crm_assign_prospects

Assign prospects to HubSpot owners using agent_settings.assignment_rules (or assignment_rules_override). First matching rule wins; no match → owner_id null, reason

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/crm-assign-prospects.md

WHAT IT DOES

What crm_assign_prospects does on Max MCP Server

AI agents use crm_assign_prospects 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 crm_assign_prospects is rated Medium

This tool modifies CRM records by changing the owner assignment of prospects, making it a Write operation (reversible data modification). The blast radius is medium because incorrect assignments could disrupt sales workflows and prospect routing, but the changes are not destructive or financial in nature.

From the tool's definition The tool description explicitly states it 'Assign prospects to HubSpot owners', which is a data modification operation. The term 'Assign' indicates updating prospect ownership/state in the CRM system.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

crm_assign_prospects Rate-limited

crm_assign_prospects 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": {
    "crm_assign_prospects": {
      "limits": [
        {
          "counter": "crm_assign_prospects_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 crm_assign_prospects call is checked against it from then on.

FAQ

Questions about crm_assign_prospects

What does the crm_assign_prospects tool do? +

Assign prospects to HubSpot owners using agent_settings.assignment_rules (or assignment_rules_override). First matching rule wins; no match → owner_id null, reason. 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 crm_assign_prospects? +

Register the Max MCP Server MCP server in PolicyLayer and add a rule for crm_assign_prospects: 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 crm_assign_prospects? +

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

Can I rate-limit crm_assign_prospects? +

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

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

crm_assign_prospects 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.

KEEP EXPLORING

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