convert_lead_to_client

Promote a qualified lead to a full client record. If a client with the same email already exists, links to them instead of creating a duplicate. Marks the lead as converted.

SERVERBusinys SOURCE@businys/mcp-server

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/app-businys-mcp-server/convert-lead-to-client.md

WHAT IT DOES

What convert_lead_to_client does on Businys

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

RISK

Why convert_lead_to_client is rated Medium

This tool creates new client records or modifies existing ones by linking leads to clients and updating lead status. These are reversible write operations typical of CRM systems. While it affects business-critical data (client records), it does not delete data irreversibly (would be Destructive) nor execute arbitrary code (would be Execute).

From the tool's definition Tool description states it will 'Promote a qualified lead to a full client record' and 'Marks the lead as converted.' These are record creation/modification operations.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs convert_lead_to_client safely

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

convert_lead_to_client Rate-limited

convert_lead_to_client 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_to_client": {
      "limits": [
        {
          "counter": "convert_lead_to_client_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 Businys, apply this rule, and every convert_lead_to_client call is checked against it from then on.

FAQ

Questions about convert_lead_to_client

What does the convert_lead_to_client tool do? +

Promote a qualified lead to a full client record. If a client with the same email already exists, links to them instead of creating a duplicate. Marks the lead as converted. It is categorised as a Write tool in the Businys 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_to_client? +

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

What risk level is convert_lead_to_client? +

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

Can I rate-limit convert_lead_to_client? +

Yes. Add a rate_limit block to the convert_lead_to_client 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_to_client completely? +

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

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

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