add_lead
Add a new lead to the Leads CRM (crm_leads) — the table the Leads tab, triage, and outreach all use. Idempotent on (company, email) when an email is given. Provide at least an email OR a name. The lead appears on the Leads tab and is auto-triaged. Routing: CRM/sales → add a lead or prospect → use...
This record as markdown: /tools/com-getfreedomos-freedom-mcp/add-lead.md
What add_lead does on Freedom Mcp
AI agents use add_lead to create or update resources in Freedom Mcp, usually the action step of a workflow, after the agent has gathered context. Every call changes real data in your Freedom Mcp environment.
| Parameter | Type | Required | Description |
|---|---|---|---|
name | string | — | Full name. Provide email or name. |
tags | array | — | Tags for filtering (optional) |
email | string | — | Lead email (unique within company). Provide email or name. |
notes | string | — | Initial notes about the lead (optional) |
phone | string | — | Phone number (optional) |
title | string | — | Job title (optional) |
source | string | — | Where the lead came from (e.g. "linkedin", "referral", "website"). Defaults to "manual". |
companyId | string | Yes | FreedomOS company id to act within (you must be a member). Required for company-scoped tools. |
company_name | string | — | Company they work for (optional) |
Parameters from the server's own tool schema.
Why add_lead is rated Medium
This tool creates new data (lead records) in a CRM system, which is reversible (leads can be deleted or modified). It does not execute arbitrary operations, delete data irreversibly, move money, or trigger external commands. The write-tier approval requirement and idempotency clause reinforce that this is a controlled data-creation operation.
From the tool's definition Tool description states 'Add a new lead to the Leads CRM (crm_leads)' and 'The lead appears on the Leads tab and is auto-triaged.' The routing note confirms 'add a lead or prospect → use this'. Creates new records in a business database.
Attacks that exploit this kind of access
The rule that runs add_lead safely
PolicyLayer is an MCP gateway: it sits between your AI agents and Freedom Mcp, and checks every tool call against a rule you set before the call runs. Nothing changes on the server itself. For add_lead, this is the rule to start with:
add_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.
The button opens the PolicyLayer dashboard: create your workspace, connect Freedom Mcp, apply this rule, and every add_lead call is checked against it from then on.
Questions about add_lead
Add a new lead to the Leads CRM (crm_leads) — the table the Leads tab, triage, and outreach all use. Idempotent on (company, email) when an email is given. Provide at least an email OR a name. The lead appears on the Leads tab and is auto-triaged. Routing: CRM/sales → add a lead or prospect → use this [write-tier — first use may require a manager's approval; a from-now-on approval makes future calls seamless, a just-once approval re-asks next time.]. It is categorised as a Write tool in the Freedom Mcp MCP Server, which means it can create or modify data. Consider rate limits to prevent runaway writes.
add_lead accepts 9 parameters: name, tags, email, notes, phone, title, source, companyId, company_name. Required: companyId. The full parameter table on this page comes from the server's own tool schema.
Register the Freedom MCP server in PolicyLayer and add a rule for add_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 Freedom Mcp. Nothing to install.
add_lead 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 add_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.
Set action: deny in the PolicyLayer policy for add_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.
add_lead is provided by the Freedom MCP server (https://twuluxmoognlwtmaoqgo.supabase.co/functions/v1/freedom-mcp). PolicyLayer sits as a proxy in front of this server to enforce policies before tool calls reach the server.
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