | What Sloan should book, e.g. 'Book a 30-min security review' |
autonomyMode | string | — | Optional; may only LOWER autonomy versus the seller's configured mode |
idempotencyKey | string | — | Idempotency key for the write |
Parameters from the server's own tool schema.
Why sloan_handoff is rated Medium
An AI agent can call sloan_handoff faster than any human can review: one bad instruction and it creates or modifies resources in Starfield by the hundred, each call as confident as the last.
Risk signalsBulk/mass operation — affects multiple targets
Attacks that exploit this kind of access
The rule that runs sloan_handoff safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Starfield, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For sloan_handoff, this is the rule to start with:
sloan_handoff 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 Starfield, apply this rule, and every sloan_handoff call is checked against it from then on.
Questions about sloan_handoff
Hand a prospect to Sloan (the AI executive assistant): creates a follow-up objective so Sloan pursues the meeting goal in the seller's autonomy mode (DraftOnly by default — every email waits for approval). GOVERNED WRITE: pass approved=true with a reason (and ideally an idempotencyKey); without approval the dispatcher returns the confirmation contract instead of writing. It is categorised as a Write tool in the Starfield MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
sloan_handoff accepts 9 parameters: name, email, reason, approved, personId, timezone, meetingGoal, autonomyMode, idempotencyKey. The full parameter table on this page comes from the server's own tool schema.
Register the Starfield MCP server in PolicyLayer and add a rule for sloan_handoff: 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 Starfield. Nothing to install.
sloan_handoff 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 sloan_handoff 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 sloan_handoff. 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.
sloan_handoff is provided by the Starfield MCP server (@adrata/starfield-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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