# crm_pipeline_risk_scan

Scan open HubSpot deals for risk: days inactive, days-to-close, missing fields (amount/owner/next_step/last_activity), close-date slipping, and high-value-low-activity. Computes a transparent weighted risk_score (0–100) and a PRIVATE suggested nudge draft to the owner (never sent). Uses agent_settings.risk_thresholds. Returns { scanned_count, flagged:[...] }.

Agent View of the PolicyLayer registry record for `crm_pipeline_risk_scan`. HTML page: https://policylayer.com/tools/digital-crew-technologies-max-mcp-server/crm-pipeline-risk-scan

## Facts

- Tool: `crm_pipeline_risk_scan`
- 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: Read (Low risk)
- Registry record: grade F, identity unverified
- Server rate-limited: no
- Parameters: 0
- Recommended policy verdict: Allowed

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

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

## Why crm_pipeline_risk_scan is rated Low

This tool queries and analyzes HubSpot deal data to compute risk scores and generate internal draft suggestions. It performs no modifications to the CRM, sends no messages, executes no external operations, and creates no financial or destructive side effects. The suggested nudge draft is explicitly marked as PRIVATE and never sent, confirming it is a read-only analysis operation.

From the tool's own definition: "Tool description explicitly states it 'Scan[s]' deals and 'Returns { scanned_count, flagged:[...] }'. The phrase 'never sent' confirms no autonomous writes or actions are performed. Only retrieves and analyzes existing CRM data."

## Use case

AI agents call crm_pipeline_risk_scan 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.

## Recommended policy (PolicyLayer)

Verdict: **Allowed**. 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_pipeline_risk_scan": {}
  }
}
```

## 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`

---

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