create_deal_stage

Add a stage (column) to a deal pipeline (max 24): label, optional color, type, win_probability, position. Returns {data: Stage}.

SERVERMax MCP Server SOURCEdigital-crew-technologies/max-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/digital-crew-technologies-max-mcp-server/create-deal-stage.md

WHAT IT DOES

What create_deal_stage does on Max MCP Server

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

RISK

Why create_deal_stage is rated Medium

Creates new deal pipeline stages reversibly; moderate blast if misconfigured in sales workflows.

From the tool's definition Add a stage to a deal pipeline; creates new pipeline column.

Attacks that exploit this kind of access

RECOMMENDED RULE

The rule that runs create_deal_stage safely

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

create_deal_stage Rate-limited

create_deal_stage 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": {
    "create_deal_stage": {
      "limits": [
        {
          "counter": "create_deal_stage_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 Max MCP Server, apply this rule, and every create_deal_stage call is checked against it from then on.

FAQ

Questions about create_deal_stage

What does the create_deal_stage tool do? +

Add a stage (column) to a deal pipeline (max 24): label, optional color, type, win_probability, position. Returns {data: Stage}. It is categorised as a Write tool in the Max 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 create_deal_stage? +

Register the Max MCP Server MCP server in PolicyLayer and add a rule for create_deal_stage: 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 Max MCP Server. Nothing to install.

What risk level is create_deal_stage? +

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

Can I rate-limit create_deal_stage? +

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

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

create_deal_stage is provided by the Max MCP Server MCP server (digital-crew-technologies/max-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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