# crm_set_ai_summary

Set the AI-generated summary and/or next-action for a contact, company, or deal. These live in dedicated columns so agents do not pollute the human-edited description.

Agent View of the PolicyLayer registry record for `crm_set_ai_summary`. HTML page: https://policylayer.com/tools/com-getmunin-munin/crm-set-ai-summary

## Facts

- Tool: `crm_set_ai_summary`
- Server: Munin (`https://mcp.getmunin.com/mcp`) — https://policylayer.com/tools/com-getmunin-munin.md
- Homepage: https://github.com/getmunin/munin
- Risk category: Write (Medium risk)
- Registry record: grade D, identity unverified
- Server auth posture: gated
- Server rate-limited: no
- Parameters: 0
- Recommended policy verdict: Rate-limited

## Example call (MCP tools/call, JSON-RPC 2.0)

```json
{
  "jsonrpc": "2.0",
  "id": 1,
  "method": "tools/call",
  "params": {
    "name": "crm_set_ai_summary",
    "arguments": {}
  }
}
```

## Why crm_set_ai_summary is rated Medium

This tool creates or modifies CRM records (contact, company, or deal summaries and next-actions) without deleting or destroying data. The changes are reversible—an AI-generated summary can be overwritten or cleared. While this affects customer relationship data, it does not execute arbitrary code, destroy data irreversibly, or involve financial transactions.

From the tool's own definition: "Tool description states it 'Set[s] the AI-generated summary and/or next-action for a contact, company, or deal', which creates or modifies data fields in a CRM system."

## Use case

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

## Recommended policy (PolicyLayer)

Verdict: **Rate-limited**. Enforced by the PolicyLayer MCP gateway (https://policylayer.com/mcp-gateway) before a call reaches Munin:

```json
{
  "version": "1",
  "default": "deny",
  "tools": {
    "crm_set_ai_summary": {
      "limits": [
        {
          "counter": "crm_set_ai_summary_rate",
          "window": "minute",
          "max": 30,
          "scope": "grant"
        }
      ]
    }
  }
}
```

## Other tools on Munin (241)

- `analytics_revoke_tracker` — Destructive — https://policylayer.com/tools/com-getmunin-munin/analytics-revoke-tracker.md
- `analytics_rotate_tracker_key` — Destructive — https://policylayer.com/tools/com-getmunin-munin/analytics-rotate-tracker-key.md
- `bookings_cancel_booking` — Destructive — https://policylayer.com/tools/com-getmunin-munin/bookings-cancel-booking.md
- `bookings_cancel_my_booking` — Destructive — https://policylayer.com/tools/com-getmunin-munin/bookings-cancel-my-booking.md
- `cms_delete_asset` — Destructive — https://policylayer.com/tools/com-getmunin-munin/cms-delete-asset.md
- `cms_delete_collection` — Destructive — https://policylayer.com/tools/com-getmunin-munin/cms-delete-collection.md
- `cms_delete_entry` — Destructive — https://policylayer.com/tools/com-getmunin-munin/cms-delete-entry.md
- `connectors_delete_connection` — Destructive — https://policylayer.com/tools/com-getmunin-munin/connectors-delete-connection.md
- `conv_delete_attachment` — Destructive — https://policylayer.com/tools/com-getmunin-munin/conv-delete-attachment.md
- `conv_rotate_widget_key` — Destructive — https://policylayer.com/tools/com-getmunin-munin/conv-rotate-widget-key.md
- `crm_delete_segment` — Destructive — https://policylayer.com/tools/com-getmunin-munin/crm-delete-segment.md
- `kb_delete_document` — Destructive — https://policylayer.com/tools/com-getmunin-munin/kb-delete-document.md
- `kb_dismiss_curation_candidate` — Destructive — https://policylayer.com/tools/com-getmunin-munin/kb-dismiss-curation-candidate.md
- `outreach_cancel_scheduled_send` — Destructive — https://policylayer.com/tools/com-getmunin-munin/outreach-cancel-scheduled-send.md
- `slack_unlink_user` — Destructive — https://policylayer.com/tools/com-getmunin-munin/slack-unlink-user.md
- `webhooks_delete` — Destructive — https://policylayer.com/tools/com-getmunin-munin/webhooks-delete.md
- `conv_request_callback` — Execute — https://policylayer.com/tools/com-getmunin-munin/conv-request-callback.md
- `conv_retry_delivery` — Execute — https://policylayer.com/tools/com-getmunin-munin/conv-retry-delivery.md
- `conv_send_email_channel_test` — Execute — https://policylayer.com/tools/com-getmunin-munin/conv-send-email-channel-test.md
- `conv_send_sms_channel_test` — Execute — https://policylayer.com/tools/com-getmunin-munin/conv-send-sms-channel-test.md
- `conv_test_email_channel` — Execute — https://policylayer.com/tools/com-getmunin-munin/conv-test-email-channel.md
- `conv_test_voice_sms_channel` — Execute — https://policylayer.com/tools/com-getmunin-munin/conv-test-voice-sms-channel.md
- `outreach_approve_proposal` — Execute — https://policylayer.com/tools/com-getmunin-munin/outreach-approve-proposal.md
- `seo_submit_urls` — Execute — https://policylayer.com/tools/com-getmunin-munin/seo-submit-urls.md
- `cancel_subscription` — Financial — https://policylayer.com/tools/com-getmunin-munin/cancel-subscription.md
- `outreach_withdraw_proposal` — Financial — https://policylayer.com/tools/com-getmunin-munin/outreach-withdraw-proposal.md
- `analytics_export_config` — Read — https://policylayer.com/tools/com-getmunin-munin/analytics-export-config.md
- `analytics_export_events` — Read — https://policylayer.com/tools/com-getmunin-munin/analytics-export-events.md
- `analytics_get_contact_journey` — Read — https://policylayer.com/tools/com-getmunin-munin/analytics-get-contact-journey.md
- `analytics_get_funnel` — Read — https://policylayer.com/tools/com-getmunin-munin/analytics-get-funnel.md
- …and 211 more: https://policylayer.com/tools/com-getmunin-munin.md

## For agents

This record is a snapshot. Live verdicts and the full registry:

- Check every server in your MCP config at once: `npx -y policylayer stack`
- Vet a server before you add it: install the mcp-precheck skill — `npx skills add https://policylayer.com` (skill text: https://policylayer.com/skill.md)
- Query the registry over MCP: endpoint `https://api.policylayer.com/mcp` — tools `check_mcp_server`, `check_mcp_stack`, `check_tool`, `search_registry`, `get_change_events`

---

Source: the PolicyLayer MCP registry — one continuously verified record per MCP server. Full record: https://policylayer.com/registry?q=com-getmunin-munin · API: https://policylayer.com/registry/api · Policy library: https://policylayer.com/policies/com-getmunin-munin