add_crm_message

Add an incoming message to the CRM inbox (starts pending review). Useful for logging inbound emails/leads that need triage and approval.

SERVERFeatureBoard SOURCEhttps://github.com/valentil/featureboard-mcp/releases/download/v0.7/featureboard.plugin

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/ai-featureboard-featureboard/add-crm-message.md

WHAT IT DOES

What add_crm_message does on FeatureBoard

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

RISK

Why add_crm_message is rated Medium

This tool creates or adds data to a CRM inbox (reversibly modifiable entries marked as 'pending review'). It does not delete, execute arbitrary code, trigger financial transactions, or irreversibly modify existing records. The severity is medium because misuse could spam the CRM with false leads or misdirected messages, requiring manual cleanup, but the data remains recoverable and modifiable.

From the tool's definition Tool description states 'Add an incoming message to the CRM inbox' and 'logging inbound emails/leads' — this creates new records in the CRM system.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs add_crm_message safely

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

add_crm_message Rate-limited

add_crm_message 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": {
    "add_crm_message": {
      "limits": [
        {
          "counter": "add_crm_message_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 FeatureBoard, apply this rule, and every add_crm_message call is checked against it from then on.

FAQ

Questions about add_crm_message

What does the add_crm_message tool do? +

Add an incoming message to the CRM inbox (starts pending review). Useful for logging inbound emails/leads that need triage and approval. It is categorised as a Write tool in the FeatureBoard MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.

How do I enforce a policy on add_crm_message? +

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

What risk level is add_crm_message? +

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

Can I rate-limit add_crm_message? +

Yes. Add a rate_limit block to the add_crm_message 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 add_crm_message completely? +

Set action: deny in the PolicyLayer policy for add_crm_message. 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 add_crm_message? +

add_crm_message is provided by the FeatureBoard MCP server (https://github.com/valentil/featureboard-mcp/releases/download/v0.7/featureboard.plugin). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.

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