pipedrive_create_phase

Create a new project phase. name and board_id are required. (Projects add-on; Projects API in public beta.)

SERVERPipedrive MCP Server SOURCEckalima/pipedrive-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/ckalima-pipedrive-mcp-server/pipedrive-create-phase.md

WHAT IT DOES

What pipedrive_create_phase does on Pipedrive MCP Server

AI agents use pipedrive_create_phase 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.

RISK

Why pipedrive_create_phase is rated Medium

The tool creates a new project phase, which is a reversible Write operation. It does not delete, modify financial data, or execute arbitrary code. The severity is medium because creating project phases in a CRM could impact business workflows and pipeline management, but the action is reversible and scoped to project phase creation only.

From the tool's definition Tool name includes 'create' and description states 'Create a new project phase' with required parameters name and board_id. This is a reversible create operation that adds a new entity to the Pipedrive CRM system.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

pipedrive_create_phase Rate-limited

pipedrive_create_phase 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": {
    "pipedrive_create_phase": {
      "limits": [
        {
          "counter": "pipedrive_create_phase_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 Pipedrive MCP Server, apply this rule, and every pipedrive_create_phase call is checked against it from then on.

FAQ

Questions about pipedrive_create_phase

What does the pipedrive_create_phase tool do? +

Create a new project phase. name and board_id are required. (Projects add-on; Projects API in public beta.). 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.

How do I enforce a policy on pipedrive_create_phase? +

Register the Pipedrive MCP Server MCP server in PolicyLayer and add a rule for pipedrive_create_phase: 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.

What risk level is pipedrive_create_phase? +

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

Can I rate-limit pipedrive_create_phase? +

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

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

pipedrive_create_phase 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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