crm_search_contacts

Search the connected CRM (HubSpot) for contacts by free text (name, email, company). Returns {data: contacts[]}. Use before creating a contact to check if one already exists.

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-search-contacts.md

WHAT IT DOES

What crm_search_contacts does on Max MCP Server

AI agents call crm_search_contacts 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_search_contacts is rated Low

Searches and retrieves contact data from HubSpot without modification or side effects.

From the tool's definition Search the connected CRM for contacts by free text. Returns contacts data.

Attacks that exploit this kind of access

RECOMMENDED RULE

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

crm_search_contacts Allowed

crm_search_contacts 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_search_contacts": {}
  }
}

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_search_contacts call is checked against it from then on.

FAQ

Questions about crm_search_contacts

What does the crm_search_contacts tool do? +

Search the connected CRM (HubSpot) for contacts by free text (name, email, company). Returns {data: contacts[]}. Use before creating a contact to check if one already exists. 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_search_contacts? +

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

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

Can I rate-limit crm_search_contacts? +

Yes. Add a rate_limit block to the crm_search_contacts 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_search_contacts completely? +

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

crm_search_contacts 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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