pipedrive_create_deal
Create a new deal in Pipedrive. Only title is required; all other fields are optional.
This record as markdown: /tools/ckalima-pipedrive-mcp-server/pipedrive-create-deal.md
What pipedrive_create_deal does on Pipedrive MCP Server
AI agents use pipedrive_create_deal to create or update resources in Pipedrive MCP Server, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Pipedrive MCP Server environment.
Why pipedrive_create_deal is rated Medium
Creating a deal in a CRM is a Write operation—it adds new data that can be modified or deleted later. While creating deals doesn't directly move money, it creates business commitments and revenue records that are core to financial pipeline management.
From the tool's definition Tool description states 'Create a new deal in Pipedrive', which is a create operation that adds new data to the CRM system reversibly.
Attacks that exploit this kind of access
The rule that runs pipedrive_create_deal safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Pipedrive MCP Server, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For pipedrive_create_deal, this is the rule to start with:
pipedrive_create_deal 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 Pipedrive MCP Server, apply this rule, and every pipedrive_create_deal call is checked against it from then on.
Questions about pipedrive_create_deal
Create a new deal in Pipedrive. Only title is required; all other fields are optional. It is categorised as a Write tool in the Pipedrive MCP Server MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
Register the Pipedrive MCP Server MCP server in PolicyLayer and add a rule for pipedrive_create_deal: 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 Pipedrive MCP Server. Nothing to install.
pipedrive_create_deal 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 pipedrive_create_deal 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 pipedrive_create_deal. 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.
pipedrive_create_deal is provided by the Pipedrive MCP Server MCP server (ckalima/pipedrive-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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