crm_list_deals

SERVERMax MCP Server SOURCEdigital-crew-technologies/max-mcp-server

Low RISK CLASS

Category Read

Parameters 00 required

Recommended Allowedsee the rule below

Registry record Grade F, identity unverified Pull the record →

This record as markdown: /tools/digital-crew-technologies-max-mcp-server/crm-list-deals.md

WHAT IT DOES

What crm_list_deals does on Max MCP Server

AI agents call crm_list_deals to retrieve information from Max MCP Server without modifying anything. It is typically the context-gathering step in research, monitoring, and reporting workflows, before the agent takes action elsewhere.

RISK

Why crm_list_deals is rated Low

This tool retrieves and queries deal records from HubSpot CRM using optional filters. It returns structured data about deals (id, name, amount, stage, etc.) but does not create, modify, delete, or execute any actions. The operation is read-only with no side effects on the data or external systems.

From the tool's definition Tool name contains 'list' and description states 'List deals from HubSpot with optional filters' and 'Returns id, dealname, amount...' indicating data retrieval with no modification or deletion capabilities.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

crm_list_deals Allowed

crm_list_deals is read-only, so it stays allowed. Everything else on the server is denied unless you say otherwise.

View as policy code

policy.json

{
  "version": "1",
  "default": "deny",
  "tools": {
    "crm_list_deals": {}
  }
}

ALLOW ONLY 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_list_deals call is checked against it from then on.

FAQ

Questions about crm_list_deals

What does the crm_list_deals tool do? +

List deals from HubSpot with optional filters (stage, owner, pipeline, amount range, close-date range, modified-after). Returns id, dealname, amount, ownerId, stage, pipeline, closeDate, lastModified, lastActivityDate, nextStep, associated company/contact ids. It is categorised as a Read tool in the Max MCP Server MCP Server, which means it retrieves data without modifying state.

How do I enforce a policy on crm_list_deals? +

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

crm_list_deals is a Read tool with low risk. Read-only tools are generally safe to allow by default.

Can I rate-limit crm_list_deals? +

Yes. Add a rate_limit block to the crm_list_deals 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_list_deals completely? +

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

crm_list_deals 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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