# 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

Agent View of the PolicyLayer registry record for `crm_assign_prospects`. HTML page: https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-assign-prospects

## Facts

- Tool: `crm_assign_prospects`
- Server: Max MCP Server (`digital-crew-technologies/max-mcp-server`) — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server.md
- Homepage: https://github.com/Digital-Crew-Technologies/max-mcp-server
- Risk category: Write (Medium risk)
- Registry record: grade F, identity unverified
- 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_assign_prospects",
    "arguments": {}
  }
}
```

## 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 own 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."

## Use case

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.

## Recommended policy (PolicyLayer)

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

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

## Other tools on Max MCP Server (414)

- `automation_cancel_run` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-cancel-run.md
- `automation_delete` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-delete.md
- `automation_discard_draft` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/automation-discard-draft.md
- `bulk_delete_organizations` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/bulk-delete-organizations.md
- `bulk_delete_prospects` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/bulk-delete-prospects.md
- `cancel_meeting` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/cancel-meeting.md
- `cancel_meeting_series` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/cancel-meeting-series.md
- `cancel_warmup` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/cancel-warmup.md
- `clear_failed_requests` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/clear-failed-requests.md
- `decline_meeting` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/decline-meeting.md
- `delete_calendar_event` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-calendar-event.md
- `delete_campaign` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-campaign.md
- `delete_campaign_attachment` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-campaign-attachment.md
- `delete_deal` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal.md
- `delete_deal_attachment` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal-attachment.md
- `delete_deal_pipeline` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal-pipeline.md
- `delete_deal_stage` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal-stage.md
- `delete_deal_stage_rule` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-deal-stage-rule.md
- `delete_icp` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-icp.md
- `delete_meeting_link` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-meeting-link.md
- `delete_organization` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-organization.md
- `delete_prospect` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-prospect.md
- `delete_prospect_list` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-prospect-list.md
- `delete_prospect_profile_hook` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-prospect-profile-hook.md
- `delete_saved_view` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-saved-view.md
- `delete_schedule_preset` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/delete-schedule-preset.md
- `disconnect_data_supplier` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/disconnect-data-supplier.md
- `pipeline_delete_campaign_route` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-delete-campaign-route.md
- `pipeline_delete_canvas_draft` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-delete-canvas-draft.md
- `pipeline_delete_link` — Destructive — https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/pipeline-delete-link.md
- …and 384 more: https://policylayer.com/tools/digital-crew-technologies-max-mcp-server.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`

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