convert_lead

Convert a qualified lead into a CRM company, carrying over its fields (name, website→domain, a notes summary) and optionally seeding a contact from the lead

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/convert-lead.md

WHAT IT DOES

What convert_lead does on FeatureBoard

AI agents use convert_lead 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 convert_lead is rated Medium

This tool creates new CRM records (company and contact entities) in a reversible manner. It does not execute arbitrary code, delete data irreversibly, or move money. The creation of CRM records and modification of lead status are standard Write operations.

From the tool's definition Tool description states it 'Convert[s] a qualified lead into a CRM company' and 'seeding a contact from the lead'. The action creates new data records (company and optionally contact) by transforming existing lead data.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs convert_lead 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 convert_lead, this is the rule to start with:

convert_lead Rate-limited

convert_lead 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": {
    "convert_lead": {
      "limits": [
        {
          "counter": "convert_lead_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 convert_lead call is checked against it from then on.

FAQ

Questions about convert_lead

What does the convert_lead tool do? +

Convert a qualified lead into a CRM company, carrying over its fields (name, website→domain, a notes summary) and optionally seeding a contact from the lead. 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 convert_lead? +

Register the FeatureBoard MCP server in PolicyLayer and add a rule for convert_lead: 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 convert_lead? +

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

Can I rate-limit convert_lead? +

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

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

convert_lead 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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